How to Add and Link Employee Records to User Accounts in Atlas
Managing employee records and linking them to user accounts in Atlas is a key part of user onboarding. This guide provides step-by-step instructions for adding and linking employee records, troubleshooting common errors, and addressing specific scenarios.
Overview of User Onboarding
In Atlas, users and employees are managed separately. To ensure an individual appears in employee lists, you must create an employee record and link it to their existing user account. This process ensures seamless access and proper categorization within the system.
Steps to Add and Link Employee Records
Adding an Employee Record
Navigate to Employees/Workers → Manage.
Click on Add Employee/Worker in the top-right corner.
Follow the prompts to create the employee record.
Linking an Employee Record to an Existing User Account
During the Grant Access step, select Existing User (not New User).
Enter the person’s email address in the provided field. - Ensure the Email toggle is enabled so the email appears in the list.
Complete the process to link the employee record to the user account.
This ensures the individual appears in employee views and has the appropriate access permissions.
Troubleshooting Common Errors
Error: "Error Loading Employee"
If you encounter an "error loading employee" message after linking an employee record:
Log out of Atlas completely.
Log back in to refresh your session.
This typically resolves the issue and ensures the employee record is properly linked.
FAQs for Specific Scenarios
What if I can’t find an employee when searching by name?
If the search by name doesn’t yield results, enter the person’s email address instead. Ensure the Email toggle is enabled to display the email in the list.
Can I view standalone users who are not linked to employee records?
Yes, you can view standalone users by navigating to Company → Users.
Related Topics
Managing User Access Permissions
Navigating the Employees/Workers Section
Resolving Common Onboarding Errors