Employee Workflow

Add a New Employee

Use this guide to create a new employee record in Bolt HRM. Follow the four screens below in order so the employee is added with the correct profile, structure, and supporting information.

Preparation Checklist

Before you start

Have the employee's full name, contact details, and ID information ready.
Know the correct department, branch, designation, and employment type.
Confirm the reporting manager and any payroll-related data in advance.
Collect any required supporting documents before final submission.

Open the employee creation form

Start in the employee management area and launch the add employee workflow. This is the entry point for creating a new record and assigning the employee to the right workforce category.

Employee list screen with the add employee action

What to do on this screen

Navigate to the employee module from the main HRM menu.
Choose the add or create employee action.
Confirm you are creating a new record, not editing an existing one.

Enter core employee details

Fill in the employee's primary information first. Accurate identity, contact, and job details ensure the employee can be searched, assigned, and reported correctly across the system.

Employee form fields for personal and job details

What to do on this screen

Complete the employee name, contact details, and identification fields.
Select the employment type, department, branch, and position.
Review spelling and required fields before moving forward.

Add role, reporting, and supporting data

Once the basic profile is in place, assign the employee to the right internal structure. This step usually includes manager relationships, role-level settings, and any supporting data needed for operations.

Additional employee details for assignment and configuration

What to do on this screen

Assign the immediate manager or supervisor.
Add any payroll, bank, or profile information required by your process.
Attach supporting notes or internal references if your team uses them.

Save and verify the employee record

Submit the form and confirm the employee appears correctly in the system. A quick verification step reduces cleanup later and helps make sure permissions, reporting, and downstream workflows will behave as expected.

What to do on this screen

Click save, submit, or create to finalize the employee record.
Confirm the new employee appears in the employee list.
Open the profile once to verify department, role, and contact details.

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