How to Add New Employee

Follow the steps below to Create a New Employee in the Employees Management section of the CRM.

1. Navigate to Employees Management
   • On the main CRM screen, locate the side bar:
     • For browsers set to English, the side bar appears on the left side of the screen.
     • For browsers set to Arabic or Hebrew, the side bar appears on the right side of the screen.
   • Click on the Employees Management tab.

1. Click Add Employee
   • Once inside Employees Management, locate the green Add Employee button at the top right side of the table.
   • Click the Add Employee button to open the information tab.

1. Fill Out Employee Information
   • In the information tab, complete the required details, including:
     • Personal Information
     • Contact Information
     • Work Information

1. Save and Create the Employee
   • After filling out all relevant fields, scroll to the bottom of the tab.
   • Click the Save button to Create a New Employee.

1. Confirm Employee Creation
   • The new employee will now appear in the Employees Management table, where you can view and manage their details.