How to Add New Team Members in Menthory

Step 1: Open the Organization Directory

1. Look at the left sidebar menu and click on the Organization tab (icon looks like a small building or company directory).

2. Ensure you are on the Employees sub-tab at the top of the screen.

Step 2: Initiate New User Creation

1. Locate the Create New User button in the top right corner of the dashboard.

2. Click it to open the fresh user creation form.

   
   

Step 3: Fill Out Personal Details

In the first section of the form, provide the new employee's essential information:

1. Enter their First Name and Last Name.

2. Select their Birth Date from the calendar dropdown.

3. Input their primary Email address.

4. Provide their Phone number, making sure to select the correct country code from the dropdown.

   
   

   

Step 4: Configure Position Details

Scroll down to the Position Details section to define their role in the company:

1. Select Org Areas: Choose the department or organizational team they belong to (e.g., HR / People Operations).

2. Position: Select their specific job title from the dropdown.

3. Schedule: Choose their working schedule. You can select the standard Company schedule or design a Custom one.

4. Role: Assign their platform permissions level (e.g., Staff, Manager, Record Only).

5. Supervisor: Assign their direct report manager from the list of existing team members.

   
   

Step 5: Upload Documents and Save

1. If you have relevant onboarding paperwork, contracts, or identification, click the Upload box in the Documents section at the bottom of the page.

2. Once all sections are complete, click the Add button in the bottom right corner.

   
   

   

   
   

Step 6: Confirmation

A green Success banner will briefly pop up in the top right corner confirming the user was successfully registered. The new employee will now immediately appear as an active profile card in your company's employee directory.