This article will guide you through the process of adding a new employee record in the system and then creating a user account for that employee.

1. On the left-hand sidebar, click Information Manager, then select ‘Locations’ from the dropdown menu.

   

2. Select the location where the employee should be added. For example, in this case, we’re assigning the employee to location HP-002.

   

3. Once inside the location, click on the ‘Employees’ tab from the left-hand panel.

   

4. Click ‘Add More’, then choose the ‘New Employee’ option to begin entering a new record.

   
   

5. Fill Out Employee Details

   Complete the form with all the necessary employee information.

   You can also add custom fields using the Form Generator to capture specific details such as:

   • Emergency Contact Name

   • Emergency Contact Phone Number

   • Relation to Employee

   • T-Shirt Size

   You can refer to [this link] for detailed steps on using the Form Generator.

6. Once all fields are filled, click ‘Add’.

   

7. After clicking ‘Add’, you’ll be taken to the Account Creation page. Here, you can:

   • Generate login credentials for the employee

   • Assign them Training & Development access

   
8. Click ‘Save’ to complete the process.

Your employee record and user account are now successfully created.