How to Add an Employee to the System

Modified on Thu, 4 Dec at 7:56 PM

To create a new employee profile in the system, follow these steps: This is also the mandatory steps required to send the employee with an invitation to Cerely.

1. Navigate to the Personnel tab from the main menu

2. Click + Add Employee

3. Enter the employee’s details in the fields provided

Employee Details to Complete

Field	Description
First Name & Last Name	Enter the employee's legal name
Known As	Enter a preferred name or nickname (if applicable)
Personnel ID	Automatically generated by default. You may manually change this to match an employee’s badge or licence number
Position	Select the employee’s position from the dropdown
Phone / Mobile	Enter the employee’s contact number
Email Address	Enter the employee’s personal email address (used for login and notifications)
Upload Photo	Upload a headshot of the employee
Status	Remains as Pending until the employee accepts the Cerely invitation issued to them
Permission	Select either Standard or Supervisor access level
Rating	Optional – Add a performance rating for internal use
Date of Birth	Enter the employee’s birth date
State	Select the state(s) where the employee is authorised to work
Division	Select the division(s) where the employee may be rostered
Start Date	Enter the employee’s commencement date
Primary Manager	Select the employee’s main supervisor or direct manager
Secondary Manager	Optional – Select a backup manager
Address Information	Enter the employee’s residential address

6. Add Financial Details (Mandatory)

To ensure the employee can be paid and rostered correctly, and send them an invitation you must complete their financial setup:

Financial Details to Complete

Field	Description

Payroll Company

Select the entity the employee will be paid by

Industry

Choose the relevant industry for award or agreement application

Roster Cycle

Select the employee’s roster frequency (e.g., Weekly, Fortnightly)

Classification

Choose the appropriate level under the award or agreement

Employment Type

Select the employment category (e.g., Full-Time, Part-Time, Casual)

Minimum Hours

Enter the minimum hours guaranteed per cycle

Payment Type

Select the preferred method of payment (e.g. EFT)

Pay Cycle

Choose the payroll processing cycle (e.g. Weekly, Fortnightly)

Note: All classification rates, overtime loadings, and allowances will populate automatically based on the selected Industry Award, Classification, and Employment Type.

Final Step: Send Invitation

Once all details are completed:

Click Submit to save the employee profile
Click Invite to send an activation email to the employee, enabling them to access the Cerely app

You now need to go and complete the employee’s Qualifications and Experience in order to roster effectively using skill matching and to ensure compliance warnings are triggered where appropriate.

How to Add Employee Qualifications & Experience