Adding employees

You add an employee to the People area from the directory. A new employee record needs only an email to start: everything else can be filled in later.

Add an employee

Open People, then Add team member. The form asks for:

• Email: required. This is the identity the record is built on and how the employee signs into their self-service portal.
• First and last name: optional, but the directory sorts by last name.
• Title and start date: optional at this step. You can set a title through the employee's position history afterward.

Adding an employee creates their directory record right away. It does not, on its own, invite them to sign in anywhere: that's a separate step from the record's Access tab.

What to do next

From the new record you can set a position and manager, add them to a team and invite them to their self-service portal. See Employee records for what each field controls.