The Add Employee Wizard makes adding a new employee easier by guiding HR Admins through only the fields your organisation needs. Admins choose which default and custom fields appear in the wizard and which of them are mandatory. Once the wizard is enabled, the system shows each step and the required fields to fill in when adding an employee.

Configure the Add Employee Wizard

To configure the wizard, go to Employee Management → More → Configuration → Add Employee Wizard. The Configure Add Employee Wizard screen appears as shown below.

Step 1 – Click "Enable Add Employee Wizard" to activate the feature and click "Save."

Step 2 – For each section, select the fields that should be included in the wizard and make them mandatory if needed. Both default fields and custom fields are available for selection.

For example, click the down arrow to expand a section and show its fields. Then select the "Is Required" checkbox for each field that must be filled in.

If there are any custom tabs created in the system, those tabs are also shown on the screen.

Step 3 – Click "Save."

Pay Policy Selection in the Add Employee Wizard

From 8.3 onwards, when you add an employee through the wizard, the system selects the employee's Pay Policy for you, based on the eligibility criteria set on each pay policy (Location, Sub Unit, Job Title and Employment Status). This helps make sure new employees are not missed from attendance pay calculations.

[To be confirmed with the Product Owner before publishing: which wizard step shows the Pay Policy field; whether the policy is filled in automatically or suggested; what happens when no policy or more than one policy matches; and whether the HR Admin can change the selection.]

[Screenshot: Add Employee Wizard step showing the automatically selected Pay Policy]

Note: You can change an employee's pay policy later from their Job tab. Refer to Assigning a Pay Policy to an Employee Manually.