How to create a new user?

Adding users allows them to access Wibby and manage their leave requests.

Steps

1. Go to People → Add Employee

   • Click Add Employee button

2. Enter basic information

   • First Name: Employee's first name
   • Last Name: Employee's last name
   • Email: Work email address (used for login)
   • Phone: Optional contact number

3. Add job information

   • Job Title: Employee's role
   • Department: Select from existing departments
   • Location: Choose the employee's location
   • Start Date: Employment start date (affects leave accrual)
   • Manager: Select manager if applicable
   • Approvers: Choose who can approve leave requests

4. Set access level

   • Role: Select Admin, Manager, or Employee
   • See What type of role to assign to a user? for details

5. Configure schedule

   • Working days: Set default work schedule
   • Hours per day: Standard working hours
   • Time zone: Based on location (can be adjusted)

6. Assign leave policy

   • Select the appropriate leave policy
   • Leave allowance will be calculated based on start date

7. Save and invite

   • Click Save or Add Employee
   • User will receive an email invitation to set up their account

Tips

• Use work email addresses for accounts
• Set accurate start dates for proper leave accrual
• Assign appropriate approvers for leave requests
• Review role assignments carefully
• Users can edit their own schedules later (if permitted)

Related topics

• How to edit a user?
• What type of role to assign to a user?
• How to add users in a department?