A) Creating employees
Create a new employee
Go to Dashboard > Employees > Manage > Add Employee
B) Set up the account
Employee Information
Complete the Personal Tab
Enter the employee’s:
Name
Date of birth
Fill in all required fields marked with a red asterisk (*).
Fill Out the Job Tab
Add details such as:
Job title
Hours per week
Vacation unit (set this to Hours)
Seniority or service start date
Start date in current role
Site
Department or team
To create a new job title:
Click Add (+) in the Job Title field.
Type the new job title and click Save.
The new title will appear in the dropdown menu.
Always select dates using the calendar icon—do not type dates manually.
Set Up Admin Access
In the Admin tab:
If the employee has an email address:
Enter the email address.
Grant access to Atlas.
Mark as a new user.
Click Save.
The email address becomes their username.
If no email, assign a username manually.
Once the employee record has been created, you will be able to view it in your list of Employees on Atlas and Atlas Scheduling.
Locations, Roles and Positions
To manage roles related to Scheduling:
Go to Atlas Scheduling > HR > Employees > Select employee > Roles and positions
Primary Location: Required
You can select to which primary location this employee will be assigned. If there are more than one, you can add others below.
Roles
You will want to select the management role in Atlas Scheduling such as employee or administrator, see this article for more information about roles.
Positions
You can select the Primary Position of the employee. If there are more than one, you can add others below.
Permissions
You can also decide if the employee will only see his schedule or the full schedule of his colleagues. Should it be required, here is how to create new positions.
Hourly rate
If an employee has more than one position, you can assign an hourly rate for each position.
When everything seems good, press the green button Save. You can modify this information at anytime post-creation.