Hire & Add an Employee
Create the HR record for a new hire and give them app access if they need it.
#Purpose
Get a new person into your directory and, where needed, the app.
#Business goal
A complete, current record of your people.
#At a glance
| Detail | Value |
|---|---|
| Estimated time | 10–20 minutes |
| Departments involved | HR |
| Business modules used | HR, Users |
| AI departments used | — |
| Required permissions | HR access; user management for app access |
| Prerequisites | A confirmed hire. |
#Workflow at a glance
1
Add employee
HR record.
2
Set details
Role, dates.
3
Invite as user
If app access needed.
4
Onboard
Start onboarding.
#Step by step
1
Add the employee
Create their record in the HR directory.
2
Complete their details
Fill in role and key fields.
3
Invite them as a user
If they need app access, send a user invitation separately.
4
Start onboarding
Move into the onboarding workflow.
#Approval points
No formal approval gate
This workflow does not require a sign-off step, but you can still review before acting.
#Expected result
What you should see
The new hire has an HR record and, if needed, an app account.
#Common mistakes
- Confusing the HR record with an app login — they are separate.
- Leaving key fields blank.
#Troubleshooting
| If this happens | Try this |
|---|---|
| They cannot sign in | An HR record is not a login; invite them as a user. |
#FAQ
Does adding an employee grant app access?
No — invite them as a user separately if they need to sign in.
#Keep exploring
#Related workflows
#Knowledge base
#Business modules
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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