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How do I quick add an employee?

V
Written by Vedant Mistry
Updated over 4 months ago

Sometimes you may need to add an employee quickly without completing their full onboarding straight away. CareCentre.io lets you create a basic employee record first, then complete onboarding later when it suits you.

🔹 When to use Quick Add

  • A new starter has been confirmed but onboarding documents aren’t ready yet.

  • You want the employee to appear on the rota or directory immediately.

  • You’d prefer to complete compliance and document checks at a later stage.

🔹 How to quick add an employee

  1. Go to HR > Employees in the main menu.

  2. Click Add Employee.

  3. Choose Quick Add.

  4. Enter the essential details:

    • Name (first & last name)

    • Email address (optional at this stage)

    • Job role (if known)

    • Location/Unit (if applicable)

  5. Click Save.

The employee is now added to your company records and can be scheduled on the rota if needed.

🔹 Completing onboarding later

  • You can return to the employee profile at any time and click Start Onboarding.

  • The employee will then be taken through your company’s onboarding template to upload documents, complete forms, and meet compliance requirements.

  • Their progress will appear in the Compliance Matrix once onboarding begins.

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