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Add an employee

Create an employee account, assign a role, and decide whether to send the invitation immediately.

Add the employee

  1. Open Settings > Employees.

  2. Select Add employee.

  3. Enter the required first name and a valid phone number. Add last name and email when available.

  4. Select the employee's role and, when enabled, departments and the matching accounting employee.

  5. Turn on Skip invitation only when the employee should not receive an invitation yet.

  6. Select Create.

After creation

  1. Open the employee from the list to add access, salary, vacation, skills, or other details.

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