HRSimplified offers multiple methods to add employees, whether you are managing a small team or onboarding in bulk. This guide outlines the three methods for adding employees manually, through an onboarding invitation, or via bulk upload.

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Accessing Employee Management #

To add employees, you need to navigate to the HR Administration section:

1. Select HR Administration from the left-hand menu.
2. Click on All Employees to access the employee management options.

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Method 1: Adding an Employee Manually #

This method is ideal for smaller teams or when onboarding one employee at a time. You can add detailed employee information and configure access rights immediately.

Steps: #

1. Navigate to HR Administration > All Employees.
2. Click on Add Employee.
3. Fill in the required fields, such as:
   • Name
   • Job title
   • Department
   • Other personal details.
4. (Optional) If you want the employee to have access to the system, choose the option to create a user account, and assign the correct access level.
5. Assign Role: Allocate the appropriate role (e.g., Admin, Manager, Employee) to ensure they have the right permissions within the platform.
6. Click Save to add the employee.

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Method 2: Creating an Employee Onboarding Invitation #

This method allows you to send an onboarding invitation, letting employees complete their own profile and details directly in the system.

Steps: #

1. Go to HR Administration > All Employees.
2. Select Create Employee Onboarding.
3. Enter basic information, including:
   • Name
   • Email
   • Department
4. Click Send Invite: The system will send an email with a link for the employee to log in, update their details, and upload necessary documents.
5. Once logged in, the employee will follow prompts to finish the onboarding process, including setting up their user profile.

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Method 3: Bulk Uploading Employees (Excel File) #

For larger teams, HRSimplified allows you to bulk upload employee data using an Excel file. This method helps save time and is ideal for onboarding multiple employees at once. It also allows you to automate the creation of the company structure within HRSimplified.

Steps: #

1. Navigate to HR Administration > All Employees.
2. Click on Upload Employees.
3. Download the Excel Template: The system provides a template that includes columns for employee information (name, role, department, etc.).
4. Prepare the Data: Fill out the required employee details in the Excel sheet, following the instructions provided to ensure correct formatting.
   • Important: The bulk upload process will also create your company structure (departments, managers, etc.) as defined in the Excel sheet.
5. Upload the File: Once complete, upload the file back into HRSimplified.
6. Review and Confirm: The system will display a preview of the uploaded data for your review.
7. Activate Employee Accounts: Employees will be created but not immediately activated. You’ll need to assign roles and provide login details to activate their accounts.
8. Avoid Duplicates: Make sure you don’t upload the same employees more than once, as this will create duplicate records.

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Important Tips: #

• Bulk Upload Caution: Importing the file multiple times will create duplicate entries. Always ensure the data is correct before uploading.
• Company Structure: When using the bulk upload method, ensure that the company structure (departments, managers, etc.) is correctly defined in the Excel sheet to avoid misconfigurations.

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Conclusion #

HRSimplified offers flexible methods for adding employees, whether you’re adding them manually, through an onboarding invitation, or via bulk upload. Each method ensures employees are added efficiently, and roles are assigned based on your organizational structure.