Maconomy Information Center

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. Go to Human Resources » Employees.
  2. Click + New Employee.
    The Create Employee wizard displays.
  3. In the Employee Name field, type the name of the new employee. This is a required field.
  4. Under the Address island, select a country from the drop-down list. This is a required field.
  5. If you want to create the employee from a template, select the template employee name from the drop-down list under the Template Employee island. Otherwise, fill out the other fields as needed.
  6. Click Continue.
    The Create User wizard displays.
  7. To create a user from a user type:
    1. Under the Create User from Type island, toggle on the Create User option.
    2. In the Type field, select a user type from the drop-down list.
    3. Click Create.
      A Notification dialog displays the password for the new user.
    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 island, 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.
      A Notification dialog displays the password for the new user.
    3. Click Ok.
    Maconomy saves your changes, and refreshes the page. The Employees workspace now displays information for the employee you just created.