{"id":2269,"date":"2022-12-14T00:49:57","date_gmt":"2022-12-14T00:49:57","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=2269"},"modified":"2024-04-23T16:54:43","modified_gmt":"2024-04-23T16:54:43","slug":"how-do-i-add-employees-to-the-performance-system-and-grant-them-access","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/how-do-i-add-employees-to-the-performance-system-and-grant-them-access\/","title":{"rendered":"How do I add employees to the Performance system and grant them access?"},"content":{"rendered":"\n<p>Employees are automatically added to Performance Management and granted basic access through Premier integration. If you do not have integration turned on at your company or have any non-Insperity paid employees and need to manually enter employees into the system, follow the instructions below:<\/p>\n\n\n\n<p>Go to the <strong>Administration<\/strong> &#8211; <strong>Employees<\/strong> menu item.&nbsp; <\/p>\n\n\n\n<p>Click on the <strong>Add Employee <\/strong>button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1022\" height=\"388\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image.png\" alt=\"\" class=\"wp-image-2270\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image.png 1022w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-300x114.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-768x292.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-50x19.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-60x23.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-100x38.png 100w\" sizes=\"auto, (max-width: 1022px) 100vw, 1022px\" \/><\/figure>\n\n\n\n<p>Enter specific information for the employee.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Employee Information<\/h3>\n\n\n\n<p>Enter the following information.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Employee ID<\/strong> This is the Insperity Person ID, or PerID, for the employee.<\/li>\n\n\n\n<li><strong>First Name<\/strong><\/li>\n\n\n\n<li><strong>Last Name<\/strong><\/li>\n\n\n\n<li><strong>Email<\/strong>&nbsp; Although not required, notifications from Performance Management are sent to this email.<\/li>\n\n\n\n<li><strong>User Role<\/strong> For more information on User Roles, see\u00a0 <a rel=\"noreferrer noopener\" href=\"https:\/\/help.insperity.com\/bps\/knowledge-base\/i-added-my-employees-as-users-what-are-they-able-to-see\/\" target=\"_blank\"><em>What are the different user roles and what are they able to see?<\/em><\/a><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"336\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-2-1024x336.png\" alt=\"\" class=\"wp-image-2272\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-2-1024x336.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-2-300x98.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-2-768x252.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-2-50x16.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-2-60x20.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-2-100x33.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-2.png 1058w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Job Information<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Supervisor &nbsp;&nbsp;<\/strong>By default, this supervisor on this record will be the appraiser for the employee.<strong>&nbsp;<\/strong><\/li>\n\n\n\n<li><strong>Job Title<\/strong><\/li>\n\n\n\n<li><strong>Job Code<\/strong><\/li>\n\n\n\n<li><strong>Client Hire Date&nbsp; <\/strong>The date the employee was hired by the company.<\/li>\n\n\n\n<li><strong>Anniversary Review Date&nbsp; <\/strong>The date that will be used to trigger an individual performance review event if an anniversary review cycle is active.<\/li>\n\n\n\n<li><strong>Termination Date&nbsp; <\/strong>If terminating an employee from Performance manually. This does not terminate the employee from Insperity.<\/li>\n\n\n\n<li><strong>Termination Type <\/strong>If terminating an employee from Performance manually. This does not terminate the employee from Insperity.<\/li>\n\n\n\n<li><strong>Employment Type<\/strong><\/li>\n\n\n\n<li><strong>Active<\/strong><\/li>\n\n\n\n<li><strong>Exempt checkbox<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/05\/image-1-1024x243.png\" alt=\"\" class=\"wp-image-2381\" width=\"783\" height=\"185\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/05\/image-1-1024x243.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/05\/image-1-300x71.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/05\/image-1-50x12.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/05\/image-1-60x14.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/05\/image-1-100x24.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2023\/05\/image-1.png 1039w\" sizes=\"auto, (max-width: 783px) 100vw, 783px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Performance<\/h3>\n\n\n\n<p>This section drives what template the employee will receive and who is appraising or endorsing the employee during a performance review.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Endorser <\/strong>&nbsp;The endorser, by default, is the employee&#8217;s assigned supervisor&#8217;s assigned supervisor.<\/li>\n\n\n\n<li><strong>Alternate Appraiser&nbsp; <\/strong>Use this field if you would like to override the default appraiser with another employee.<\/li>\n\n\n\n<li><strong>Alternate Endorser&nbsp; <\/strong>Use this field if you would like to override the default endorser with another employee.<\/li>\n\n\n\n<li><strong>Organization Level&nbsp; <\/strong>Optional<\/li>\n\n\n\n<li><strong>Review Template&nbsp; <\/strong>This will be the assigned review template for the employee.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"281\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-4-1024x281.png\" alt=\"\" class=\"wp-image-2274\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-4-1024x281.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-4-300x82.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-4-768x211.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-4-50x14.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-4-60x16.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-4-100x27.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-4.png 1147w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>When complete, click <strong>Save<\/strong>. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"192\" height=\"50\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-1.png\" alt=\"\" class=\"wp-image-2271\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-1.png 192w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-1-50x13.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-1-60x16.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-1-100x26.png 100w\" sizes=\"auto, (max-width: 192px) 100vw, 192px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Employees are automatically added to Performance Management and granted basic access through Premier integration. If you do not have integration turned on at your company or have any non-Insperity paid employees and need to manually enter employees into the system, follow the instructions below: Go to the Administration &#8211; Employees&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[21],"ht-kb-tag":[139],"class_list":["post-2269","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-employees","ht_kb_tag-performsmart"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/2269","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=2269"}],"version-history":[{"count":10,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/2269\/revisions"}],"predecessor-version":[{"id":2666,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/2269\/revisions\/2666"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=2269"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=2269"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=2269"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}