> For the complete documentation index, see [llms.txt](https://docs.pockethrms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/new-employee.md).
# New Employee
### **How to add a new employee or what is the process of new employee addition or creation?**
The **Employee Wizard** lets you add a single new employee step by step from the **Employee List** page. It takes you through all the details needed to set up the employee in one flow, from basic and personal details to salary, approval matrix, shift and self service role, so the employee profile is ready to use once you finish.
**Path:** **Login into Cloud Portal → Employee → Employee List → Employee Wizard**
**Step 1**: Log in to the **cloud portal**, go to the ‘**Employee**’ menu, and click the ‘**Employee List**’ submenu.
**Step 2**: Click on the ‘**Employee Wizard**’ option at the top of the employee list.
**Step 3 – Basic Details**: Fill in the employee’s basic details and click on the ‘**Next**’ button.
* Fields marked with a red asterisk (**\***) are mandatory, such as ‘**Employee Code**’, ‘**First Name**’, ‘**Last Name**’, ‘**Gender**’, ‘**Category**’, ‘**Prof.Tax Location**’, ‘**Date Of Birth**’, ‘**Date of Joining**’ and ‘**Metro/Non-Metro (TDS)**’.
* The ‘**Last Employee Code**’ shown at the top helps you check the code used last before entering the ‘**Employee Code**’.
**Step 4 – Employee Details**: Fill in the employment details such as ‘**Department**’, ‘**Designation**’, ‘**Branch**’, ‘**Grade**’, ‘**Confirmation Period(Month)**’, ‘**PF Account No.**’, ‘**UAN NUMBER**’ and ‘**PAN/GIR No.(TDS)**’, and click on the ‘**Next**’ button.
**Step 5 – Personal Details**: Fill in the personal details such as ‘**Personal Email Id**’, ‘**Phone**’, address, ‘**Blood group**’ and bank details (‘**Bank Account Number**’, ‘**Bank Branch Code**’), and click on the ‘**Next**’ button.
**Step 6 – User Defined Field**: Fill in the user defined fields and click on the ‘**Next**’ button.
**Note**: This screen shows fields as configured by your company. If no fields are configured, the screen will be blank and you can click on the ‘**Next**’ button to continue.
**Step 7 – Salary Details**: Enter the amounts for the components shown under ‘**Earning Details**’ and ‘**Deduction Details**’. The ‘**Earnings Total**’ and ‘**Deductions Total**’ are shown below each section. Click on the ‘**Next**’ button.
**Note**: The earning and deduction components shown depend on your company's salary configuration.
**Step 8 – Approval Matrix**: Assign the manager(s) who will approve the employee’s requests.
* Enter the ‘**Priority**’ and select the manager in the ‘**Select Manager**’ field.
* Select the required options for ‘**View Only**’, ‘**Approval Must**’ and ‘**Approved Cancel Rights**’.
* Select the modules for which the manager will approve requests from the ‘**Select Modules**’ field.
**Step 9**: Click on the ‘**+ Add Rule**’ button. The rule will be added to the table below with the **Priority**, **Manager**, **Permissions** and **Modules** you selected.
**Note**: **The approval matrix is assigned to the employee only after you click on the ‘+ Add Rule’ button.** Until a rule is added, the table shows "No rules added yet". Make sure each manager appears in the table before you click on the ‘**Next**’ button.
**Step 10**: To add another manager (for example, a priority 2 manager), repeat Step 8 and Step 9. Then click on the ‘**Next**’ button.
**Note**: If the manager's name does not appear in the ‘**Select Manager**’ dropdown, refer to the link below:
**Step 11 – Shift Details**: Under ‘**Auto Shift**’, select the ‘**Shift Name**’ and the ‘**Effective Date**’, and click on the ‘**Next**’ button.
**Step 12 – Leave Details**: Fill in the leave details and click on the ‘**Next**’ button.
**Note**: This screen shows fields as configured by your company. If no fields are configured, the screen will be blank and you can click on the ‘**Next**’ button to continue.
**Step 13 – SelfService Details**: Select the ‘**Role**’ under ‘**Self Service Role**’, and the required options under ‘**Declaration Activation**’ and ‘**Activate Punch**’.
Click on the ‘**Finish**’ button. The new employee profile will be created.
**Path Link**:
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