The employee onboarding wizard is the guided form for adding a new hire to Tempus. It creates the employee, the contract, and the initial work-shift assignment in a single transaction.
Overview
This is the recommended path for new hires. The standalone forms for the three entities also exist, but the wizard walks through every required field in order and produces a working employee record on save. It has three sections: employee details, contract details, and work-shift assignment.
What it does
The first step either creates a new employee or attaches to an existing one (useful for records left without a contract by a migration or API import). The contract section uses the same fields as the standalone Contracts form.
The work-shift dropdown in section 3 is filtered by the weekly hours entered in section 2, so only shifts whose total matches appear.
On save, the wizard creates or updates the employee, the contract, and the work-shift assignment, then returns to the employee's edit page. If any step fails the entire transaction rolls back, so there is no partial onboarding. Once saved, the employee is active and can log in on day one if linked to a Voxbi account.
See also
- Employees, Contracts, Employee work shifts - the three entities the wizard creates.
- Work shifts - the templates the wizard picks from.
- Companies, Departments - the org context.
- Users (Cockpit) - the optional user-account link.