Employees/users can be added through any of the following methods:
We have detailed options 1 and 2 below.
Navigating to People
- Click Account Admin
- You should see the People page initially.
The People page will show all of your employees and user accounts.
The columns presented are:
- Active status
- Person
- Employee ID
- Manager (Direct Manager)
- Department
- Company Location
To view your inactive employees, click the checkbox in the top left of the table labeled "View Inactive".
Clicking the column header allows you to sort the list of employees/users.
The column headers include a text field to filter the employees/users list.
Adding People
Adding People Manually
- Click New Item....
- Fill in the required fields for the new entry:
- First Name
- Last Name
- Username
- Hire Date
- Employee ID
- Job Code
- Manager
- Location
- Click Save when finished.
Importing People
For information about importing employees, you can refer to the following article.
Editing an Employee
- On the People page, click Edit to the left of any employee to edit their information.
- You will be taken to the Employee profile. Update their profile as needed.
- Click Save.
Deleting an Employee
- On the People page, click Delete to the left of any employee.
- You will see a confirmation modal. Click OK.