The process for making sure new employees are added to AgencyHR depends on whether you have AgencyZoom and AgencyHR, or if you only have AgencyHR. Below are the instructions for each situation.
For Agencies with AgencyHR Only
Single employee
Go to HR Folders
Select the “+ Add” button
Multiple employees
Select “Add Multiple”
Fill in their information
Click “Submit”
For Agencies with AgencyZoom and AgencyHR
Agencies that also have AgencyZoom will notice that after clicking the +Add button in AgencyHR, the Name and Email fields will be greyed out, not allowing you to add new users. If you have both AgencyZoom and AgencyHR, you aren’t able to add an individual user to AgencyHR. Instead, you’ll have to add hem to AgencyZoom first.
To do this, click MyAgency (the gear in the bottom left of AgencyZoom for admins) > All About My Agency > Then click the +Add button above your Staff Members to add a new employee. After filling out all the new Employee’s information, at the bottom there should be a checkbox labled “ Create HR Account”. As long as this box is checked, when you click Save, it should create a new AgencyHR account for that team member, in addition to their AgencyZoom account.