Skip to main content
Skip table of contents

Creating a new employee manually

If you don't have time toSending and monitoring an onboarding invitation, you can add them manually from the Employees screen.

Adding a new employee

  1. Go to Management > Employees.
  2. Click Add new.
    The Add New Employee panel opens.
  3. Enter their employment details, including their Position, who they will be Reporting to, and their start date.
    • The Permission Group field will be locked if there is a default group assigned to the position. You can change this once the employee has been added.
    • If the employee will start on probation, select Yes for Set probation date? then add a Probation date when it appears.
  4. If the employee needs access to more than one location, click Add location access to add more. Select a Permission group for each added location.
  5. Enter their personal and contact details.

    Make sure you enter their email address correctly. The new employee will need it to login.

  6. Enter the new employee's payroll details, including their Employment type and Hours per day.
    • Select an Agreement (if you use them) to automatically populate some payroll details.
    • Select a Remuneration type to enter the employee's pay rate. Either from a Pay level, or a manually-entered Salary/Rate.
  7. Complete the rest of the form with information provided to you by the new employee.
  8. Click Add Employee.

Logging in for the first time

Once you've created the new employee's record, they need to reset their password to be able to log in.

Advise them to:

  1. Open in a web browser.
    The login screen opens.
  2. Click Forgot password?
  3. Enter your email address (the one from the new employee record).
  4. Open the password retrieval email and follow the instructions to get a new password and log in.
  5. Check your details are correct, and (for Australian employees) add your superannuation information.
JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.