Add a New Employee Record

Each employee record must have a unique identifier. Your Ajera CRM license determines the number of employee records that you can add.

If Ajera CRM detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To add a new employee record, complete the following steps:

  1. From the Ajera CRM Navigation menu, click Info Center > Employees.
  2. Click New and select New Employee to open a new employee record.
  3. Enter a unique employee identifier and specify the remaining employee information on the tabs of the Employee Info Center form.
  4. Click Save.