Adding a new employee manually

Prerequisites

Context

For a user to exist on Peakon, they first need to be added as an employee. This is the case for all users, including managers and system administrators. 

Adding employees manually is a good option for adding a couple of employees. For adding larger groups of employees, we recommend using the excel import method instead.

Steps

1. Go to Administration > Employees.
2. Click Add employee.
3. Fill in the employee's details.
   You must fill in the first and last name, and at least 1 unique identifier (email address or employee number).
4. Click the Create employee button to save the changes.

Result

The employee is now ready to participate in surveys. If the employee has an email address on their employee record and you've enabled manager or personal dashboards, they can immediately sign into their dashboard.

Next steps

If there's a live survey round, you can refer to the steps in Add an employee to the survey to send the new employee a survey.

If you've just added multiple employees, you can the See All Employees button in Administration > Employees to view and select the new employees you added for inclusion in the open survey round.

You can also use the See All Employees button on your Company employee pages to view and select any new employees you added for inclusion in your survey round.