How To Add A Linked Employee

Goal

• How to set up a Linked Employee Profile
• How to add existing information of an employee from one account to another

Environment:

• Push Web App

Process:

Filter the list for a specific employee:

1. Click the Employees tab 
2. On the left-hand navigation bar, click Active Employees List 
3. Click Add A New Employee
4. On the left-hand navigation bar, click Add Linked Employee
5. Under First Name, input the name of the existing employee you wish to link in another account
6. Under Last Name, input the name of the existing employee you wish to link in another account
7. Under Email, input the email address associated with the existing employee you wish to link to another account 
8. Once done, click Search 
9. The page will refresh, and the list of employees has been filtered based on the credentials inputted from Steps 5-7
10. Under Action, click Add that corresponds with the specific employee
11. In the Add Employee pop-up, click OK
12. The page will refresh and state Activate Employee
13. Under Select Employee, the specific employee will be pre-assigned based on Step 10 
14. Under Re-hire Date (for all), click the box and select the relevant date from the calendar 
15. Under Position, click the Radio Button that corresponds with either Leave Position Blank or Select New Position(s)
    1. If Select New Positions is selected, click the box and in the menu, choose the specific Position
16. Under Onboarding, click the Radio Button that corresponds with either:
    1. Redo Onboarding: Employee(s) can update their information and resubmit existing forms
    2. Skip: Employee is made active and uses their existing information and forms
17. Once done, click Activate Employees
18. The page will refresh and state success! If you navigate to the Active Employee List, the specific employee profile will be available

Do not filter the list for a specific employee: 

1. Click the Employees tab 
2. On the left-hand navigation bar, click Active Employees List 
3. Click Add A New Employee
4. On the left-hand navigation bar, click Add Linked Employee
5. Under Search, input the name of the employee 
6. Under Action, click Add that corresponds with the specific employee
7. In the Add Employee pop-up, click OK
8. The page will refresh and state Activate Employee
9. Under Select Employee, the specific employee will be pre-assigned based on Step 10 
10. Under Re-hire Date (for all), click the box and select the relevant date from the calendar 
11. Under Position, click the Radio Button that corresponds with either Leave Position Blank or Select New Position(s)
    1. If Select New Positions is selected, click the box and in the menu, choose the specific Position
12. Under Onboarding, click the Radio Button that corresponds with either:
    1. Redo Onboarding: Employee(s) can update their information and resubmit existing forms
    2. Skip: Employee is made active and uses their existing information and forms
13. Once done, click Activate Employees
14. The page will refresh and state success! If you navigate to the Active Employee List, the specific employee profile will be available

Additional Information

Linked Employees allows you to set up one Employee Profile in a Push account and link it to other Push accounts that are part of the same Company Group or Organization without having to create a brand-new Employee Profile.

Note that any profiles that are linked will automatically update with any changes made in one profile. For example, if an email address is updated in one account's employee profile, this will be applied to the other accounts' details. 

Linked Employees is exclusive to our Premium Subscription, and only Super Administrators who have access to the Enterprise Dashboard can make adjustments to the linked accounts. 

If you do not have the Enterprise Dashboard and require assistance with managing the linked accounts, please contact the Push Support Team to best assist you. 

Please note that only Super Administrators have access to the Enterprise Dashboard and/or can make a request to link an account to an organization.

Related Articles

• How To Manage Which Accounts Are Linked To Utilize Linked Employees
• Do Linked Employees Count As A Seat?