If you want to add a large group of employees, see our article on importing employees. To manually add an employee go to Employees - Employees and click the Add button in the bottom right.
Click Ok and you will be taken to the Employee Entry Wizard. Click Next to start. On the first page, there are a series of required fields that have a pink background.
Step 2 has optional contact info and custom fields for the employee. All information is optional.
Step 3 is optional as well, and lets you add files from your computer to this specific employee.
In this step you will add the employee's schedule. You need to add some information to the schedule to proceed to the next step. If you have copied info or if you have set a default schedule, this will already be filled. For more info on scheduling shifts for employees, see this article.
If you want to track benefit hours for employees you can add them here. If you have the benefit module on your account, you can also assign an automatic rule for accruing benefit hours, as well as mandatory paid sick leave. For more on benefits, see this article.
If you have enabled wages in the system, then you will need to add a wage for the employee as part of step 6. For more on wages, see this article.
If you have the ACA Compliance module, step 7 will have you enter the relevant info for the employee's coverage.
In the final step, step 8, you will configure the employee's access.
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