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

Overview

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

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

Please note: 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. 

Access Team Members

To access Team Members go to

• Settings > Select your organization
• Select Company Settings/Team Members. You may see Team Members as Employees, Staff Members, or Associates

Fig.1 - Accessing Team Members

Manually add an employee

• Select Add New

Fig.2 - Add new team members

• Enter Team Member Personal Information, including First Name, Last Name, and Email Address, which are required fields

 Important:

• 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

Fig.3 - Manually adding Employee

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

Fig.4 - Completing Employee Information

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

Fig.5 - Adding position for Employee

• 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
• Select Add

Fig.6 - Enter pay rate

•  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. Select the appropriate checkbox
  • You are prompted to assign units and access rights. Select View/Assign Units and Access Rights

Fig.7 - Check relevant Administrator boxes

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

Fig.8 - Selecting Access Rights

• When finished updating this Team Member, select 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.

Video Guide

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?