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
- Go to Employees>Employees
- 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.
- Click +New Employee.
- In the resulting dialogue, enter a First Name and Last Name. You can also optionally enter a Phone Number and Email.
- 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.
- If you are adding a new individual with the same name, click Add New Employee.
- You will be taken to a new page where you can add further information for your Employee Profile.
- When you are done, click Save Employee. A new individual has been created with an Employee Profile.
How do I set up Employee Groups?
How do I change the status of my employee?