Adding employees ensures your organization is accurately represented across Dual Dash.
Each employee must be assigned the correct structure and permissions to function properly in the system.
Before You Add an Employee
Make sure the following are already created:
- Job
- Department
- Location
These are required fields and must exist before adding a new team member.
Add a New Employee
To add an employee:
- Open Organization
- Navigate to Employees
- Click Add Employee
- Complete the employee profile
Enter Basic Information
Provide the employee’s core details:
- First name
- Last name
Add Contact Information
You can add multiple contact methods.
Phone Numbers
- Enter a phone number and save
- Add more than one if needed
Email Addresses
- Enter an email address and save
- Multiple emails can be added
These are used for communication and notifications.
Assign a Role
Select one role:
- Member
- Manager
- Executive
The role determines read and edit access across the platform.
This controls what the user can see and what actions they can take.
Assign a Manager
Select the employee’s Manager.
This defines:
- Reporting relationships
- 1:1 meeting structure
- Performance review relationships
Complete Required Fields
The following fields are required:
- Job
- Department
- Location
These assignments determine:
- Scorecards
- Success Drivers
- Reporting and analytics
Additional Fields
You can also define:
- Status (Active, inactive, etc.)
- Working Time (Full-time, part-time, etc.)
- Starting Date
These help provide additional structure and context.
Save the Employee
Once all required fields are completed:
- Click Save
- The employee is added to your organization
They will now appear across the system based on their role and assignments.
Why This Matters
Accurate employee setup ensures:
- Correct performance tracking
- Proper access and permissions
- Reliable reporting
This is the foundation for everything that follows in Dual Dash.
What’s Next
After adding employees, define how performance is measured.
