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 → Active Users from the left navigation panel.

Active Users navigation

Step 2:

In the Active Users page, click on the  icon.

Step 3:

In the Create User page, fill in the Personal Information of the new employee. Once done, click on Next.

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

Personal info

Step 3:

As a next step, enter the Department Details of the new employee. You can assign a Manager, Secondary Reviewer, Job Title, Grade, and Date of Joining. Once done, click on Next.

Department Details

Step 4:

As a final step, you can add Incentives and in Profit Access Information you can select the Role and Proxy User for the employee. Once done, click Create.

Profit supports five user roles:

Profit User - has minimal features like creating OKRs at an individual level, check-ins, and creation of tasks, etc.

Profit Manager - has the authority to manage team, and department OKRs with a moderate level of access to features like creating OKRs for departments and reviews, etc.

Profit Super User - has administrator-level access with no restrictions and all the settings privileges.

Profit Read-Only User - has only check-in access to the assigned KRs and tasks.

Profit Task User - has access only to the task module.

Profit Access Information

The newly added employee will be added to the Active Users dashboard.

New User

Related Answer Post:

To know more about How to view the login status of active users in Profit.co, click here.

Related Questions