How to create a new employee?

This article comprises an easy guide of step-by-step instructions to create an employee profile with SOFFLIX HR.

The creation of an employee profile can be accomplished in two ways according to your convenience.

Manual Creation

By following the steps you will be able to create a user profile by manually entering the required employee data.

Step 1 : Navigate to Admin - Users - Search

Step 2 : Click the “Add New User” button

Step 3: You will be automatically navigated to the Create User Wizard in which you can fill the necessary employee details accordingly.

Step 4: Click “Save” to complete the process

Create User Wizard

Adding multiple employees at once using a CSV file

Creating every single user one by one can be a tedious task. Using our bulk user creation you can easily enter multiple user profiles into the system via an excel sheet by following the steps.

Step 1 : Navigate to Admin - Data Upload - Users

Step 2 : Click the “Upload CSV” button to select a CSV file containing the user details

Step 3 : Map the fields in the CSV file to the user fields within the system

Step 4 : Manually update and edit missing values

Step 5 : Click “Save All Ready Records” to complete the process

You can visit the 'Bulk Actions' section to see how the Data Uploads work in detail.

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