Add Employees

Here’s how you can add an employee in Zoho Spend:

• Go to People on the left sidebar.
• Click Employees.
• Click Add Employee in the top right corner.
• Enter the First Name and Last Name of your employee.
• Provide a Display Name for your employee.
• Enter the Employee ID of your employee.
  • Click the Gear icon next to the Employee ID field to enable or disable the auto-generation of employee IDs. Choose if you want to Auto-generate your employee IDs or Manually enter the employee IDs by clicking the checkbox and click Save.
• Enter the Email Address of your employee.
• Provide the Mobile Number, Gender, and Date of Joining of the employee.
• Select the Work Location of your employee from the dropdown.
• Select the Designation and Department of your employee.
• Select who your employee reports to from the Reporting To dropdown.
• Check the Enroll Employee to Payroll checkbox to enroll your employees to payroll.
• Select the role with which your employee can access their employee portal from the Portal Access dropdown. Select No Access if you do not want to provide access to portal for this employee.

• Click Save.