How to add a new Employee

When a new Employee starts with the company it is important to add a Employee as quickly as possible.

Navigate to the HR Administration Menu and select the All Employees sub menu.

At the top right you will find 4 buttons "Add Employee", "Create Employee Onboarding", "Upload Employees" and "Clear Filter".

The 3 buttons with Employee in the name will allow you to add Employees to the system in different ways, the Clear Filter button will remove the filter options if they have been selected. 

1. Add Employee - This will create a Employee, and you will need to complete all the required fields.

Once the employee has been created the user can go back to the All Employees screen and select the Action menu related to the Employee they want to update, this will then load the complete FULL employee record and will allow you to add the additional fields and data required. 

2. Create Employee Onboarding.

The Onboarding Employee allows you to create a electronic onboarding form that will be emailed to a employee to complete and generate the Employee record in the system. This allows the Employee to complete some personal data that the HR administrator might not have available. Note that the ID number and the email address needs to be accurate, since this combination allows the new Onboarding Employee to access the request to update and submit the form. 

Note: An Onboarding request needs to be approved before the Employee is created. It can be approved under Workflows -> Approvals -> Onboarding Employees

The onboarding request also allows the HR Administrator to add Onboarding tasks that are assigned to other employees that are part of the onboarding process. 

3. Upload Employees

The Upload of employees is made possible via a import process. If you have the employees data available you can import the data into HRSimplified to create the Employees.

Use the Upload Employees button and follow the prompts. On the Modal you can download an import sheet that can be used to import the data.

Populate the sheet with data as per the example and then upload the sheet to import the users. The process is instant and will load all employees that it can, if the data is not correct the employee will be skipped.

Employee Logon activated in the system.

When creating the new employee, a user account is not automatically issued to the Employee.  During the process of creating the Employee there is a section that is called "Generate User Login", this can be found at the bottom of the Create Simple Employee screen or on the Employment Information Tab on the Create Employee process.

The section looks as follows:

Important Note: To understand the Employee User Type (or access roles) please read the following article, this is extremely important since the roles allow access to Personal information