Before using Humi to manage your employee data, you must first add employees. This can be done in bulk (see employee data import) or on an individual employee basis. The article below describes the process of adding an employee individually.
To begin adding an employee, "add employee" button on the bottom right of your page in the Employee Directory. Note that adding an employee is only available to Humi admins or custom roles.
Two options are available: Hire Employee & Terminated Employee.
Hire employee is part of the standard new employee onboarding
Terminated Employee is used to add historical data for reporting purposes.
The first step is to fill in information for the new employee. There is the account information section, the compensation section, and the employee's role section. Fill in as much as possible, and remember that starred fields are required. Required fields are generally fields that you need to get the account started (like email), or things you would't want the employee setting for themselves, like salary :).
All of these fields are required except for Additional Terms.
Compensation type, Salary and Employment Type are required fields here. Please note the only two choices for compensation type are Yearly and Hourly.
Here the Department and Position are mandatory to be selected for the employee. as well as an option to choose who they Report to. Please note that employees can only have one direct manager within Humi, who they report to, and that managers will have access to all important about the people who report to them.
Lastly, if you have Payroll Active within Humi, you will see the Humi Payroll option. Turning on this button will automatically sync the employee information with Humi Payroll so that the employee will automatically be added to payroll as soon as they are active.
Onboarding Documents allows you to add documents from your Documents Directory to this employee's onboarding. This means that the employee will be forced to sign or acknowledge these documents before they can become active within Humi.
You are also able to preview and edit documents that have been added here, both to verify and adjust documents as needed.
Onboarding Other Fields Section: This section allows you to customize and add more options for your employee, including Custom Fields, Reminders, Leave types, Roles and Permissions, Training Programs and Benefits plans. Additional items are dependent on the existing setup in your Humi account.
This section is provided to ease the onboarding flow. If you need to make changes to the additional items you have configured here, you will always be able to do so directly in an employee's profile once they are created.
Roles and Permissions has the base employee role automatically set. This is so that the employee will always have at least 1 role within Humi.
For Time Off Policies, clicking on "Add" will take you to a modal where you can decide which Policies to assign and configure certain inputs.
If you like, you can specify a starting balance, or leave it at 0 (most common).
You can also specify when accruals should start, but most commonly this is left as the date hired (which will be auto-populated for you).
You can ignore any of the drop-downs for which you would prefer not to assign a Time Off Policy, for the employee at hand.
Review Section: This review stage allows for a complete information review before sending out the account invite. You can also choose to send a hiring questionnaire here, and whether or not to send a custom or standard welcome message. Please see Onboarding tasks for more information on both of these items.
If you choose to send a custom welcome message, a text box will appear allowing you to craft a custom welcome message within.
If you choose to send the hiring questionnaire the employee will receive the questions during their onboarding. Humi, by default, will send a welcome email to the company to let the team know a new employee has started. This email will highlight the questions and answers of that employee for the hiring questionnaire. This is why it's highly recommended that the hiring questionnaire contain light, fun, questions.
At this point the employee will be click into a token link in the email, create a password, sign into Humi using their username (email address) and password, and finish their Onboarding.
You can add a terminated employee by clicking on the "+" button in the bottom right corner of the people directory page. This is useful in case you wish to fill in historical data in Humi in order to have a full view of all your employee data in one place.
The first step is to fill in the personal information of the terminated employee. This includes the the basic information section (First Name, Last Name, Email, SIN, etc) and the employee address section. Fill in as much as possible, and remember that starred fields are required.
The second step is to fill in the job information and termination section. This includes important fields such as Hire Date, Last Day of Work, Termination Date, Termination Type, etc. It's important to note that Last Day of Work would be the last day the employee worked at your company and lost access to Humi, while Termination Date would be the day you set their Last Day of Work.
Lastly fill in is the Payroll information which includes important fields such as Compensation (Hourly or Yearly) and Salary.
Lastly you'll have the chance to review your work. Once satisfied, press complete and the terminated employee will be added to your Directory. You can view their profile by filtering the Directory for terminated employees.