Finance or HR Manager Onboarding
If you’re responsible for HR or finance tasks, here are a few steps and best practices to help you set up employees and ensure they get paid properly.
These are:
Creating Employee Records in WFM
You can create new employee records in WFM under Setup > Employees > List > New.
When setting up an employee, the required fields are:
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First name
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Last name
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Primary Location
You’ll also want to add an email address so they can get their login details and published shifts.
For more information, see Adding New WFM Employees
Assigning Employees to Locations
To assign a location to an employee, go to Setup > Employees > List. Click the ID next to the employee you want to assign a location to. On the employee profile, click the Locations tab.
Ensure the Primary Location is correct. Then, check the Can work at field if the employee can work at more than one location.
For more information, see Employment.
Setting Correct Wages
To assign a wage to an employee, go to Setup > Employees > List. Click the ID next to the employee you want to set a wage. On the employee profile, click the Wages tab.
You’ll see one line of wage history showing a $0 hourly rate. This is the default wage set for all employees and needs to be updated.
You can edit this wage to set their correct salary, hourly rate, or wage agreement in WFM.
For more information, see Managing Wages for WFM Employees.
Setting Job Roles
On the employee profile page, click the Jobs tab. Click New job and select any jobs the employee is eligible. For example, you may have a "Training" job that all new hires are required to be assigned to. Click Save.
For more information, see Jobs.
Setting Availability
Employees can log in and set their availability.
Or, you can set their availability so they show up as available in the schedules they can work.
For more information, see WFM Employee Availability.
Setting Access Group
You can set the access group during the new employee setup. If it wasn’t set, or if the employee was imported or promoted, you can change the access group later.
For more information, see Employee Access in WFM.
To learn more about other important things you need to do for payroll, read Steps for Payroll Day.