---
alias: user-guide-create-employee
description: "This documentation outlines the steps to create a new employee record within the system"
---

# Create Employee

:lock: Employee.**Create**

:lock: Employee.**CreateTemplate**

:lock: Employee.**CreateFromTemplate**

## Overview

This operation is used to create an **Employee**. A template can be created using a similar procedure, and it can also be used to generate a new object. This selection can be done in the main entity menu.

## Setup

No specific setup is required other than to meet the preconditions of the operation.

## Preconditions

* The **Employee** does not currently exist in the system.
* The **Employee** number must be unique within the system.
* If an **Area** is defined, the Day Start Time and Starts At Previous Day of the **Calendar** of that **Area** must be the same as the one defined for the **Employee Calendar**.
* If the User is already assigned to a Team or a Workgroup, the **Employee Calendar** cannot be changed.

## Sequence of Steps

### Step 1: Select or Create User

1. Select the **User** associated to the **Employee**. The list of Users is retrieved from the Users currently configured in the system. If you want to create a new **User** to be associated to the **Employee**, select **Create** and input the details for the new **User**:

      * Account
      * Name
      * Email Address
      * Primary Role
      * Integration User
      * Enabled
      * Auto-Lock Timeout
      * PIN
      * Token
      * Authentication Strategy
      * Password
      * Request Password Change
  
    !!! note
        For more information, see [[user-guide-security-users#creating-a-user]].

2. Select **Create** to create the **User**.

![Diagram showing a user interface for creating a new employee, with options to select or create a user.](images/create_employee_step_one.png)

### Step 2: User

1. After selecting or creating the **User**, information on the selected/created **User** is displayed for review. Select **Next** to continue editing the **Employee**.

![Screenshot showing the "Create Employee" page with user information displayed for review.](images/create_employee_step_two.png)

### Step 3: General Data

1. Provide a name for the **Employee**.
2. Optionally, provide a description of the **Employee**.
3. Select the **Employee** type. The list of possible values are taken from the [[employeetype-lt|Employee Type]] Lookup Table.
4. Provide the **Employee** Number (must be unique).
5. Optionally, associate the **Employee** to a specific **Area**.
6. Select a specific **Calendar** to associate to the **Employee**.
7. Provide a value for the Cost Per Hour (specified in the currency of the current system culture) of the new **Employee**.
8. Select the Cost Center. The list of possible values are taken from the [[costcenter-lt|Cost Center]] Lookup Table.
9. Choose whether the **Employee** will be required to Clock-In before performing a Check-In operation by selecting the Require Clock-In flag accordingly.
10. If the Require Clock-In flag has been set in the previous step, the **Employee** can be set to Automatic Clock-In.
11. Set the Automatic Clock-Out at the End of Shift flag if needed.
12. Select **Create** to complete the operation and the new **Employee** will be created.

![Screenshot showing a UI with a form for creating an employee, including fields for "Create Employee" and "OSS A connection".](images/create_employee_step_three.png)