Workforce~7 min · 6 steps

Add your employees

Build your team roster: profiles, departments, hourly rates and portal access for self-service.

1
Open the employee form
Open Workforce → Team → Employees and click + Add employee. Employee records are separate from staff permission roles.
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2
Enter the person’s identity
Enter First name, Last name and Email. Use the employee’s own address; an address matching their platform account can link their self-service access. Complete contact and emergency details as appropriate.
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3
Set the employment details
Choose the job title, department and employment type. Enter the hourly rate, or annual salary when applicable. When an annual salary is set, payroll uses it instead of hours multiplied by the hourly rate.
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4
Enter leave allowances
Under Leave allowances, enter the annual days for the displayed paid leave types. 0 means the allowance is not tracked. Accrual and carryover rules are configured in Workforce settings.
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5
Create the employee
Click Create employee and check the saved profile. Review the onboarding checklist created for the new hire. If portal access is not linked, use Send invite from their row in the employee list.
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6
Keep employment status current
In the saved profile’s header, choose the correct status: active, onboarding, on leave or terminated. For a departure, follow the HR offboarding process and review access separately.
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