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Quick add an employee

Available for the following HR plans: Premium, Platinum

This article explains how to use the Quick Add Employee feature to add a new user to your HR platform without them having to go through the onboarding process when they first login.

When adding a new employee to your organisation, you have the option to Quick Add an employee. You can also learn how to fully onboard a new employee in this article.

If you want to set up an automated onboarding workflow, you can learn how to do so in this article.

Warning

The Quick Add Employee feature will bypass ‌Employee Self-Service (ESS). The ESS generates an email containing an invitation to join the platform. This invitation will then take your employee through setting up their details, such as personal information, bank and superannuation information.

Getting started

Quick Add an employee
  1. Click the People menu.
  2. Click the Employees List submenu.
  3. On the Employees tab, click the Add Employee button.
  4. Click the Quick Add button.
    Showing the Employee Overview page with the Add Employeess followed by the Quick Add button highlighted.
  5. Complete the following fields and options:
    • Employee entity
    • First name
    • Last name
    • Date of birth
    • Email
    • Location 

      Helpful Hint

      At the end of the form, you will see the following optional entries:

      • Add New Location: Click this button if the employee works at multiple locations to add additional location details.
  6. Click the Save button. 
    Quick add.jpg

After you have clicked Save, the employee will receive notifications to complete their onboarding. They will then need to go through the Onboarding Wizard to log in and complete their setup process.

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