PeopleMatter: Administrators: How do I Manually add an Employee? (video)

Administrators can manually add a Team Member.  This is typically done in the following situations:

• You want to add Administrative Users, such as Human Resources Staff or Managers
  
  or 
  
  
• You have an individual who will skip the application process but needs to complete onboarding through the PeopleMatter Platform

Before adding a new employee, you are encouraged to communicate with the individual, so they know to expect the account creation email from donotreply@peoplematter.com.  

To access Team Members at any time, follow this path: Settings. → Select your organization.  → Company Settings/Team Members.  You may see Team Members as Employees, Staff Members, or Associates.  

To manually add an employee:

• Click Add New

• Enter Team Member Personal Information, including First Name, Last Name, and Email Address, which are required fields
• It is important to note that when entering the email address, you must use the individual’s email address and not a shared email address 
• A unique and individual email address is required because this will be used for the Team Member to create their personal account within PeopleMatter
• You may run into errors if using a shared Email that already exists in the system

• Under Primary Job, click Add a Position.  You will be prompted to select the units the Team Member will need to access. When finished assigning units, click Continue

• You will be prompted to enter additional information, including Hire Date at New Unit, Status, and Position at New Unit. Click Next

• You will be prompted to enter a Pay Rate. You can enter the Team Member’s pay rate or leave it at 0.  If you have configured Pay Ranges, enter a number within the range. Click Add

•  If you are entering an Administrative User, select Yes for Is this person a system administrator? 
  • You can select Assign one or more standard system administrator roles or Assign the Custom Store Manager role. Click the appropriate checkbox
  • You are prompted to assign units and access rights. Click View/Assign Units and Access Rights

• Select the Units.  Next to the unit, select the Access Rights from the drop-down, choosing from either Full Access or View Only. Click Continue

• When finished updating this Team Member, click Save
• The Team Member will be added to the Team Member Directory. When you add a new Team Member, PeopleMatter automatically sends an email inviting them to create their PeopleMatter account

Related Articles:

• PeopleMatter: What administrative user roles exist? (video)
• Managers: How do I add a location or transfer a team member without enabling onboarding?
• PeopleMatter: Managers: How do I enable onboarding tasks for a manually added team member?

For additional training regarding Team Members & User Roles, please view the Add Team Members and Assign User Roles eLearning Lesson: