1. Navigate to the Employees page.
2. Select the Add Employee button
3. Complete the form with all pertinent information:
- First Name
- Middle Name
- Last Name
- Employee ID
- Badge ID
- Cell phone
- Office Phone
- Role (more info Roles)
|Please Note: Not all fields need to be populated. The minimum required fields that must be populated are First Name, Last Name, Role, Location and a unique identifier: one of Employee ID, Cell Phone, or Email. |
Also Note: If neither Cell Phone or Email or provided, the only way for a user to receive daily notifications to screen is to use the mobile app.
4. Select Create Employee.
5. Once added, the employee will be invited to begin using CTG. They can download the app from their device's App Store by searching "Clear to Go"or using this help document.
Please Note: Once all your seats are filled you will not be able to add more employees unless you Deactivate an employee. To add more seats, you can increase your number via the Billing page (under Settings) or contact firstname.lastname@example.org for enterprise accounts.