Add employees manually

1. Go to Employees

Open My Company → Employees and click Add to create a new employee profile.

2. Fill in the Profile

In the profile view, you’ll enter all the important details that connect the person to your company structure:

• Name and username – full name and the email address they’ll use to log in.
• Department, location, and groups – link the employee to the correct place in your organization. Groups are especially important if you’re using automatic service assignment.
• Supervisor – define who the employee reports to. This ensures approvals and requests flow to the right manager.
• Status –

  • Onboarding: the employee is just being set up.
  • Active: the employee is fully in the organization.
  • Inactive: the employee no longer needs access.
• Home office delivery address – activate this toggle if items should be delivered directly to a home address.

When the profile is complete, continue with Next.

3. Assign Services

On the services tab, you can assign resources right away:

• If templates exist for the employee’s department or group, services may already be suggested automatically.
• You can also add additional services manually.

These assignments are not immediately ordered. they first go through the approval process. Click Next when you’re done.

4. Roles and Invitation

Here you define the employee’s role. Most people will be set as Employee, while managers and other admins only receive extended access if needed.

You can also decide whether to send the invitation right away. Once the invitation is sent, the employee receives an email with login instructions and can access equipme immediately.