Adding a New Employee

Epicor Scheduling+ lets you add new employee(s) to the list of existing employees within your company/store for efficient management. In this article, you will learn how to add a new employee using Epicor Scheduling+.

To add a new employee:

1. Select the gear icon to expand the menu.
2. Within Company Settings, select Employees.
   
3. Select Create Employee. The Create Employee form displays.
   To quickly visit the Create Employee form, from the Store Dashboard, select the +New button and then select New Employee.
4. Enter the details of the new employee. Ensure to fill the required fields marked with an asterisk (*).
   1. Settings: This entails the basic details of your new employee(s).
      • First Name – Enter the first name of the employee.
      • Last Name – Enter the last name of the employee.
      • Email – Enter the email address of the employee. This acts as a username while logging in.
      • Employee ID – Enter the Employee ID that shows up on the payroll.
      • Time Clock Code – This is used by your employees to clock in/out of the time-clock application. Enter a Time Clock Code. If left empty, it auto-generates a unique 4-digit code after saving the changes.
      • Number – You can enter the employee number. 
      • Employee Picture – You can add an image for the employee.
      • Gender – Select the gender of the employee.
      • Country – Choose the country for the employee from the dropdown menu.
      • State – Select the state of the employee’s residence from the dropdown menu.
      • City – Select the city of the employee from the dropdown menu.
      • Birthdate – Enter the date of birth.
      • Zip Code – Type in the zip code of the area.
   2. Assignments: Contain the store(s) that the employee belongs to, [HR2] and the position held by the new employee.
      • Stores – Assign the store from where the employee operates. When you select a store, a new section is displayed asking you to select a default store. If you have chosen multiple stores, you can select one as a default.
        
      • Positions – Provide the designation of the employee within your company from the dropdown menu.
        
        When you select a Position, a new section is displayed asking you to choose a default position.
        If your new employee has more than one position or role in the store, add them in the Positions bar.
        You must select a default position for the employee in this case.
        
   3. Contact Details: Includes sensitive information such as the employee’s phone number(s).
      • Home Phone
      • Cell Phone
      • Cell Carrier 
      • Address
   4. Emergency Details: Entails the information of the employee’s emergency contact details.
      • Name 
      • Relation 
      • Primary Phone
      • Secondary Phone 
5. Select Save Changes.
   You have successfully completed creating a new employee profile in your company.

When you save your changes, the application redirects you to the new employee profile with various tabs to further add more information about the employee.

To enter more information, review the Basic Information page for any changes. Select the Employment Information tab to continue.

1. Information: This section requires you to enter some additional information, including the hiring date, maximum working hours, meal break length, etc.
   • Hire Date – Enter the hiring date of the employee.
   • Termination Date – Enter the last working day of the employee.
   • Maximum Working Hours per Week – Enter the maximum working hours per day for the new employee. This will be used to alert managers when the employee is hitting his maximum working hours per week. To learn more about adding work hours, see Maximum Working Hours Alerts.
   • Minimum Working Hours per Week – Enter the minimum working hours for the new employee per week.
   • Maximum Working Hours per Day – Enter the maximum working hours per day for the new employee.
   • Minimum Working Hours per Day – Enter the minimum working hours per day.
   • Salaried Hours per Week – Enter the number of hours if the new employee is salaried.
   • Meal Break Length – Enter the length of the meal break in minutes.
   • Paid Type – Ensure if the meal break is paid for or not. Select if the paid meal breaks are for exempt employees, everyone, or if the meal breaks are not paid.
   • Compensation – Select Not Exempt for hourly employee and Exempt for salaried employee. Or if you are unsure how to classify your employees, see WHD Fact Sheets to learn more on wage and hour division.
2. Settings: This includes a checklist of permissions. Mark the permissions you wish to set for the employee.
   
   
   • When done, select Save Changes.
3. Login Credentials: Use this tab to regenerate the login credentials of the employee. You can regenerate and print or send to their email address.
   
4. Change Password: You can either change the employee’s password or the employee when logged in, can change their password.
   
   • Once finished, click on Change Password.
5. Notification Preferences: Displays a list of notifications. Use the checkbox to mark the important notifications (or all) you want your employee to receive. The types of notifications are divided into SMS, Email, and Dashboard Notifications.
   

This concludes adding a new employee and configuring their work profile.