How to add an employee
The employee directory holds records of your people. Adding an employee creates their HR record (separate from inviting an app user).
#When to use this
Use this when a new person joins and you want them in your HR directory.
#Step by step
1
Open the HR directory
Go to the HR directory area.
2
Add an employee
Enter their details to create the record.
3
Save
The employee appears in the directory.
#Expected result
What you should see
The new employee appears in the directory and can be included in HR workflows.
#Common mistakes
- Confusing an HR record with an app user account — they are different.
- Leaving key fields blank.
#Troubleshooting
| If this happens | Try this |
|---|---|
| They cannot sign in | An HR record is not an app login; invite them as a user separately. |
#Best practices
- Keep directory records complete and current.
- Invite people as users if they need app access.
Still need help?
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