Add an employee

How it works

There are three ways to add staff to your OnLocation account, you can:

• Bulk import a list of employees from a CSV file
• Set up an Active Directory integration
• Manually add a single employee

Add an employee

The only required default field in an employee profile is the Full Name field. If you have added mandatory custom fields, you must complete these fields before saving the profile. 

To add an employee:

1. Go to Locations, then select the location from the drop-down list.
2. Select Employees.
3. Click Add Employees.
   
   
4. Click Manually.
5. Enter their full name and as much information as possible.
   
   To allow access to login to OnLocation and receive email notifications you must enter an email address, and to receive SMS notifications you must enter a mobile number.
   
   
6. (Optional) If you've added custom tabs to your employee profiles, click Next to complete the next set of fields.
7. Click Save & Close to return to the employee list, or click Save & View Notification Options to set up visitor arrival notifications for the employee.

Set up visitor arrival notifications

In this section, you can manually add visitor arrival notifications for this employee when they are selected as a host.

You can add either email or mobile notifications or both depending on your location settings.

To enable visitor arrival notifications, select Yes next to Send to Me under either section.

You can also add up to two other employees and one non-employee to receive a notification when this employee is selected as a host. This is very useful for assistants to keep informed of important visitors.

Add an employee photo

You can add a photo to an employee profile once an employee has been saved in OnLocation. Photos displayed in both the employee profile and in the kiosk if the employee is selected as a host.

To add a photo to an employee's profile from the Employee list:

1. Go to Locations, then select the location from the drop-down list.
2. Select Employees.
3. Click View next to the employee.
4. Hover over the photo, then select Click to upload a photo.
   
   
5. Drag and drop the photo from your computer, or click Select File, select the photo from your file list, then click Open.
   
   
6. Click Save & Close to return to the employee list, or Save to stay in the employee profile.