- From the left-hand navigation menu, Click on Employees.
- Click on + Add Employee (Dropdown) and select Quick Add.
- Enter the employee’s basic details, including:
- Full name
- Email address
- Phone number
- Role/Designation (e.g., Support Worker, Admin)
- Employment type (Full-time, Part-time, Casual, etc.)
- State
- Any other mandatory fields.
4. Select Yes to send the employee an invitation immediately.
5. Enable Allow Employee to View or Upload Document if required.
6. Click on Submit to create the employee profile.
The employee profile is successfully created using the Quick Add option and is immediately available in the Employees list. Additional information can be added to the profile at any time.
