How To Manually Add An Employee to TribeHR

In TribeHR, there are four ways to get employee information into the system, by hiring employees via the applicant file, manually adding employees with the Employee Wizard, importing them via the import employees tool and inviting employees to fill out their own profile.

  • As an Administrator. click on Add an Employee under the Popular Activities.

  • This will bring you to the Add an Employee Wizard, using the wizard following the steps and add an employee.
  • Fill out the First Name, Middle Name (optional) and Last Name then click on Continue

  • Fill in the Account Details for your new employee, including Email Address and Username.
  • Use the Account Type drop down to select the type of account that this employee will have,  Administrator, Manager or Employee. 
  • Fill in the rest of the information that you wish to track, including any Company Tracked Details that you have set up, don't worry if you don't have all the information now, you can always go to the employee file to add information.

  • Under the Time Off Quotas section you can set up the time off quotas for the employee using the drop downs, the defaults for the time off types you have set up will be autofilled in this section. 
  • Click Continue to move to the next section of the Employee Wizard

  • On the Employee Details screen you can fill in the Mobile or Home PhoneStreet Address, City, Province, Country, Postal or ZIP Code, Birthday and Emergency Contact Name and Number. Information that can be pulled off the applicant file will be autofilled, don't worry if you don't have all the information yet, you can add it in on the Employee File later.
  • Click Continue to move to the next section of the Employee Wizard.

  • Fill in the Job Details for your employee, First Day of Work, Work Hours Per Day and Standard Hours (Work Hours Per Week) are mandatory fields. 
  • Use the drop downs to select their Manager, Job Title, Department, Location, Employee Class and Pay Type.
  • Fill in the rest of the information as needed, including, Employee Number and Pay Rate.
  • Click on Continue to move to the next section of the Employee Wizard.

  • Confirm the details that you have input via the Employee Wizard are correct, if not you can click the Edit These Details button to be brought back to the proper section to change these details. 
  • You can Select or Deselect the Send This Employee A Welcome Email, Inviting Them To Set Their Password checkbox, depending on if you want them to set up their credentials right away, if you deselect this check box you can invite them into TribeHR later. 
  • Click Save & View Employee to create the employee, you will be brought to their employee file where you can see the information you just set up. 

  • Since you can customize the information you collect for each employee profile, make sure you've created your custom employee fields in the Administration section before you invite your employees. This way, no one will have to backtrack to add new information.

 Still have questions about adding a new employee? Submit a help request and the TribeHR support team will be happy to help!

Have more questions? Submit a request

Comments

Powered by Zendesk