Open Staff → Add employee, enter the person’s details, and choose their access and onboarding options. Review the saved invitation and assignments before sharing the invitation with that person.
Before you begin
Create an employee record and choose their access and first steps. You need the relevant administrator permission. Available controls depend on your role and organization settings.
Step by step
- Open Staff and choose Add employee. Enter the person’s name, contact information, job details, department, and location.
- Review Access & onboarding. Choose an appropriate role and whether to create a login and generate an invitation link.
- Select Start onboarding now when the person is ready to begin. Choose a template, or use Automatic to match available rules.
- Select Add employee. Review the saved record and invitation. Share any invitation only with the intended employee.
- Check Onboarding and the employee record to confirm the correct tasks and training were assigned.
Common questions and troubleshooting
- An employee record alone does not mean the person has joined or completed onboarding. Review their invitation and progress.
- If an invitation fails, confirm contact details and account status before creating a duplicate employee.
- Do not give an administrative role simply to unlock one task; review the access needed with the organization owner.
Open in CrewSteps Sign-in and appropriate access may be required.
Still stuck?
Ask your administrator about company requirements. For product help, see your support options. Include the page and error message, with personal details removed.