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How to Add a New Employee

Overview

This guide walks you through the process of adding a new employee to the Organogram HCM system. You'll learn how to access the employee management section and create a complete employee profile.

Prerequisites

  • Access to the Organogram workspace platform
  • Employee's basic information (first name, last name, email, staff ID)

Step-by-Step Instructions

Step 1: Access the Employee Management Section

  1. Log into your Organogram workspace at people.organogram.app
  2. In the left sidebar, look for the Teams section
  3. Click on "Employees" from the navigation menu

Employee Section

  1. You'll see the main employee directory page

Step 2: Navigate to Add Employee

  1. On the Employees page, you'll see the current employee list
  2. In the top-right corner, locate the blue "+ Add new" button

Employee List Page

  1. Click on "+ Add new" to open the employee creation form

Add new

Step 3: Fill in Employee Information

The "Add Employee" dialog box will appear with the following fields:

Add Employee Dialog Form

Required Information:

  1. First Name: Enter the employee's first name
  2. Last Name: Enter the employee's last name
  3. Username: Enter a username (note: this will automatically append @workspace.com)
  4. Alternate Email: Provide an alternate email address for the employee
  5. Staff ID: Enter a unique staff identifier for the employee

Step 4: Complete the Form

  1. Fill in all the required fields carefully
  2. Double-check the username format (it will show as username@workspace.com)
  3. Ensure the Staff ID is unique and follows your organization's numbering system
  4. Verify the alternate email address is correct

Step 5: Save the Employee

  1. Once all fields are completed, click the blue "Save" button at the bottom of the dialog
  2. The system will process the information and create the employee profile
  3. The dialog will close automatically upon successful creation

Step 6: Verify Employee Creation

  1. You'll be returned to the main Employees page
  2. The new employee should now appear in the employee list

Employee Successfully Added

  1. Check that their information displays correctly:
  • Name appears in the "Name" column
  • Status shows as "Active"
  • Staff ID is displayed in the "Staff ID" column

What You'll See After Adding

  • The new employee will appear in the employee directory
  • Their status will be set to "Active" by default
  • They'll be assigned the Staff ID you provided
  • The employee count in your system will increase

Next Steps

After adding an employee, you may want to:

  • Set up their role and permissions
  • Add them to specific teams or departments
  • Configure their access to different workspace modules
  • Send them their login credentials

After adding an employee to the HCM workspace, you might need to: