Before you start

To add an employee

1. Navigate to the Employees tab.
   
2. Click +Add Employee.
   
3. Enter the employee's First Name and Last Name.
   
4. Enter the employee's Email address if you want to invite your employees into Zoho Shifts to use it for receiving schedules, attendance, and time tracking.
   
5. Enter the Mobile number (optional).
   
6. Select an Access Level.
   
7. Assign the employee to at least one Schedule. You can add more schedules based on your needs.
   
8. Assign one or more Positions to the employee (optional).
   
9. Enter the employee’s Hire date (optional). This date is used to calculate eligibility for tenure-based time off policies configured in your organization.
   
10. Click Save & Invite to send them an invite to join Zoho Shifts, or select Save Employee to add them without inviting.
    

To edit employee information

1. Navigate to the Employees tab.
   
2. Click More actions (•••) parallel to the employee’s name, then select Edit.
3. Update the employee's profile with the necessary details.
   
4. Click Save.
   

Employee Profile will open with the following tabs

1. Personal - Edit and update the employee’s personal and contact information, including UI language, time zone, and kiosk PIN. You can manage the employee’s email address until they join the organization. Once they've joined, email updates must be handled by the employee through their own account. After joining, employees also update their personal and contact information from their profile.
   
2. Job - Use this tab to assign or update an employee’s access level, schedules, positions, pay rules, and schedule constraints.
   
3. Wages - Set and manage the employee’s hourly pay rates based on default rate, position-based hourly rates, and define effective dates for wage updates in payroll. Learn more about configuring hourly rates.
   
4. Skills - Add and manage an employee’s skills, and track skill expiration dates from the Skills tab. You can create multiple skill types from the Settings and assign them to employee profiles, so you’re reminded when a skill is about to expire.
   
5. Notes - Add internal notes related to an employee, such as performance details or important reminders. These notes are restricted from employees and can be viewed only by admins and managers. To add or update notes, you’ll need the Administrator access level or the View, add notes permission enabled.