Adding Individual Employees

Adding individual employees is a quick way to enter new hires into the system. This method is best when adding only a few employees at a time.

If you need to add multiple employees or your entire workforce, it is recommended to use the employee import feature instead.

This article applies to HR Admins responsible for adding employees to the platform.

Jump to a section below to learn how to:

• add-an-individual-employee
• required-fields
• optional-fields
• save-person

Add an Individual Employee

1. Log in to the platform and navigate to the Dashboard.
2. Click People from the left navigation menu.

2. Click Add Employee in the upper-right corner to Create Person. 

3. Enter the required employee information.

Required Fields

The following fields must be completed to add a new employee.

Employee Name

• First Name — Required
• Last Name — Required
• Middle Name — Optional

Email Address

Email (Username) — Required

• This email address will be used as the employee’s login username.

Secondary Email — Optional

Assign Manager

• Select the employee’s manager from the dropdown list.
• The assigned manager will be responsible for completing the manager portion of the employee’s evaluations.

Hire Date

• Enter the employee’s hire date.

Evaluation Date — Optional

Use this field if evaluations will be scheduled outside of a calendar date, hire date, or anniversary date schedule.

• Enter the month and day of the employee’s evaluation due date.

Example:

• The employee’s hire date is January 20, 2026.
• Their evaluation is based on a promotion date of June 20.

In this case, June 20 would be entered in the Evaluation Date field.

Optional Fields

The following fields are optional but recommended for organization and reporting.

These fields help:

• Assign employees to evaluation schedules more easily
• Group employees when reviewing active evaluations and reports

Employee ID

• Optional identifier for the employee.
• Can be used to search for employees once they are in the system.

Team

• Assign the employee to a team.

Department

• Assign the employee to a department.

Job Title

• Assign the employee’s job title.

Location

• Assign the employee’s location.

Note: If these categories have not been created yet, they can be configured on the People page.

Save Person

After entering all required information:

1. Click Submit.

The employee will now be added to the system and can be assigned to evaluation schedules and other organizational structures.