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How to add and change employees?

In this section you can find the steps on employee creation and revision.

Tip: Both tasks can also be completed in bulk using the import file functionality.

How to add an employee

  1. Navigate to the Employees page using the left sidebar.
  2. Click the + Add employee button in the upper-right corner.
  3. Fill in the employee details. Required fields are marked with a red asterisk (*).
  4. To add another employee immediately after, select the Add another item checkbox.
  5. To assign this employee to an existing asset, click Create employee and assign assets. Follow these steps (option 1) to complete the asset assignment.
  6. Otherwise, click Create employee to save the new employee record.
    This employee is created.

How to edit an employee

  1. Navigate to the Employees page using the left sidebar.
  2. Find and open the specific employee's record.
  3. Click the Edit button in the upper-right corner.
  4. Update the employee details as needed.
  5. Click Save to save your changes.
    Revised employee information is saved.