Add an employee

Create an employee record by hand from the People directory.

Each person in HRPortal has an employee record. You can add people one at a time here, import many at once, or bring them from your current HR system.

1. Go to Organization → Employees.
2. Select Add employee.
3. Fill in Legal first name, Legal last name and, if they use one, Preferred name.
4. Add their Work email. You need it later to invite them to HRPortal.
5. Choose the Legal organization, Department, Location, Job title, Manager, Employment type and Start date.
6. Optionally add a photo (PNG, JPEG or WebP). The employee can replace it later.
7. Save the employee.

Setting the Manager builds your reporting lines. Managers use these lines to approve leave and attendance corrections for their team.

Adding an employee does not send them anything. They only get an email when you invite them.