Designation Add Designation from Workforce→ Employment→ Designation Grid
Location Add Location from Workforce→ Employment→ Location Grid
Unit Add unit from Organization→ Settings→ Organization Structure
Click Save
Add New Employee from Hiring Process
Open Workforce→ Administration
You will see list of candidates at joining stage.
Select the candidates who is joining and click Join button. New Employee popup will show pre filled details of employee, make any required changes and Save
Add New Employees from Upload
Open Workforce→ Administration
Click on Download Template button
Complete data in the downloaded Excel Template
Open Workforce→ Administration
Click on Upload New Employee Data button
Upload the Excel Template
To upload employee photos, use
Workforce→ Administration → Upload Photos
Enable Employees
By Default new employees added are disabled and profile editing by employee is disabled. disabled employees are shown in grey color in Workforce Administration.
Disabled employees cannot login.
If New Employee approval workflow is setup, Employee will be enabled automatically after all approvals are completed.
If no workflow is setup Admin will Search and Select Employees from Workforce Administration and click on Enable Employees button.
Allow Profile Editing by Employee
Search and Select Employees from Workforce Administration
Click on Profile Editing button and open or close parts of Profile employee can edit
Tracking Editable Profiles and Disabled Employees
Click on : button in Workforce→ Administration, click on count and you will see list of employees in Admin page
Rejoining of Employee
Add new status of Employee like Probation, Current etc along with starting date in Employee Status grid, Based on setup staffid may be
