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How do I add or remove an employee record?

How to Add or Remove an Employee in Atlas

Hayley Jones avatar
Written by Hayley Jones
Updated over 2 months ago

Add an Employee

  1. Go to Manage Employees

    • From the Dashboard, select Employees/Workers > Manage.

  2. Add a New Employee

    • Click the Add Employee/Worker button.

  3. Complete the Personal Tab

    • Enter the employee’s:

      • Name

      • Date of birth

      • Nationality

    • Fill in all required fields marked with a red asterisk (*).

  4. 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.

  5. 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.

  6. Welcome Email

    • The new employee receives a welcome email to set up their password and log in.


Remove an Employee Record

  1. Go to Manage Employees

    • From the Dashboard, select Employees/Workers > Manage.

  2. Find the Employee

    • Click the pink View button next to the employee’s name.

  3. Remove the Record

    • Go to the Administration tab.

    • Click the pink Remove button to archive the employee record from Atlas.

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