Add employees, send invites, and build the people list
Create the initial employee records, assign them to the right account structure, and invite them when you are ready.
Start with accurate basics
The people list becomes the foundation for onboarding, memberships, shifts, leave, attendance, and payroll. Accuracy here saves time everywhere else.
Minimum data to capture
- First name and last name.
- Primary work email.
- Start date if known.
- Default account role such as staff, manager, HR, or admin.
- Team or department memberships if already agreed.
Recommended order
- Add managers and HR users first.
- Add employees in the first live location or department.
- Check for duplicate email addresses before sending invites.
- Only send invites after you are confident the structure and permissions are correct.
Invite strategy
For a phased launch, invite managers first so they can help validate data and upcoming schedules. Then invite employees once onboarding and rota content are ready.
Screenshot placeholder: show the people list or user creation form with name, email, and role visible. Recommended image size: 1600 x 1000.
Quality checks
- Every user belongs to the correct account.
- Managers have the right team memberships.
- No ex-employees or test records remain in the live list.
After the person record exists, move into onboarding so profiles, compliance, emergency contacts, and employment details are completed in a controlled sequence.