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Employees

Adding and editing an employee

Add a person by hand and keep their personal and employment details up to date.

Written By Karl

Last updated About 9 hours ago

Most organisations bring employees in through a CSV import or an HR system connection. You can also add a person by hand and edit anyone's details on their profile.

Who can do this: Administrators. Managers can edit the profiles of their direct reports.

Add an employee

  1. Go to Employees → Overview.

  2. Select New Employee.

  3. Enter First name and Last name, and optionally choose a Position.

  4. Select Create. The profile opens so you can add the rest of the details.

Edit personal information

On the profile's Overview tab, the Personal Information section holds First Name, Last Name, Email, Employee ID, Phone, Date of Birth, Gender, Education Level, Country, City and Nationality.

Edit employment information

The Employment Information section holds Position, Organization Unit, Manager / Supervisor, Worksite, Contract Type, Start Date and Working Hours. It also shows which work schedule applies to the person, either a schedule rule or the organisation default.

If the worksite you need doesn't exist yet, choose Add worksite in the picker.

Good to know

  • Employee ID must be unique. If it's already used you'll see "This Employee ID is already in use".

  • Changes to employment details are recorded on the History tab (see Employee history).

  • If your HR system is connected, the next sync may overwrite fields you edit by hand. Make lasting changes in your HR system.

  • Pay is edited on the Compensation tab (see Agreed pay and salary history).

  • Employees whose gender is "Prefer not to say" or not recognised are left out of gender pay gap comparisons rather than put in a default group.

  • Country, city, nationality and worksite are separate fields. Each can be used in pay band rules and work of equal value groups.

  • Don't use nationality to define work of equal value. Under the Directive, work of equal value is assessed on skills, effort, responsibility and working conditions.

  • An employee added by hand belongs to the group if your organisation uses entities. See Placing employees in entities.

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