Creating a New Employee

Use the following steps to add a new employee to the system. If you want to use the import feature to bulk import employees, see the article on Importing Employees.  

1. Navigate to the Employees module. 

2. Select CREATE EMPLOYEE to open the New Employee screen. 

3. Enter the employee’s data. Fields with a red asterisk (*) are required. Select CREATE EMPLOYEE when done. 

4. Add or Edit Employee Information: There are two tabs located at the top of the page, the Personal tab and the Schedules tab. You will automatically be brought to the Personal tab to complete or edit any employee information. Use the edit icon to add or edit identifier and personal information. 

5.  Adding a Contact: Select ADD CONTACT and fill in all required fields. When complete, select SAVE. To Save and add another contact, select SAVE AND ADD NEW. Make sure you add an email address for those employees that need access to the Mobile App, Sandata Mobile Connect.