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Create employees

This guide shows you how to add employee records to your organization. Employee records must exist before you can invite people to join Klarify as members.

Prerequisites

  • You have the required permissions (see above)

Instructions

In your main workspace, navigate to the People page in the left sidebar, select the Employee tab, and click Add employee in the top right corner.

Step 1: Enter basic information

  1. Enter the employee’s First Name (required).
  2. Enter the employee’s Last Name (required).
  3. Enter the employee’s Work Email (required).
  4. Optionally add:
    • Middle Name
    • Display Name
    • Work Telephone
    • Profile picture (click Upload picture)
  5. Click Next.

Step 2: Add address and timezone (optional)

  1. Click Edit next to Home address to expand the section.
  2. Enter address details or click Skip.
  3. Click Edit next to Timezone to expand the section.
  4. Select a timezone from the dropdown or click Next.

Step 3: Assign positions (optional)

  1. Click Edit next to Positions to expand the section.
  2. Search for and select a Primary Position.
  3. Optionally assign a Secondary Position.

Step 4: Choose notifications

If the new employee or position assignments affect eligible members, Notify affected employees appears near the bottom of the form. Notifications are off by default.

  1. Turn on Notify affected employees to select every listed recipient.
  2. Review the Recipient and Notification columns.
  3. Deselect any notification you do not want to send.

You can create the employee without sending a notification.

Step 5: Create the employee

  1. Click Create employee.

The employee record is now created. To invite this person to join Klarify, see Invite employees to Klarify.

Create and invite in one step

To create the employee and send an invitation at the same time:

  1. Check Invite [Name] to join Klarify.
  2. Select a Content access role:
    • Viewer – can only view content with permission
    • Editor – can create and edit content with permission
    • Global Task Editor – can edit all task instructions
    • Global Editor – can edit all process models and task instructions
  3. Select an Admin access role:
    • Personal Admin – can manage personal settings only
    • Account Manager – can manage organization settings and members
    • Org Admin – can manage employees, positions, teams, and departments
    • Super Admin – has Account Manager and Org Admin roles
    • Account Owner – has all permissions including billing
  4. Optionally add a personalized message.
  5. Click Create employee and send invite.

Troubleshooting

IssueSolution
Position doesn’t existClick Add position in new tab to create the position first, then return to this page and search for it.