# Add a person

**For:** Owner | Manager | Admin
**You'll need:** At least one location set up.

You'll create a profile for a new team member. The same form covers two cases: adding someone whose login you'll set up later, and adding someone you want to invite via email right now.

## Open the people form

::::{tab-set}
:sync-group: platform

:::{tab-item} Web
:sync: web

1. Go to **Company → People** in the header.
2. Click **'Create person'** in the top-right.
:::

:::{tab-item} Mobile app
:sync: mobile

1. Tap **More** in the bottom bar.
2. Tap **'Manager'**, then **'People'**.
3. Tap the add (**+**) button — the floating button on Android, the **+** in the top bar on iOS.
:::
::::

## Fill in the basics

::::{tab-set}
:sync-group: platform

:::{tab-item} Web
:sync: web

1. Enter the **'Email'** address. This is also their login.
2. Enter the **'First name'** and **'Last name'**.
3. (Optional) Enter the **'Work phone'** and **'Private phone'** numbers. Two separate fields, so the number your team can call is never mixed up with the one that's personal.
4. (Optional) Enter the address fields.
:::

:::{tab-item} Mobile app
:sync: mobile

1. Enter the **'First name'** and **'Last name'**.
2. Enter the **'Email'** address. This is also their login, and it can't be changed later.
3. (Optional) Fill in **'Street'**, **'ZIP'** and **'City'**.
4. (Optional) Enter the **'Work phone'** and **'Private phone'** numbers. Two separate fields, so the number your team can call is never mixed up with the one that's personal.
:::
::::

## Set their work details

::::{tab-set}
:sync-group: platform

:::{tab-item} Web
:sync: web

1. Open the **'Locations'** dropdown and pick at least one.
2. (Optional) Choose an **'Employment type'**, hire date, hourly rate, work-rule override, or notes.
3. (Optional) Tick **'Waived breaks'** if applicable.
:::

:::{tab-item} Mobile app
:sync: mobile

1. Tap **'Group'** and pick **'Employee'** or **'Manager'**.
2. Tap **'Locations'** and tick at least one. Tap the back arrow to return to the form.
3. (Optional) Enter an **'Hourly rate'**.

Employment type, hire date, work-rule override, waived breaks and notes aren't on the mobile form — set them on the web afterwards.
:::
::::

## Send an invitation (optional)

If you want the person to sign in to {{ app_name }} right away, tick **'Send invitation'** before saving. An invitation email goes out the moment you save, with a one-time link to {doc}`/settings-and-admin/account/set-your-password-after-invitation`.

If you leave the box unticked, the person record is still created — useful when you're loading the roster ahead of time and don't want to fire emails yet. You can invite them later from their profile.

```{tip}
Adding several people at once? Save each one in turn; every save with **'Send invitation'** ticked sends its own email.
```

```{note}
The invitation checkbox is web only. The mobile form has no **'Send invitation'** option, so use the web app when you want to control the invitation email yourself.
```

## Save

::::{tab-set}
:sync-group: platform

:::{tab-item} Web
:sync: web

Click **'Save'**.
:::

:::{tab-item} Mobile app
:sync: mobile

Tap **'Add'** in the top bar. It stays disabled until you've entered an email address and picked at least one location. The app returns to the People list when the person is created.
:::
::::

## Verify it worked

The new person appears at **Company → People**. Their status is:

- **'Pending'** — invitation sent, password not yet set.
- **'Active'** — invitation accepted (password set), or you created the record without an invitation.

A pending invitation flips to **'Active'** the first time they sign in. If the email doesn't arrive, see {doc}`re-send-an-invitation`.

## Related

- {doc}`re-send-an-invitation`
- {doc}`edit-a-person`
- {doc}`hourly-rate-resolution`
- {doc}`/set-up-your-company/employment-types/add-an-employment-type`