All documentation

People

Adding people

Creating an HR record directly, including for people who have no email address and will never sign in.

Add person on the People screen creates the HR record itself. It is not an invitation, and it does not require the person to do anything. An invitation grants *access*; it is not how somebody comes to exist.

People maintain their own contact details, address and emergency contact — see Profiles and self-service. What the form refuses, and why, is collected in When HR refuses.

People with no email and no login

Whole workforces never sign in: factory and warehouse staff, waiters, drivers, seasonal crews. Requiring an email address that got answered would mean the organisation cannot register the very people it most needs a register of, and pushes them back into a spreadsheet.

  • Work email, personal email and any login link are all optional, and the form says so rather than merely permitting blanks.
  • A worker number is often the only identifier such a workforce has, and it is treated as a real one.
  • A duplicate work email is refused, because two records for one person split a leave balance and file payroll twice. An absent address is never treated as a match — it cannot be a key.

Why the form does not ask for an email

A form that looks like it wants an address gets one invented for it, and an invented address is worse than none: it silently becomes a delivery target for payslips and expiry warnings.

The first engagement is created with the person

Somebody with no engagement has no legal entity and no work country, and therefore no leave rules, no overtime rules and no place in a payroll snapshot. So the entity, job title, start date and working pattern are part of adding a person rather than a later step.

Choosing an entity pre-fills the work country but never locks it. Jurisdiction follows where the work is done, and this is the field that stops a Wyoming entity's Californian hire being filed under Wyoming rules.

Approvals for people who cannot sign in

Somebody with no login cannot approve anything

Having no login says nothing about having no manager, so an hourly worker's leave still routes to their supervisor. But where a chain would resolve to somebody who cannot sign in, it falls through to HR and then reports itself as blocked — loudly, rather than sitting with an approver who will never see it.

Giving somebody access later

Invite them from the same screen. If their work email matches a worker record that has no login attached, the two are joined up automatically. The same matching happens when a login arrives through directory provisioning.