Create an employee
Goal
Create a new active employee people record (party + employee role). Optional payroll profile, work calendar, and starting compensation can be staged on create when those modules are enabled.
Who it is for
HR clerk with hr.manage.
Preconditions
- Module hr_records on; permission
hr.manage. - If auto-numbering is off in HR records setup, you must supply employee number.
- Org catalogs (departments, positions, grades, teams, locations) should exist if you assign them.
- For optional create checkboxes:
payroll_integration/attendance/compensationmodules as relevant.
Steps
- Open Employees → New employee (full-page tab form).
- Identity & contact: enter name (translatable; required unless linking an existing
party_id), email, phone, mobile, nationality, gender, date of birth, marital status, education, residency, billing address, default bill rate / currency as needed. - Organization: hire date, department / position / grade / team / location (or free-text department & job title), manager (Reports to), optional linked user (tenant member).
- Optionally enable:
- Configure payroll payment profile — pay method, salary calc mode, pay calendar, bank/IBAN, company payout account, cost center.
- Assign work calendar — work calendar + schedule effective from.
- Set starting compensation package — base salary, pay frequency, recurring components.
- Notes — free text.
- Save. Employee number is auto-assigned when setup says so; otherwise it must be unique and present.
Result
An active employee appears on the list. Next: complete 360° tabs, or run leave/attendance/payroll against them.
Hard stops
hr.party_already_employee— party already has an employee role.hr.duplicate_employee_number— number already used.hr.employee_number_required— auto-number off and number omitted.hr.invalid_manager— employee cannot be their own manager.hr.unknown_party/hr.unknown_department— bad FK.