How To Add A User

This guide explains how to Add a New User

1. Begin by logging into the Plumm platform with your administrative credentials.

2. Once logged in, navigate to the admin section of the platform. You can usually find this option in the main menu.

3. In the admin section, look for and select the "My People" or similar user management option. Click on it to access your user list.

4. Inside the "My People" section, you'll see a list of your current users. To add a new user, locate and click on the "Add User" button. This action will initiate the process of adding a new user to your organisation.

5. After clicking "Add User," you will likely have the option to choose the type of user you want to add. Select "Add Single User" to add a single new user.

6. The system will guide you through a wizard to collect and populate information for the new user. You will start by adding documents that can assist in filling out the user's details. For example, you can upload the user's CV or resume to extract relevant information.

7. Choose the appropriate folder where these documents will be stored. Typically, these folders are set up in your platform's settings section.

8. After selecting the folder, you can proceed to upload the user's CV. The system may verify the document for security purposes. Additionally, you can attach other documents, such as offer letters or contracts, following the same process.

9. Once the documents are uploaded, the system will use them to populate some of the user's information automatically.

10. You will need to complete the remaining user details, such as the work email address, date of birth, line manager, location, department, contract information, working schedule, weekly hours, probation period, and notice period.

11. Click "Next" to move to the next stage of user setup.

12. In this stage, you can assign specific policies, handbooks, or other relevant aspects to the user. You may choose to apply global settings that are applicable to all users or select individual items as needed.

13. After configuring these settings, click "Next" to proceed.

14. You can choose to send an invitation to the new user immediately, on a specific start date, or schedule it for a later date. Select the appropriate option based on your preferences.

15. If you choose to send the invitation immediately, click "Confirm," and the new user will be added to your organisation.

16. Congratulations, you have successfully added a new user to your organisation using the Plumm platform!