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Add an employee

Create an employee record and assign them to a position.

Adding an employee takes two short steps: who they are, then where they sit in the company.

Adding Laura Fischer as a Product Designer

Steps

  1. Open Employees in the sidebar and click Add employee.

  2. Enter their first and last name, and at least one way to reach them: email, LinkedIn or phone. Or click Extract data from CV to fill the form from a CV. Click Continue.

  3. Choose their Position (their seat in the org chart) and their Job (what the role requires). Click Continue.

  4. Check the summary and click Confirm assignment.

Good to know

  • When you pick a position you can assign the person as the main holder or as a replacement.

  • If the job you need is not in the list, click Create job at the bottom of it.

  • The new employee appears in the Employees list with their status, job, unit and manager.

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