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How do I add an employee?

Creating employees and managing their profiles

C
Written by Charles Vallières

Creating employees

Go to Dashboard > Employees > Manage > Add employee.


Set up the account

Employee information

  1. Complete the personal tab

    • Enter the basics:

      • Name

      • Date of birth

    • Fill in all required fields marked with a red asterisk (*).

  2. Fill in the job tab

    • Add details:

      • Job title

      • Hours per week

      • Vacation unit (set this to hours)

      • Seniority or service start date

      • Start date in current role

      • Probation period

      • 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.

  3. Set up admin access

    • In the admin tab:

      • If the employee has an e-mail address:

        • Enter the e-mail address.

        • Grant access to Atlas.

        • Mark as a new user.

        • Click Save.

        • The e-mail address becomes their username.

      • If no e-mail, assign a username manually.

For users of Atlas scheduling

Once the employee record has been created, you can 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 which primary location to assign this employee to. If there are several, you can add others below.

Roles

Select the appropriate 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 several, you can add others below.

Permissions

You can also decide whether the employee will only see their own schedule or the full schedule of their colleagues. If required, here's 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 Save button. You can modify this information at any time.

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