Create an employee profile
The basic steps for creating an employee profile are outlined below. For details about the information required at each step, see the sections below.
Go to Workforce.
Click Create Employee in the upper-right corner.
Under Set Profile Status, select the employee's starting stage and status.
Enter the employee's Personal Information. See more information on Personal Information below.
Enter their Employment Details. See more information on Employment Details below.
Select their Pay Method.
Choose whether to send a login invitation.
Optionally add a Share Update.
Click Create Employee or Create and Invite Employee.
Enter personal information
Legal First Name and Legal Last Name are required.
We recommend entering the employee's Mobile Number and Email because either can be used to sign in to Careswitch.
You can also add:
Date of Birth
Address
Primary Language
Secondary Languages
Enter employment details
Job Title and Workspace Role are required.
You can also enter:
Recruitment Method
Recruitment Source
Hire Date
Start Date
Department
External ID
Employment Type
Recruitment Source appears after you select a Recruitment Method.
If you want to assign a department, departments must first be created in Settings.
Choose a pay method
Choose one of the following:
Hourly / Live-In
Uses your workspace's default rates. You can also override the hourly or live-in rate for this employee.
Salary
Requires an Annual Salary.
Send a login invitation
The Send an Email and SMS Invite option is selected by default.
When selected, an email and text message are sent when you save the employee profile.
You can also add a personal message in the Invite Message field.
Create a profile without sending an invitation
If you aren't ready to invite the employee:
Uncheck Send an Email and SMS Invite.
Complete the profile.
Click Create Employee.
No email or SMS invitation will be sent.
You can invite the employee later.
Related article: Inviting Employees or Candidates to Careswitch
Share an update
The Share Update section is optional and is separate from the login invitation.
Use Compose to add a note to the new employee's activity feed and select who should be notified.
Address verification
If you enter an address, Careswitch may ask you to confirm or correct the address before the profile is created.