How can I add a new employee to Profit.co?

In Profit.co, you can add new employees, assign them to departments, configure their roles and access levels, and set up department-level privileges, enabling hassle-free workforce management within your organization.

What is the Add Employee feature in Profit.co?

The Add Employee feature in Profit.co allows Super Users to create new user profiles for employees joining the organization. Each employee profile can be configured with personal information, department details, job titles, roles, reporting managers, and department-level privileges, giving administrators full control over employee setup from a single interface.

Who can add a new Employee in Profit.co?

Note: Only Super Users can add and manage employee profiles in Profit.co. Ensure a license is available before adding a new user. If no licenses are available, they must be purchased before creating the user.

What information can be configured when adding a new Employee?

How to add a new Employee in Profit.co?

Follow these steps to add a new employee in Profit.co:

Step 1

• From the left navigation panel, go to Settings → User Management.
• On the Active Users page, click on + Create User to begin creating a new employee profile.

Note: You can disable the auto-generation of User ID by navigating to Settings → User Management → Number Generation.

Step 2

• On the Create User page, fill in the Personal Information of the new employee including name, email, job title, and grade.
• Enter the department details and select the employee's primary department and reporting manager.

Note: You can also assign Cross-Functional Departments to the user, these indicate additional departments the user collaborates with beyond their primary department, helping reflect cross-department contributions more accurately in the system.

• In the Profit Access Information section, select the appropriate Role and Proxy User for the employee.
• Once all details are filled in, click Create.

Note:

• You can click the + Add Role button to assign app-specific roles to the user.
• You can assign department-specific privileges directly under the Department-Level Privileges section. Use OKR Champion for to select departments where the user acts as OKR Champion and Check-in User for to select departments where the user can check in on OKRs.
• A single user can be assigned across multiple departments at once using the searchable department list.

Step 3: Verify the newly added Employee in Active Users

• Once created, the newly added employee will appear in the Active Users list under User Management.
• Verify that all details, roles, and department assignments are correctly reflected in the employee's profile.

Best Practices for adding Employees in Profit.co

• Ensure licenses are available before adding new users to avoid interruptions during onboarding.
• Assign the correct Role at the time of creation to ensure the employee has the appropriate level of access from day one.
• Use the Department-Level Privileges section to assign OKR Champion and Check-in User roles at the department level, especially for employees who manage or monitor OKRs across multiple departments.
• Use Cross-Functional Departments for employees who actively collaborate or contribute across teams beyond their primary department, ensuring their involvement is accurately represented in the system.
• Assign a Reporting Manager during employee creation to establish the correct reporting hierarchy for performance reviews and OKR visibility.
• Review the Active Users list after creating each employee to confirm all details and privileges are correctly configured before the employee begins using the platform.

Related Questions

Click here to learn more about how to view the login status of active users and the License Summary Dashboard in Profit.co.

Frequently Asked Questions