Add your first employee

Create the record

1. 1Go to Employees and select Add employee.
2. 2Enter First name and Last name. These are the only required fields.
3. 3Fill in Email if you plan to use the Employee Portal, renewal requests, or reminder-driven workflows that email the employee.
4. 4Optionally set Job title, Department, Employee number, Hire date, Location, and Notes.
5. 5Save the record.

Fields that affect other features

• Email — required to send a portal link or a secure renewal link by email.
• Location — controls which managers can see the employee and how Location Comparison groups them.
• Job title and Department — descriptive only; requirements come from role templates, not job title text.