How to Add an Employee

The Add Employee feature in Transpomate allows admins to add and manage employees within the system. This can be done in two ways:

Individually – By filling out the employee form for each employee manually.
Bulk Upload – By uploading a CSV file containing multiple employee details at once. (Bulk Upload Employees)

1.1: Add Employee Form:

1.2 Employee Invitation & Role Assignment

Invitation Process

Once an employee record is successfully uploaded, they will receive:
- An invitation email sent to their registered email address if added by the admin.
- An SMS containing the invitation link sent to their registered mobile number.
Employees must use this invitation link to log into Transpomate and access the application.

Default Role Assignment

All newly added employees are automatically assigned the Generic User role.
This grants them access to create passenger and/or delivery requests, depending on the service modes configured by the company admin (Learn more about company configuration).
If an employee is assigned additional roles, they will see additional sidebar options upon logging in, based on their permissions.

📌 User Activation: Not all employees added to the system can immediately access Transpomate. They must log in using the invitation link to become an active user (Learn more about user management). Once activated, employees can access the system based on their assigned roles.

1.3: Best Practices:

Double-check that the Employee ID, First Name, Last Name, and Mobile Number are correctly entered.
Ensure the Email Address is valid and includes the correct tenant domain.
Maintain uniform capitalization for names (e.g., "John Doe" instead of "john doe").
Ensure the Mobile Number and Email Address are up-to-date, as they will receive the invitation email and SMS for accessing Transpomate.

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