This help article applies to users on Fresh Projects Version 2.
Which version of Fresh Projects am I using?
00:12: To add a new employee click "Settings"
00:15: Click "Employees" to view and manage the list of employees in your account.
00:21: Click "New Employee"
00:24: Click here to start entering the employees details.
00:28: Enter the employee's full name.
00:32: Click here to focus on the email address input field for the new employee.
00:37: Enter the employee's email address in the email field
00:42: Click here to open the user permission group selection menu for the employee.
00:47: Assign the access level to the employee.
00:51: Click the drop-down to view the list of line managers that can be assigned to the employee
00:55: employee.
00:57: Assign the respective line manager to the employee
01:02: Click the drop-down to assign the job category to the employee.
01:07: Assign the respective job category to the employee.
01:11: Set the timesheet start date for the employee in the system
01:16: You have the ability to adjust the timesheet start date if needed
01:21: Click "Save employee" to store the new or updated employee information.
01:27: Click "Search" to find employees within the project database.
01:32: Once the employee profile has been saved.
01:35: Go back into the user to create their login and send the password reset email.
01:41: Click "Create Login" to set up login credentials for the employee.
01:46: Click "Send Password Reset" to email the employee a link to reset their password.
01:53: Click "Save employee" to finalise and save all changes made to the employee record.