Add an employee

This article covers: Add Employee.

Before you start

• Access. Changing records here needs permissions of this area (Employee.Create, Employee.Update, Employee.Delete, Employee.Import, Employee.Transfer, Employee.Terminate...). Roles that include them: HR Administrator, HR Manager, HR Executive. Ask your administrator if you do not have one of these roles.
• These lists must already have entries, because the window picks from them: legal entities (add one); departments (add one); employees (add one); job positions (add one).

Steps

1. Open Core HR > Employee Directory.

2. Select Add Employee.

3. In the window Add Employee fill in the fields below.

   

Field	What it means and what to enter
Employee Code	A short, unique code that identifies the record. For example: EMP-1001.
Full Name	The name people see for the record.
Email	An email address. For example: name@company.com.
Company	Choose from the list.
Department	Choose from the list.
Reporting Manager	The person in charge. Start typing a name or code and pick a match.
Position	Choose from the list.
Hire Date	The first working day.

4. Select Submit for Approval.

WARNING

The record is saved with the status Pending approval and an approval request goes to the approver. It becomes Active when it is approved. Who approves is set under Administration > Approval Hierarchies.

If something does not work

• The button "Add Employee" is missing. You do not have the permission, or the page is not in your menu. See Access above.
• A list in the window is empty. The records it picks from do not exist yet. Add them first: Legal Entities, Departments, Employees, Job Positions.
• The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.

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