Before you start
Create your departments and designations under Organisation first, and at least one work location in HR settings — the employee form picks from them.
Adding one person
- Open Employees and choose New employee.
- Fill in name, work email, employee code, joining date, department, designation and work location.
- Pick the reporting manager. Everyone except the person at the top should have one — approvals and team views follow this line.
- Pick a role. It decides which modules the person can open; most staff need only the default employee role.
- Save. Then send the sign-in invitation when you are ready for them to log in.
Personal details such as gender and marital status are optional and only visible to the person, the owner and people with the PII view permission. Some leave types use them for eligibility.
More than a handful?
Use bulk import instead — it validates every row before anything is saved and can be undone.