Create an individual employee profile

For an employee to be listed in the system, they must have an employee profile. The profile not only includes basic details, such as name and phone number, but system details, such as data source and Employee Number.

Procedure

Go to User Management. Under Employees, select Profiles.
Select Create.
On the Profile: New Person page, enter the required data:
- Last Name
- First Name
- Start Date
- Organization
The current date is the default Start Date. The default Organization is the root organization for the current user.
Complete other profile configuration settings as needed.
Select Save.

The user is now saved in the system and appears, in alphabetical order, under Names in the left panel.