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How to add a new Employee?

This article explains how to manually add a new employee in HR Cloud.

Adding a new employee usually refers to adding a new hire's record to the system. This includes adding general details about the employees, their contact information, compensation-related information, etc.

To add a new employee, go to the People app and click on the People tab.

  1. Click on the '+' icon at the top of the grid. The Employee profile form opens.
  2. Fill in the form with the employee's details.
  3. Choose which checklist you wish to assign: Pre-hire Checklist, Onboarding, or No Auto Assignment.
  4. Check if the right Checklists has been triggered by clicking on Assigned Tasks.
  5. You can also oversee the Time Off Policy and Accrual setup within the Manage Time Off section below Assigned Tasks, depending on the apps you are currently using. 
  6. If everything is okay, click Save.

Here's a short video of the steps above:

 

Useful tips:

  • You can search employee's information by sections.

    Screenshot 2024-03-27 154357
  • In the Assigned Tasks step, you can make changes by adding, editing or deleting tasks.
  • You can edit Accruals, as well as choose Time Off policies within Manage Time Off.