Adding employees
Create employee records with the right role, status, and optional app access.
Employee records power scheduling, attendance, approvals, and self-service access. Add clean employee data before assigning shifts.
Before you start
- Confirm the employee's full name and email.
- Decide the role and employment status.
- Decide whether the employee needs to sign in to BetterDesks.
Steps
- Open Employees.
- Select Add employee.
- Enter the employee details.
- Choose the correct role.
- Set the employment status.
- Enable login access only if the employee should use the app.
- Save the record.
What good looks like
The employee appears in the employee list with a clear status, role, invite state, and access state.
Common mistakes
- Adding duplicate records for the same person.
- Enabling login before the email is correct.
- Assigning admin or scheduler roles by default.