Add employees to a case Follow
Agents can manually add employees or HR can upload a census file. For agents with permissions to add/edit employees enabled:
- Navigate to the desired case’s employee list.
- Click the plus icon near the top-right of the employee list.
- Input employee information in the appropriate fields of the new window that appears.
- Click the “Add” button.
Note: Not all users have permissions to add/edit employees. If you don't see the options above, contact your administrator with questions.