New employees can be created through the Mobility Manager widget when creating a new Case Record.
To create a new employee, the first step is to navigate to a Landing Experience Dashboard with the Mobility Manager Widget. Select the "Create a New Record" option.
Select an appropriate Mobility Type from the modal.
Click on the Add Employee option on the Select or Create an Employee modal.
On the next screen, select a Company to add the Employee in, and define their Last Name, First Name, and Email Address.
Click on
to proceed with entering the Case Record details of the Employee.
In case there is an existing employee that has similar details to an existing employee in the Equus Platform, the modal will prompt the user to use the matching employee instead:
Tick the check box next to the chosen employee record, and click on
to proceed with creating the Case Record.
Check out this article to learn more about creating Case Records.
