Add a person
As you bring new people into your organisation, whether employees, contractors, or volunteers you can create their profiles in Worknice and associate all relevant information either during setup or later. This is the quickest way to add a single person and get them started in the system.
How to create a person
Go to People in the main menu.
Click Add person.
The minimum required information to create a person is Display name. If you are ready to add more information about this person you can do so at this time.
From here you can fill out the following field and send your new hire an invite to commence their onboarding.
You will be asked to provide the following details;
Role: Choose between Employee, Manager, Account owner or Contractor.
Select their Position: If this is a new position, after you enter the name of the position select "Create New [Position Name]"
Select a Start Date. You can also add and end date but this is optional
Enter Pay Details: The options are Salary or Hourly Rate
Assign a bundle or assign templates individually.
Assign more templates/bundles: A bundle is a group of templates. Once you select a bundle, you can add more templates or remove templates from the list. If you do not assign templates during this step, don't worry, you can do it later. Go to step step 2 and step 3 below.
Add the new hire to integrations: The person will be automatically added to integrations you choose. Note this occurs on next automatic or manual sync, and will require minimum data for the Payroll.
Optional: send invitation now: If you want to invite now, enter an email you would like to send the onboarding invitation. If you have further tweaks on approvals to make, continue on.
If you have more configuration to do, such as add more paperwork, set approvals etc, do not invite the person yet.
What happens next
IF you did not send the invite, a Draft person record is created.
IF you did invite, the person will now be in the Invited lifecycle stage.
You can assign them paperwork, reviews, or onboarding tasks immediately.
When you’re ready, you can send them an invitation to Worknice so they can log in and access their account.
Typical Use Cases
Adding a new hire before their official start date.
Manually creating a contractor or casual worker who isn’t in your payroll system.
Testing features with a demo user.
Important Notes
People created manually are organisation-specific – they won’t appear in other organisations unless added separately.
Draft people do not receive notifications until they are formally invited.
You're All Done!
If you have any questions, please reach out to our support team at help@worknice.com or through the help section within Worknice.