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Add an employee

How to create an employee. How to manage employee profiles

Kathy Gwinnett avatar
Written by Kathy Gwinnett
Updated over 7 months ago

To reactivate an archived employee, follow these steps.

To add multiple employees at the same time, follow these steps.


A) Creating employees

Create a new employee

  1. Go to “Employees/Workers”

  2. Choose “Manage”

  3. Click on the pink button “Add Employee/Worker”

Only the “First name” and “Last name” are mandatory. The rest is optional.


B) Set up the account

Employee Information

4. First name : Required;

5. Last name : Required;

6. Fill out any other necessary information, then click Next.

7. Fill out the mandatory information to do with the job details.

8. Make sure the holiday entitlement field is in hours, then click Next.

9. Ensure the “Grant access to Atlas” switch is turned on.

10. Click on the pink save button to create the employee record.

Once the employee record has been created, you will be able to view it in your list of Employees on Atlas and on Rotas & Workforce Management.

Locations, Roles and Positions

Primary Location: Required
You can select to which primary location this employee will be assigned. If there are more than one, you can add others below.

Roles

You will want to select the management role in Rotas and Workforce Management such as employee or administrator, see this article for more information about roles.

Positions

You can select the Primary Position of the employee. If there are more than one, you can add others below.

Permissions

You can also decide if the employee will only see his schedule or the full schedule of his colleagues. Should it be required, here is how to create new positions.

Hourly rate

If an employee has more than one position it is possible to instantiate one hourly rate per position.

When everything seems good, press the green button Save. You can modify this information at anytime post-creation.

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