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How to create an employee

Scope note​

Available fields and actions can vary depending on your role and your organization's configuration.

Why this matters​

A complete employee profile improves scheduling quality, reduces matching errors, and helps your team assign the right people faster.

Before you start​

Make sure you have at least:

  • the employee's basic identity information
  • contact information
  • employment status
  • main skills or qualifications
  • any important scheduling constraints

Steps​

  1. Open the employee management area.
  2. Create a new employee profile.
  3. Enter the employee's basic information.
  4. Add the main contact details.
  5. Set the operational status correctly.
  6. Add the relevant skills and qualifications.
  7. Save the profile.

What to review after creation​

After creating the employee, review:

  • skill accuracy
  • availability setup
  • employment status
  • client compatibility rules if applicable

Tips​

  • Start with essential operational data first.
  • Do not leave skills empty if the employee will be assigned soon.
  • Keep statuses accurate to avoid scheduling inactive employees.

Troubleshooting​

The employee does not appear in scheduling​

Check whether:

  • the employee is active
  • availability exists
  • required skills are assigned
  • filtering is hiding the employee

Matching results are weak​

Review the employee profile and make sure skills and constraints reflect reality.