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Adding, Editing, and Archiving Employees

Last updated: 2026-03-15

Adding an Employee


1. Navigate to Employees in the sidebar

2. Click the "Add Employee" button

3. Fill in the required fields: first name, last name, email, and hire date

4. Optionally add: job title, department, manager, phone, and address

5. Click "Add Employee"


Editing an Employee


1. Click on an employee's name to view their profile

2. Click the "Edit" button

3. Update any fields and click "Save Changes"


Archiving an Employee


Archiving sets an employee's status to "Terminated" and records the termination date. The employee record is preserved for compliance — it is never deleted.


1. Go to the employee's profile

2. Click "Edit"

3. Change the status to "Terminated"

4. Save changes

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