Adding an employee

Who can do this: Any authenticated user with access to the target sub-organization.

Steps

1. In the left sidebar, click Employees (/employees).

2. Click Add Employee (top right, next to Import).

3. Fill in the Add Employee form, organized into sections:

   Basic Info

   • Sub-Organization — required if your account has access to more than one org.
   • Full Name — required.
   • Email — required.

   Work Details

   • Job Title, Department — optional.

   Contact & Start Date

   • Phone, Start Date — optional.

   Notes

   • Notes — optional free text.

4. Click Add Employee to save.

Finding employees and assigning items

• Use the search bar ("Search by name, email, department…") to filter the list. The table paginates at 25 rows per page.
• Click an employee's row to open their detail view. From there you can assign existing hardware or software to them directly (separate "Search hardware…" / "Search software…" boxes) — this is different from the Add Employee form, which only creates the employee record.
• To edit an employee, open their row and update the same form — the submit button reads Save Changes.

Notes

• Adding an employee counts against your organization's pooled asset limit — see https://docs.itdirectory.app/tutorials/billing.
• Employees can also be bulk-imported via the Import button, or synced automatically from Microsoft Entra ID — see https://docs.itdirectory.app/tutorials/connectors. Bulk import accepts CSV files only (Excel files aren't supported), up to 5MB and 20,000 rows.