Add an employee

Create the record

1. 1Go to Employees and select Add employee.
2. 2Enter First name and Last name.
3. 3Add Email if you intend to send portal links, renewal links, or approval notifications to this person.
4. 4Set Location if you use multiple sites or scope managers by location.
5. 5Optionally add Phone, Job title, Department, Employee number, Hire date, and Notes.
6. 6Save.

Field notes

• Email — without it, portal and renewal links must be shared manually. ComplyNestly will tell you when no email is on file.
• Location — determines which managers can see the record and how Location Comparison groups it.
• Employee number — free text for matching against your HR or payroll system.
• Job title — descriptive only. It creates no requirement by itself.

There is no CSV import. Employees are added one at a time through this form.