Add an employee
Add everyone you employ - including people who will never sign in.
- 1
Start a record
Go to HR → Employees and select Add employee (1).
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HR → Employees with Add employee marked 1 - 2
Fill in their details
Personal details - their name, contacts, date of birth and statutory IDs: NIN, TIN, pension PIN and administrator, and NHF number.
Job - job title, employment type, department, branch, manager, grade and position. Employment - their start date, and when probation and any contract end. The employee number is given automatically, or type your own (from your old system, for example). Select Add employee.
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The Job and Employment sections of the Add an employee form - 3
Onboarding starts by itself
If their start date is less than 30 days ago or still to come, the default onboarding checklist starts, and everyone with a step is told. Follow it on their page and in HR → Joiners & leavers.
Tip: Loading your existing team? People who started more than 30 days ago don't get a checklist each - you can start one by hand from their page.
- 4
Give them a login
On their page, under System access, select Give system access (1) and choose their role. They get an email to set a password, and their login is linked to this record.
If they already have a login - someone you invited before adding their record - choose Link an existing login instead.
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Chidi's page: no login yet, with Give system access marked 1
