Add an employee

How to create an employee. How to manage employee profiles

Mark Borham avatar
Written by Mark Borham
Updated over a week 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 under the HR menu

  2. Choose Employees

  3. Click on the peach button “Add employee”.

Only the "First name", "Last name" and "Primary location" are mandatory. The rest is optional.


B) Set up the account

Employee Information

  1. First name : Required;

  2. Last name : Required;

  3. Email : Recommended to invite employees to Agendrix

  4. Employee number : Optional unique identifier;

  5. Street address and birth date : Optional;

  6. Phone number : Recommended to invite employees to Agendrix if no email.

  7. Date of hire : Optional information but can be interesting if you desire to filter employees by seniority.

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.

Rôles

You will want to select the management rôle in Agendrix 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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