Adding an Employee

1. Navigate to the Employee List
2. Click the Create Employee button

3. Enter the employee's information
   • First Name
   • Middle Name*
   • Last Name
   • Email - This is where all employee emails will be directed.
   • Phone Number*
   • SSO Identifier* (if SSO is set up)
   • Source System ID*
   • Start Date*
   • Termination Date*
   • Test Employee*
   • Opt Into Surveys*

An asterisk (*) indicates an optional field.

4. Continue to the process flow section or select Create if you do not wish to add a process flow

Adding a Process Flow

1. Select a Location. 

2. Select a Process Flow.
   • Only process flows available to the selected location will appear.

3. Enter the Employee Due Date and Due Date. 
   • Employee Due Date is the date that all employee facing activities must be complete. By default the Employee Due Date is 7 days from the date of creation.
   • Due Date is the date that the entire process flow (employee and admin activities) needs to be complete. By default the Due Date is 14 days from the date of creation

4. Select the employee's Recruiter, Hiring Manager, or Coordinator with the drop-down menu. 
   • The list displays Team members who have access to the selected location

5. Click Create