There are two ways to create a new Employee Profile:

Option 1: At the Dashboard, click Plus icon > Create new employees

Option 2:

1. In the Employees, Manage Employees tab, click on New profile.

2. Fill out new employees' names and emails, check the box if you wish to send invites to them.

3. Fill in employee's information (General, Job, Documents, Dependents) and fill out default fields.

  • At this step, to save time, you can ask your employees to fill in the required information or key in the information yourself.
  • The "Onboarding" status would immediately be given to newly added employees. To modify, click on "Onboarding" and select from the dropdown box.

Add the employees’ dependent information (Optional): declare who the dependents of your employees are for tax purposes.

4. Remember to click Save when finished.

NOTE:

  • (*) indicate required fields.
  • By checking Send Invite, an activation link will be sent to your employee after you click Create.
  • The "Onboarding" status would immediately be given to newly added employees. To modify, click on "Onboarding" and select from the dropdown box.
  • To import bulk employees, please refer to the article Import Bulk Employee Profiles.
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