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Employees Updated 2026-09-14

Add employee wizard

Admin-only 3-step hire flow at /admin/employees/wizard/step1 (info, statutory PTO recommendations, final setup). Employees do not have a wizard to set up their own accounts.

Route /admin/employees/wizard/step1 Roles Company admin
Try it live: use the Acme demo (e.g. company admin) after signing in at the normal login page.

Add New Employee starts at /admin/employees/wizard/step1 — a 3-step hire flow for company administrators. There is no wizard for employees to set up their own accounts.

Purpose

Company admins use this after Add Employee on the roster. Step 1 is labeled Employee Information. Staff later sign in to TimeOff Manager (or punch on TimeOff Kiosk) after the admin creates them — they do not complete this wizard themselves.

The three steps

  1. Employee Info — identity and contact fields your company requires (see Company settings → Employee Profile Rules).
  2. Compliance — recommended vacation, sick, and personal-day amounts from US state or Canadian provincial minimums for that hire’s location. You can accept or override; you remain responsible for policy.
  3. Final Setup — last toggles (schedule/time modules as offered) before the person appears on the roster.

Formal pay-and-benefits offers, when compensation is on, still start from the Job offer wizard — that is a different 5-step path at /offers/create.

Roster vs wizard

CSV import stays on /admin/employees. Editing someone who already exists is Employees: Edit employee.

Product screenshot

Product screenshot

Add employee wizard — step 1 (Acme demo).