Create an Employee

Use these steps to add a new employee, and to assign user credentials to that employee. You can create the employee from an employee template. You also have the option to copy user setup from the template to the new employee.

To create an employee:

1. Under the Human Resources menu group, go to the Employees workspace.
2. Click +New Employee.
3. In the New Employee dialog box, specify the name of the new employee in the Employee Name field. This is a required field.
4. Under the Address card, select a country from the dropdown list. This is a required field.
5. If you want to create the employee from a template, select the template employee name from the dropdown list under the Template Employee card. Otherwise, fill out the other fields as needed.
6. Click Continue.
7. To create a user from a user type:
   1. Under the Create User from Type card, toggle on the Create User option.
   2. In the Type field, select a user type from the dropdown list.
   3. Click Create.
   4. Click Ok.
   Maconomy saves your changes, and refreshes the page. The Employees workspace now displays information for the employee you just created.
8. To create a user from a template:
   1. Under the Create User from Template card, toggle on the Copy User from Template option.
      Warning: Make sure you only toggle on one option. If you enable both the Create User and Copy User from Template options, Maconomy will create two users for the employee.
   2. Click Create.
   3. Click Ok.
   Maconomy saves your changes, and refreshes the page. The Employees workspace now displays information for the employee you just created.