How to add employees
How to add employees
1. Start by launching the app
2. Navigate to the Employees tab to manage your workforce
3. Click the Create Employee button to start adding a new record
4. Enter the new employee's name
5. Select the employee type to match the working arrangement
6. Choose Contractor if the employee will work on a contract basis
7. Specify the employee's role for clarity in your organisation's structure
8. Choose the employee's region to streamline resource allocation
9. Assign the employee’s primary region
10. Select the current hiring stage to keep your process organised
11. Advance the employee to Welcome and Orientation for a smooth start
12. Indicate the type of position for better tracking and reporting
13. Select Hybrid for flexible roles that blend in-office and remote work
14. Associate the employee with a client by entering the Account Name
15. Link the new employee to an existing account or add a new one
16. Choose or enter the main contact person for client coordination
17. Select a contact for this employee or add a new one
18. Add a brief description for quick reference about this client relationship.
19. Document the next step in onboarding for seamless workflow management
20. Select an Enquiry Source to track recruitment channels
21. Choose External Referral to attribute sourcing success
22. Fill in the employee’s personal information
23. Complete the Address Details
24. Input the emergency contact’s first details for added security
25. Save the new employee record
26. Review the details and make changes if necessary
27. Return to the Employees Kanban View
28. Your new record will appear under the correct Stage
