Add an employee

Adding someone to HRM gives them an employee record, so their job details, time off and attendance are all in one place.

In Agiled, every employee is also a member of your workspace. You add them by sending an invitation, then fill in their HR details.

Add the employeeCopy Anchor Link

1. Open HRM › Members.
2. Select Invite member.
3. Enter their email address.
4. Choose a role: Admin, Manager, Member or Contractor.
5. Select Send invite.

They appear in the list as Invited until they accept.

Fill in their HR detailsCopy Anchor Link

1. In HRM › Members, open the row's Actions menu and select Edit.
2. Add their name, Employee ID, Job title, Department, Position, Manager and Join date.
3. Add contact, emergency contact and payment details if you keep them.
4. Select Save member.

You're done when their record shows their job title and department, and their status changes from Invited once they accept.

Good to knowCopy Anchor Link

• The role decides what they can see and do in Agiled. Choose the smallest one that fits.
• The Department list shows your teams. If it's empty, set up teams first.
• Use Resend invite or Cancel invite on the member's row if the invitation went to the wrong place.
• Just want to give someone access to Agiled? See Invite your team.

RelatedCopy Anchor Link

• Edit or offboard an employee
• Set up teams
• Accept an invitation