Create New Employees in Pivot

How to create new employee accounts within Pivot

To create employee access within Pivot, you will need to log in with your Administrator credentials at: 

  1. Go to the Employees Tab.
  2. Click on the 'Create New Employee' button located at the bottom of the page.
  3. Fill out the New Employee Form. Please note that some of these fields must already be configured before the employee account is created. 
  4. When the employee is successfully created in Pivot, provide the employee with their Pivot credentials. Confirm with the employee if they are able to login to Pivot. 

New Employee Form Fields

The only optional fields are Job Role, Job Title, Shift, Supervisors, Email Address and Phone Number, though the phone number is useful for Employee Reminder text messages. Please see the fields that will be required.

  • First Name
  • Last Name: 
  • Job Role
  • Job Title 
  • Shift
    • The shift is the shift time and pattern within Pivot that they are assigned to. To Identify the shift, you can review the shifts within the Shift Management Tab for further details.
  •  Supervisors
    • If the employee has any supervisors or managers, list them here. The supervisors will receive missed Pivot tests or if any Outside of Normal Range (ONRs) has occurred. 


Contact Information Fields

  • Email Address
    • Used for Password Reset and Notification purposes. 
  • Phone Number
    • Used for Notification purposes

Login Fields

  • Login ID
    • This will be used as the employee's login for the Pivot Platform
  • Password
    • When paired with the Username, the password provided here will serve as the login credentials for accessing the Pivot Platform.
  • Retype Password
    • Password confirmation