Add an employee
This guide walks through adding a new employee to your tenant — manually, in bulk, or via SSO.
Step 1 — Open the employees list
From the sidebar: People → Employees. You'll see a table of every staff record.
Step 2 — Click "New employee"
The button sits in the top-right of the table. The new-employee form has four sections:
Identity
- First name, last name (required)
- Date of birth (optional, used for the birthdays widget)
- National ID / passport (optional, encrypted at rest)
- Mobile, work email (required)
Employment
- Start date (required)
- Employment type — full-time, part-time, contractor, intern
- Department — pick from the list, or create one inline
- Job position
- Work location
- Direct manager — used for the org chart and approval routing
Compensation (visible only to Finance / HR roles)
- Base salary, currency, period
- Salary components — add allowances and deductions inline
Account
- Tick Create login account to also create a User record so the employee can sign in.
- Tick Send invitation email to email them a link to set their password.
Step 3 — Save
Click Save. The new employee appears in the list and shows up in:
- The org chart
- Department headcount
- Today's "active employees" widget
What happens next
If you ticked "Send invitation email", the employee receives a welcome email with a password-reset link. Clicking it takes them to your tenant login page.
The first time they sign in, they land on the Employee Portal — the slimmed-down version of the platform that shows only what an individual employee needs.
Bulk import instead?
For 10+ new hires, see Invite your team → CSV import.