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Add employees using the system

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This article is for Owners and admins who use Humanised

Overview

Adding Employees via "Add Contact"

  • Go to the contact section from the left-hand navigation panel and click the "Add Contact" button, located in the top right corner. This will open a modal where you can enter your employee's information.
  • Complete the employee details in the pop-up window.
Figure 1 - Pop-up window

You have two options for filling in the new employee's information:

Option 1: Send out an onboarding form

  • Select the checkbox labeled "Onboard via Email." This sends an onboarding form to your new hire, allowing them to input their information directly.
  • Click "Create Contact" to initiate the email invitation. The new employee will receive an email with instructions to complete their profile details.
Figure 2 - option 1

Option 2: Fill It Out Yourself

  • Leave the "Onboard via Email" checkbox unchecked.
  • A form will appear with various sections for entering the employee's details. Fill out these sections as needed. Navigate through the different sections of the form by clicking the "Next" button in the bottom right corner.
  • Toggle the "Login Access" switch to "on" to give this employee access to the system.
  • If granting access, update their login email address under "Settings" within the employee profile.
  • Once everything is complete, click "Confirm" to finalize the creation of the new employee profile.
Figure 3 - option 2

What's next?:

Edit employee details 

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