How do I create a new Employee Profile?

An Employee Profile can be created for a whole new individual, or for an individual with an existing Profile of other types.

Create a Client Profile for a New Individual

1. Go to Employees>Employees
   
   
   
   
   
2. In the Employees List, you can filter by Status, Departments, Employee Group, or Designations. You can search by Name, Last Name, UID, Job Title, Role, or Phone Number.
   
   
   
   
3. Click +New Employee.
   
   
   
   
4. In the resulting dialogue, enter a First Name and Last Name. You can also optionally enter a Phone Number and Email. 
   
   
   
   
5. Should any individuals already exist with matching criteria, they will appear in the Matching Profiles table. Learn more about adding Profile types to existing individuals.
   
   
   
   
6. If you are adding a new individual with the same name, click Add New Employee.
   
   
   
   
7. You will be taken to a new page where you can add further information for your Employee Profile.
    
   
   
8. When you are done, click Save Employee. A new individual has been created with an Employee Profile.
   
   

Learn More

• How do I add a Profile type to an existing individual?

• How do I set up Employee Designations?

• How do I set up Employee Departments?

• How do I set up Employee Groups?

• How do I change the status of my employee?