Before you start
Access is permissions-based. If you can’t add users, ask a Company Admin.
You must finish creating the user before you can add Annual Leave, Compliance, or Accreditations & Skills.
Steps
Open People
Go to People from the main navigation.
2. Start a new employee
Click Add New User (green) → select Add New Employee.
3. Complete the tabs
Use the left-hand tabs to enter details:
Account Details — Mandatory: First Name, Last Name, Email; add contact info.
Permissions — Mandatory: Roles & Permissions; set Job Type and Leave Tier as needed.
Locations & Regions — Assign Regions and Locations (a Region grants access to all stores within it).
Contacts — Add emergency contact / next of kin.
Contract — Contract type, start date, and other terms.
Payroll — Tax code, payroll reference, NI number, etc.
Personal Details — Address, date of birth, gender, and other personal info.
4. Save
Click Save (green) to create the employee.
After saving, you can return to the profile to add Annual Leave, Compliance, and Accreditations & Skills.
Tips
Set Roles & Permissions and Locations & Regions together to ensure correct access on day one.
Use a work email or shared mailbox when appropriate to avoid missed system notifications.
If users require access across the estate, assign the region ‘All Locations’ rather than individual locations/ regions to save time.
Troubleshooting
Save is disabled: Ensure First Name, Last Name, Email, and Roles & Permissions are completed.
Can’t select a Location/Region: You may lack permissions or the site is inactive—check with a Company Admin.
Tabs missing: Your role may not allow editing those areas; check with a Company Admin.
User can’t access stores after creation: Recheck Locations & Regions and Roles & Permissions.
Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.