How can I add a new employee to Profit.co?
Category: General
In Profit.co, you can add new employees, assign them to departments, and establish job titles for them.
Why this feature?
- This feature allows you to add employees whenever a new member joins the organization.
- Users can add a role, job title, grade, department name, and reporting manager name for the newly joined employee.
- This facilitates hassle-free workforce management within the company.
Note: Only Super Users can perform this action.
Step 1
Navigate to Settings → User Management from the left navigation panel.
Note: Ensure you have a license available prior to adding a user, if not licenses must be purchased.
On the Active Users page, click on + Create User to create a new user.
Step 2
In the Create User page, fill in the Personal Information of the new employee.
Note: You can disable the auto-generation of User ID by navigating to Settings → User Management → Number Generation.
As a next step, enter the Department Details of the new employee.
In Profit Access Information you can select the appropriate Role and Proxy User for the employee. Once done, click Create.
Note: You can click on +Add Role button and can add specific roles to the user. To know more about the app-specific roles, click here
Step 3
The newly added employee will be added to the Active Users menu.
Related Answer Post
To learn more about how to view the login status of active users in Profit.co, click here.
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