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Add single employee walks an administrator through a person record in four stages: Personal details, Organisation, Contract & policies, and Summary. Complete the relationships and assignments before finishing so requests have the right context.

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Start the record

Open People > Add employee > Add single employee. Under Personal details, enter first name, last name, email, and start date. Check the email carefully because it identifies the person for invitations and connected conversations. If you are adding several people, Import data gives you a review stage for a file or pasted list.

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Place the person

In Organisation, choose the department, team, manager, job title, workplace, and legal entity that apply. The manager relationship matters for the org chart and some approvals. Make admin grants broad company access after the person accepts their invitation; use it only when that is the intended role.

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Assign contract and policies

In Contract & policies, choose the contract type, work schedule, and time off policies. A missing work schedule can leave attendance targets incomplete. A missing time off policy can remove a request type from the employee’s options. If a choice is not yet available, finish the relevant company setting before completing the record.

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Check the summary

Read Summary and compare it with the information you intended to enter. Correct a wrong manager, date, or policy before saving. After creating the person, open their Overview and Details to check the result. Other profile tabs, including Salary, Time Off, and Attendance, depend on the viewer’s permission.

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Next steps

Organisation chart · Employee profiles · Import several employees