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.

An Employee Profile is also created when a candidate for employment submits the Applicant Form.

Finally, an Employee Profile is created whenever a Supplier Profile is created, as Default Employee.

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.
   
   

Employee Profile from Applicant Form

Should an Applicant Form have been submitted, a new Employee Profile will be automatically created with the Employee Status: Applicant.

Employee Profile from Supplier

For each Supplier Profile you create, a Default Employee Profile will also be created with the Employee Status: Active. 

For the Default Employee:

• the First Name is the Supplier Name 
• the Last Name is "- Supplier" 
• the contact information is from the Supplier 

The Default Employee does not have the usual Employment settings.

• they are default Available
• it is not possible to create Unavailabilities for them
• they have no Employment Type

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 edit an Employee's status?

• How do I manage job applications (applicant tracking)?
• How do I set up Suppliers?
• How do I set up Groups (Clients/Employees/Suppliers)?