Permissions and Prerequisites
To add or manage employees in Atlas, you must have the HR profile. This permission level grants access to the necessary tools and features for creating and managing employee accounts. If you do not have the HR profile, you will need to:
Request someone in your organisation with HR permissions to add the employee.
Alternatively, ask your administrator to upgrade your access to include the HR profile so you can perform the task yourself.
Add an Employee
Go to Manage Employees
From the Dashboard, select Employees/Workers > Manage.
Add a New Employee
Click the Add Employee/Worker button.
Complete the Personal Tab
Enter the employee’s:
Name
Date of birth
Nationality
Fill in all required fields marked with a red asterisk (*).
Fill Out the Job Tab
Add details such as:
Job title
Start date
Holiday entitlement
To create a new job title:
Click Add in the Job Title field.
Type the new job title and click Save.
The new title will appear in the dropdown menu.
Always select dates using the calendar icon—do not type dates manually.
Set Up Admin Access
In the Admin tab:
If the employee has an email address:
Enter the email address.
Grant access to Atlas.
Mark as a new user.
Click Save.
The email address becomes their username.
If no email, assign a username manually.
Welcome Email
The new employee receives a welcome email to set up their password and log in.
Troubleshooting Common Issues
If you experience problems while adding a new employee, try the following steps:
Refresh the Atlas application: This can resolve issues where form data is not saved correctly.
Verify your permissions: Ensure that you have the HR profile. Without this permission, you will not be able to add employees. If the issue persists, contact your system administrator or Atlas support for further assistance.
Delegation and Access Upgrade Procedures
If you do not have the HR profile and cannot add employees yourself, you can:
Request someone in your organisation with HR permissions to complete the task on your behalf.
Contact your administrator to upgrade your access to include the HR profile, enabling you to manage employees directly.
Remove an Employee Record
Go to Manage Employees
From the Dashboard, select Employees/Workers > Manage.
Find the Employee
Click the pink View button next to the employee’s name.
Remove the Record
Go to the Administration tab.
Click the pink Remove button to archive the employee record from Atlas.