How to Add an Employee

Add employees to enable them to start clocking In/Out and record worked hours based on the configuration of the Initial Setup

Table of Contents:

1. Click Employees in the Left Nav to expand the options and select Employee List

2. Click and select Add

3. Fill out the Employee Information Form as needed

Jump to see all Employee Profile fields

4. Employee Portal Access

5. Click if you are done adding employees

To quickly add an additional employee, click _____

This table does not contain custom fields

Setting	Description
First Name	Employee's first name
Middle Name	Employee's middle name
Last Name	Employee's last name
Preferred Name	Employee's preferred name * The Preferred Name takes display priority over the First Name, Middle Name, and Last Name
Date of Birth	Employee's date of birth
Gender	Employee's gender
SSN	Employee's Social Security Number

Setting	Description
Full Name	Full name of Emergency Contact
Phone Number	Phone number of Emergency Contact
Work Email	Work email of Emergency Contact
Relationship	Relationship to the Emergency Contact
Address	Address of the Emergency Contact

Setting	Description
Effective	Effective Date of the Employee Status * Employee Hire Date by default, updates when an employee is edited.
Status	Active - Employee is actively working Inactive - Employee is not actively working Software access is restricted Notifications are disabled Does not count toward the number of active employees on the license Terminated - Employee has been terminated Software access is restricted Notifications are disabled Does not count toward the number of active employees on the license. Pending - Employee has been added to the system, but their hire date has not been reached.
Hire Date	The first day of employment for the employee. * The accuracy of the Employee Hire Date is important for the proper calculation of Paid Time Off.

Setting	Description
Effective	The Effective Date of the Employment Type field selections
Job Title	Select a Job Title (optional)
Employee Type	Regular Intern Seasonal Temporary Contractor On Call Vendor Employee
FT/PT Status	Full Time Part Time

Setting	Description
Effective	The Effective Date of the Compensation Type field selections
Pay Period Frequency	Weekly Bi-Weekly Monthly Semi-Monthly
Pay Type	Salary Hourly
FLSA Code	* Only applies to employees with the Salary Pay Type Exempt Non-Exempt
Pay Rate	Employee's rate of pay. Used for timesheet and reporting calculations.
Pay Rate Schedule	Hourly Daily Weekly Bi-Weekly Four Week Semi-Monthly Monthly Annual
Change Reason	None Promotion Demotion Annual Review Performance Review Cost of Living Adj. Other New Hire
Avg. Weekly Expected Hours	# hours the employee is expected to work
Expected Hours Behavior	Fixed Fluctuating

Other existing Groups, such as Departments or Positions, will be displayed in this section.

Effective	Effective Date of the Group assignment(s)
Location	Location assigned to the employee

To give the employee access to Workeasysoftware.com:

1. Enable the following setting

2. Enter the employee's email address

* Once saved, the employee will receive an invitation via email.

4. Select a Locale

Click if another employee needs to be added

Click to finish adding the employee