Refer to this article if your version is below 7.4.1
This is a feature that allows the user to add employees to the system easily. Upon adding the employee admin user can create login details (username and password) for that particular employee at the same time.
Adding employees to the system can be done via the OrangeHRM PIM module. It is possible to maintain employee details such as personal details, contact details, immigration details, work week, emergency contacts, social media details and etc when adding employee details to the system.
Refer to the following article to learn more about the add employee wizard and to view and edit the employee profile.:
Go to Employee Management -> Add Employee
Step 1 -Click the ‘Add’ button on the Employee List Screen. The Add Employee Screen is displayed as follows.
Step 2 – Complete the following fields.
|First Name of the Employee.|
|Middle Name of the Employee.|
|Last Name||Last Name of the Employee.|
|Employee ID||Employee ID is generated automatically. The user can change the Employee ID if required.|
|Employee profile picture||A photograph of the employee can be attached.|
|Location||The location employee works.|
|Create Login Details||The user has the option of creating the login details for the employee.|
Step 3 – If the ‘Create Login Details’ option is selected, additional fields get displayed as follows.
Step 4 – Complete the following fields.
|Username||Username for the employee.|
|Status||Enable or disable the user account.|
|Password||Enter a strong password.|
|Confirm Password||Re-enter the password.|
|ESS Role||Default ESS selected. Change if the user needs a custom ESS Role.|
|Supervisor Role||Default Supervisor selected. Change if the user needs a custom Supervisor Role.|
|Admin Role (Optional)||The user has the option of selecting the admin privileges. As an example: Global Admin, Regional HR Admin, Asset Manager, Recruitment Manager, Time Manager and Global Salary Admin as configured in the system. Else, the user has the option of keeping the Admin role blank if no Admin privileges are given to the user.|
Step 5 – Click 'Next'.
Step 6 – If the user has enabled the Add Employee Wizard, then the user is guided to add more information as shown below based on the wizard configuration.
Click 'Next' to go to the next screen of the Wizard.
Step 7 - The user profile will be created successfully once you click "Save."