If your company has not implemented the Authorization Wizard tool or another method for creating employee records (i.e. via import), an employee can be manually created in the system.
The first step in creating an Employee record is to search for the employee to ensure he or she has not already been set up in the system. See How to search for an employee and/or assignment record? and check the “Include Inactive Assignments” box will increase the search pool to include employees who have been on past assignment.
If the employee you are looking for does not appear within the search results, click the
Enter the information requested (Company, Last Name, First Name, and Gender) and click the
button. Note: Required fields are indicated with an asterisk (*).
The blank Employee Details screen will appear where you can enter demographic information for your employee, including but not limited to: Employee Details, Citizenship Information, Passport Information, Personal Information, and Employment Status Information. More data is always preferable, but it is recommended that the following fields (at minimum) be completed: Email Address, Primary Citizenship, and Birth Date.
Note: To add passport details, click the
button in the Passport Information section.
When you have entered the information, click
to complete creation of the employee. To upload any documents to the employee record, the record must be saved first.
It is possible that some of the fields listed above will not show on the screen and that some additional fields may show on the screen. This depends on the configuration of the fields on the screen.