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Add a New Employee

Create a new employee profile by entering required personal, employment, and organizational information to initiate the employee record in the system.
This process is typically used to add existing employees into the system. New hires generally progress through the vetting workflow before transitioning to Employees.
1

Navigate to Employees

HR E Nav 1
2

Select Add Employee

HR E Add
3

Fill in the required information

HR E Add C
Select Add to complete or Cancel to exit without saving changes. 

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Request to Create an Account

Create and submit a request for employee system account setup. Submitted requests are routed to the Requests module for review and approval.
1

Select Create Account

HR E Create A
2

Fill in the required information

HR E Create A C
Select Add to complete request submission or Cancel to exit without saving changes. 
3

Approval and fulfillment

Submitted requests are routed to the Requests module for review, approval, and account provisioning. 

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Deactivate

Deactivate an employee account to initiate the offboarding process. The employee will be moved to the Offboarding section and will no longer appear in the active employee list.
1

Select the deactivate button to the right of the employee's profile

HR R Deactivate
2

Select Deactivate to confirm

HR E Deactivate C
3

Complete offboarding in the Offboarding module

Deactivated profiles appear in Offboarding for task tracking and archival purposes. 

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Update Employee Information

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General Information

Update employee’s basic profile details.
1

Select an employee

HR E Select
2

Select Edit

HR E Edit
3

Fill in the required information

HR E Edit C
Select Save to complete or Cancel to exit without saving changes.

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Personal Information

Manage employee’s confidential personal details for records and compliance.

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Edit Personal Information

1

Navigate to Personal Information

HR E PI
2

Select Edit

HR E PI E
3

Fill in the required information

HR E PI E C
Select Save to complete or Cancel to exit without saving changes.

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Organizational Chart

View an employee’s organizational chart.
1

Navigate to Organizational Chart

HR E OC

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Employment Information

Manage employment-related details such as hire date, reporting manager, and other information used for internal records.

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Edit Employment Information

1

Navigate to Employment Information

HR E EI
2

Select Edit

HR E EI E
3

Fill in the required information

HR E EI E C
Select Save to complete or Cancel to exit without saving changes.

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Employment Planning

Manage internal job changes such as role updates, transfers, and promotions. Changes made in this section are reflected in the organizational chart.

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Plan a New Employee Position

1

Navigate to Employment Planning

HR E EP
2

Select Plan a Position

HR E EP Plan
3

Fill in the required information

HR E EP Plan C
Select Add to complete or Cancel to exit without saving changes.

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Modify an Employee Position

An employee’s current position cannot be deleted. To remove or replace the current position, update the employment plan with the appropriate position.
1

Select an action

HR E EP Mod
  • Edit: Select the edit icon to update an existing entry
  • Delete: Select the trash icon to delete an existing entry. 
2

Confirm the action

  • Edit: Fill in the required information. Select Update to complete or Cancel to exit without saving changes. 
  • Delete: Select Delete to complete or Cancel to exit without saving changes. 

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Employment History

Record previous roles and employment details to track employee history.

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Add Employment History

1

Navigate to Employment History

HR E EH Nav
2

Select Add Employment History

HR E EH Add
3

Fill in the required information

HR E EH C Add
Select Add to complete or Cancel to exit without saving.

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Modify Employment History

1

Select an action

HR E EH Mod
  • Edit: Select the edit icon to update an existing entry
  • Delete: Select the trash icon to delete an existing entry. 
2

Confirm the action

  • Edit: Fill in the required information. Select Update to complete or Cancel to exit without saving changes. 
  • Delete: Select Delete to complete or Cancel to exit without saving changes. 

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Salary

Manage employee salary information, record planned salary changes, and track salary history.

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Plan a Salary

1

Navigate to Salary

HR E S Nav
2

Select Plan a Salary

HR E S Plan
3

Fill in the required information

HR E S C Plan

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Modify a Salary Plan

An employee’s current salary cannot be modified. To replace the current salary, update the salary plan with the appropriate salary.
1

Select an action

HR E S Mod
  • Edit: Select the edit icon to update an existing entry.
  • Delete: Select the  trash icon to delete an existing entry. 
2

Confirm the action

  • Edit: Fill in the required information. Select Update to complete or Cancel to exit without saving changes. 
  • Delete: Select Delete to complete or Cancel to exit without saving changes. 

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Taxes

View employee tax certificates, exemptions, and uploaded tax documents. Tax information and forms are self-submitted by employees.

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View Current Tax Records

1

Navigate to Taxes

HR E T Nav
2

Select a form type

HR E T Type
Select Federal Income Tax, State Income Tax, Tax Exemption, 673 Tax, or Other to view the corresponding tax information and uploaded documents.
3

Select a form

HR E T View
Select View Form to view the employee’s most recent tax record. Select History to view previous tax records. 

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View Tax Record History

1

Select a form type

HR E T Type
2

Select History

HR E T History

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Deposit

Add employee direct deposit information for payroll processing.
1

Navigate to Deposit

Deposit Tab
2

Select Add Deposit

Add Deposit
3

Fill in the required information

A Add Deposit
Select Add to complete or Cancel to exit without saving changes.

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Leave Accrual

Track and manage employee leave balances, including accrued leave, carryover amounts, and usage within the current period.
Carryover Balance: The amount of unused leave from the previous period that is carried into the current periodTaken Carryover Leaves: The number of leave days used from the carryover balance during the current periodRemaining Carryover Balance: The remaining carryover leave after usage. Calculated as: Carryover Balance − Taken Carryover Leaves. Expired carryover leave will be lost.Negative Carryover: A negative leave balance carried over from the previous period.Leave Entitlement: The total leave allocated to the employee for the current period based on company policy.Taken Leaves: The number of leave days used from the current period’s entitlement.Remaining Balance: The remaining leave available. Calculated as: Leave Entitlement − Negative Carryover − Taken Leaves.

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Edit Leave Accrual

1

Navigate to Leave Accrual

HR E LA Nav
2

Select the edit icon

HR E LA Edit
3

Fill in the required information

HR E LA C Edit
Select Save to complete or Cancel to exit without saving changes. 

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Assets

Create requests to assign employee work assets, including new assignments, loans, returns, and software installations.
1

Navigate to Assets

HR E A Nav
2

Select Requests

HR E A Req
3

Select a request type

HR E A Req Type
4

Fill in the required information

HR E A C Requ
Select Add to complete or Cancel to exit without saving changes 
5

Approval and fulfillment

Asset Request M
The request is sent to the assigned approver(s), typically the employee’s manager(s), for review. HR may track progress of the request in the Requests module. Once approved, it is forwarded to IT for fulfillment.
6

Completion

Upon completion, the requested asset will appear in the Assets tab of the employee’s profile.

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Certificates

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Add a Certificate

1

Navigate to Certificates

HR E C Nav
2

Select Add Certificate

HR E C Add
3

Fill in the required information

HR E C C Add
Select Add to complete or Cancel to exit without saving changes 

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Modify a Certificate

1

Select an action

HR E C Mod
  • Edit: Select the edit icon to update an existing entry.
  • Delete: Select the trash icon to delete an existing entry. 
2

Confirm the action

  • Edit: Fill in the required information. Select Update to complete or Cancel to exit without saving changes. 
  • Delete: Select Delete to complete or Cancel to exit without saving changes. 

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Skills

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Add a Skill

1

Navigate to Skills

HR E Sk Nav
2

Select Add Skill

HR E Sk Add
3

Fill in the required information

HR E Sk C Add
Select Add to complete or Cancel to exit without saving changes.

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Modify a Skill

1

Select an action

HR E Sk Mod
  • Edit: Select the edit icon to update an existing entry.
  • Delete: Select the  trash icon to delete an existing entry. 
2

Confirm the action

  • Edit: Fill in the required information. Select Update to complete or Cancel to exit without saving changes. 
  • Delete: Select Delete to complete or Cancel to exit without saving changes. 

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Contacts

View an employee’s emergency contacts, dependents, and beneficiaries. Contacts are self-submitted by employees.
1

Navigate to Contacts

Contacts
2

Scroll to view all employee contacts

View Contacts

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Education

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Add Education

1

Navigate to Education

HR E E Nav
2

Select Add Education Level

HR E E Add
3

Fill in the required information

HR E E C Add
Select Add to complete or Cancel to exit withouth saving changes. 

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Modify an Education Entry

1

Select an action

HR E E Mod
  • Edit: Select the edit icon to update an existing entry.
  • Delete: Select the  trash icon to delete an existing entry. 
2

Confirm the action

  • Edit: Fill in the required information. Select Update to complete or Cancel to exit without saving changes. 
  • Delete: Select Delete to complete or Cancel to exit without saving changes. 

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EEO Information

View an employee’s EEO Information. Self-identification is self-submitted by employees.
1

Select the EEO Information tab in the employee profile

EEO Info

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Documents

View and manage employee’s related documents.

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Add a Document

1

Navigate to Documents

HR E D Nav
2

Select a document type

HR E D Type
3

Select Add Document

HR E D Add
4

Fill in the required information

HR E D C Add
Select Add to complete or Cancel to exit withouth saving changes. 

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Request History

View an employee’s request history.
1

Navigate to Request History

R History
2

Select a view

R History View
Select Open to view ongoing requests or Closed to view completed requests. 
3

Refresh, filter, and organize requests

R History Actions
Refresh: Reload content to show the most current information. Filter: Only show results according to categories such as request type, priority, request date, due date, and status. Column options: Show or hide request details such as request ID, subject, request type, priority, request date, due date, and status.

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Benefits

View assigned benefits for the employee.
1

Navigate to Benefits

Benefits
To make changes, navigate to the Benefits section from the navigation panel.