Adding a New Employee

Use People > Staff > New Employee to create an internal staff profile.

Complete the profile

Search Staff first to avoid duplicates.
Choose New Employee.
Enter First Name, Last Name, Staff Type, Role, and Primary Email.
Select a Manager if appropriate and choose the intended Access Level.
Add contact information, calendar color, tags, preferred territories, and preferred services as needed.
Review notes, language, status, and security settings offered by the form.
Select Save Profile, then reopen the record to verify it.

Understand the invitation effect

Creating an active profile with Full Access or Limited Access initiates invitation setup. Confirm the email and role before saving. Choose Disabled access when the record should exist without organization login access.

Check the result

Profile saving and invitation delivery are separate outcomes. If a warning says invitation setup did not finish, check the saved profile before trying to create the person again. Use the profile's supported login-instruction action when appropriate.

Staff creation requires the relevant user-management access. If the person was hired through Applicants, use Convert Applicant to preserve the application connection instead of independently creating a duplicate profile.