Create a New User
Administrators can add new users one-at-time or in bulk.
✅ How to Create a New User in PurelyHR
Administrators can add new users individually or in bulk. Proper user setup ensures accurate reporting, correct module access, and smooth workflow management.
Adding a New Individual User
To create a new user:
- Go to the Staff™ module.
- From Staff Directory, click Create User.
- Select a role for this user: Employee, Manager, or Administrator.
- Fill in the mandatory fields:
- First and Last Name
- Job Title
- Hired Date
- Office
- Username
- Optionally, add:
- Employee ID
- Department
-
- Manager
- Alternate Email
- Click Save.
This will take you to the user’s profile, where you can add more details by selecting the green Edit icon at the top of each section.
Recommended Steps After Adding a User
- Assign manager (if not done during creation)
- Apply time-off policy
- Apply length of service (if applicable)
- Confirm balances
Sending the Welcome Email
When you are ready to give the user access to PurelyHR:
- Click Welcome Email under the Main Menu.
- Select the user.
- Click Send Welcome Email.
The user will receive an email to set their password and log in for the first time.
Adding Users in Bulk
Use Import/Update Users to download the CSV template and upload multiple users at once.
Note: Administrators require an additional setup with the role Admin.
You cannot use the same Employee or Manager account for the Administrator role.