How do you create an employee record?

Admins and Account Owners are now able to create an employee record for the employee.

With our newest update, Admins and Account Owners are now able to create employee records for the employees. Now, with the creation of an employee record, Admins and Account Owners are able to add employee documents and assign courses PRIOR to an employee creating their account and employee record. Use these steps below to create an employee record and invite your employees.

1. Go to "Employees"
2. Click "Employee Records"
3. Click "+New Employee Record"
4. Enter the Office Name, Employee First and Last Name, and Employment Type
5. Optional: If you would like to invite the employee immediately, enter the email address at the bottom
6. Save

To invite an employee after the employee record is created, use the steps below.

1. Go to "Employees"
2. Click "Employee Records"
3. Click the menu under "Actions"
4. Click "Invite"
5. Enter the email address
6. Send

If you have questions, reach out to us!  We'd be happy to help!