Onboard an Employee

Steps

1. Open HR Management → Employees, then click Onboard Employee (/hr/employees/create).
2. Enter the employee's details — name, email, phone, gender, date of birth — and their employment details: department, designation, employment type, and salary.
3. Click Save.

No password to set — they get an email

You never type a password for the employee. On save the platform creates their account and emails a “set your password” link. They click it, choose a password, and can sign in to the employee portal.

Managing employees

From Employees, each row's ⋯ menu offers:

• Employee File — the full profile.
• Edit Details — update their record.
• Send Password Reset — emails a fresh reset link if they're locked out or never set one.
• Attendance Log, Leave History, Payslips.
• Offboard Employee.

Converting an existing user

If the person already has a platform account (e.g. they were a candidate or agent), open Onboard Employee with their user pre-selected — the form links the new employee record to the existing account instead of creating a duplicate.

Org structure

Employees sit on four independent axes: branch (tree), department (flat), designation (global, with a level number), and a reporting line (org chart). Set these up first under HR Management if your workspace is new.