Add & edit employee

In simple words

Add & edit employee is part of HR & Payroll. Full personal, job and salary details. This guide takes you through it in 6 short steps.

Where it fits in your work — Hire. Applications move through a recruitment pipeline; an accepted offer creates the employee record.

Before you start

• You need to be signed in to your company's workspace. HR & Payroll appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Add & edit employee belongs to People in HR & Payroll. Full personal, job and salary details.

Step by step

1. 1

   Step 1

   Open HR & Payroll

   Sign in and open the HR & Payroll panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Add Employee”

   In the left menu of HR & Payroll, open the page called “Add Employee” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Fill in the details

   Complete the fields on the form:

   • First name *
   • Last name *
   • Work email *
   • Employment status
   • Date of birth
   • Gender
   • Marital status
   • Personal email
   • Personal phone
   • Address
   • City
   • State
   • Postal code
   • Department
4. 4

   Step 4

   Save it

   When the details are right, click “Create Employee” to save.

5. 5

   Step 5

   Other actions on this screen

   You will also see these buttons:

   • Add contact
   • Cancel
6. 6

   Step 6

   Done

   Full personal, job and salary details.

Tips

• Fields marked with * are required — First name, Last name, Work email. The form cannot be saved until they are filled in.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open HR & Payroll → Open “Add Employee” → Fill in the details → Save it → Other actions on this screen → Done

What it connects to

• Finance

  Salary payouts post to Finance automatically.

• Online Tests

  Candidates take online tests from the hiring pipeline.

• SOPs & Policies

  New joiners get their procedures assigned.

• Team Chat

  Leave and approval notifications can reach the team channel.

What you will see on this screen

These are the parts of the Add Employee screen, exactly as they appear in the product.

Why use HR & Payroll

HR & Payroll replaces hr & payroll software, on the same login and the same data.

• Hire, onboard, track attendance and pay from one record
• Employees self-serve leave, salary and documents — HR stops chasing
• Payroll posts to Finance automatically
• Managers approve leave and timesheets where they already work

Who uses HR & Payroll

• HR team

  Run recruitment, employee records, leave rules and payroll.

• Managers

  Approve leave and see their team's attendance.

• Employees

  Check in, request leave, view payslips and documents themselves.

• Super Admin

  Set permissions and see HR analytics for the whole company.

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