Link an account to an employee record

A person's sign-in and their employee record are separate. Link them, and the person can apply for leave, clock in and see their own records. Until then, their personal screens show "Your HR record isn't linked yet".

Who can do this

Owners and admins, outside the demo workspace. The Account column is only shown to them.

Before you start

• The person must already be a member of the workspace. Invite them from your account's team page first.
• They must have confirmed their email address.
• The employee record must exist. See Add and edit employees.

Steps

1. Open HR, then Employees under Management.
2. Find the employee in All employees.
3. In the Account column, open the list and pick the member's email. The change is saved at once.
4. If a member signs in with the same email as the record's Work email, a Link button with their email appears under the list. Click it to link them.

To unlink, pick Not linked.

Each member can be linked to one employee record only. Members already linked elsewhere are not listed.

Common problems

• "That member has not confirmed their email address yet, so their account cannot be linked." Ask them to confirm their email, then try again.
• "That member is already linked to another employee." Unlink them from the other record first.
• "That person is not a member of this workspace." Invite them to the workspace first.

Related

• Who can do what in HR
• Add and edit employees