To add an employee's details to the portal, click "Add Employees" from the Dashboard. You should see a screen that looks like this:
Enter all required (*) information.
Take special note of the "User Role" section. This portion is especially important because it will decide who can see which employees' information, as well as who will receive the Time Off requests from employees. Learn more about User Roles >
**Every department must have at least one designated Manager to whom the Time Off Requests will be submitted. One person CAN be designated as Manager of multiple departments.**
You will create a temporary password for each employee, which they will be prompted to change in their Welcome Email. When complete, click "Add" and you will be prompted to have the Welcome Email sent to the employee. Click "Yes" so they can set up things on their end.
You should now be viewing the Employee List page.
From here, we can choose to add more employees by clicking "Add Employee." Continue repeating this process until all employees have been entered into the system.
Please note: When creating the Time Off Cloud account, the Account Owner was added to the Employee list. You will need to go in to the Account Owner's page to update with all the required information. Clicking the "Edit" button on the Account Owner's line will take us into his "Edit Employee" page, where we can complete the update.