Add and onboard an employee

Adding staff from HR Records provisions the person’s workforce identity and opens their first engagement together, so you never leave HR to onboard someone. Later spells and re-hires are recorded against the existing employee.

Before you start

• You need permission to manage HR staff for the scope you are hiring into.
• Identity is owned by the workforce layer; HR only orchestrates the creation.
• Have the person’s basic details and their engagement terms to hand.

Steps

Add a brand-new staff member

1. Go to HR → Records and add a new staff member.
2. Set the Scope level (required) with its matching Entity, Branch, Department or Position.
3. Enter the identity: First name and Last name (both required). Optionally add Preferred name, Work email, Work phone and Employee number.
4. Enter the first engagement: Start date (required). Optionally set Employment type (permanent, fixed term, casual, seasonal, probation, intern or contractor), End date (not before the start date), Probation end date, Notice period (days) (0–365), Manager (an existing employee), Reporting line, Work location, Job grade, FTE (0–1) and Working pattern.

[screenshot: the add-staff form with identity and engagement sections]

Record a further engagement

5. For an existing person, open a new engagement from their record. Select the Employee (required), then set the same engagement fields as above — including Start date, End date, Probation end date, Confirmation date, Notice period (days), Manager, HR status, Job profile, Working title, Work location, Job grade, FTE and Working pattern. You may attach Document references and Readiness metadata.

[screenshot: opening a new engagement period]

Result

A new staff member appears in HR Records with an open engagement; existing employees gain a fresh engagement period. Pay amounts, payslips and tax are handled by Payroll, not here.

Related

• Recruit: campaign to hire
• Offboard an employee
• HR & Payroll reference