How to Add Employee

Use this workflow to create a new employee record in Human Resources.

When to use this workflow

Add an employee when the person does not already have an employee record in PAX. If the person already exists, update the existing employee record instead of creating a duplicate.

Before you start

Have the employee's name, hire date, job title, department, pay type, hourly rate, and shop-floor PIN ready if those values are required by your company.

Employee ID, first name, and last name are required. The form also requires hire date.

Steps

1. Open Dashboard > Human Resources > Employee Records.
2. Select + New Employee.
3. Review the generated Employee ID and change it if your company uses a different ID format.
4. Confirm Hire Date.
5. Enter First Name.
6. Enter Last Name.
7. Enter Job Title and Department if known.
8. Enter Hourly Rate.
9. Choose Pay Type: Hourly or Salary.
10. Enter PIN (4-digit) if the employee will use the shop-floor time clock.
11. Select Create Employee.

What happens behind the scenes

When the new employee form opens, PAX looks at existing employee IDs, including inactive employees, and suggests the next numeric employee ID.

Saving creates an active employee record with the entered HR fields.

PAX checks whether the employee ID already exists. PAX also prevents duplicate PIN values when the database constraint detects the same PIN on another employee.

Creating an employee does not create a PAX user login, clock the employee in, create attendance history, generate payroll, or post accounting.

Related docs

• Employee Records Overview
• Employee Detail Overview
• How to Edit Employee
• Clock In Employee Overview
• Payroll Overview