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TrackAxo documentation — projects, business, HR, sales & finance in one platform

How to Add a New Employee

Complete guide to onboard new employees into the system with all necessary information and settings.

🎯 Overview

Adding new employees is a comprehensive process that involves setting up personal information, job details, salary structure, and attendance preferences. This guide covers all aspects of employee onboarding.

Video walkthrough

Step-by-step video for this section is coming soon. Use the written guide below, or email contact@trackaxo.com for a live demo.

🔧 Advanced Configuration

Additional Settings

  • • Configure performance goals and KPIs
  • • Set up training and development plans
  • • Define career progression paths
  • • Configure expense approval limits
  • • Set up project assignments

Bulk Employee Import

  • • Use CSV import for multiple employees
  • • Template with all required fields
  • • Validation and error checking
  • • Duplicate detection and handling
  • • Batch processing capabilities

🚨 Troubleshooting

Common Issues

Email already exists: Check if the email is already registered for another user

Department not found: Create the department first or contact administrator

Invalid salary range: Ensure salary is within company guidelines

Reporting manager inactive: Verify manager is active in the system

Attendance settings error: Check working hours configuration

Support

If you encounter any issues while adding employees, please contact your HR administrator or system administrator for assistance. All employee creation activities are logged for audit purposes.