{"id":66,"date":"2025-08-28T14:40:35","date_gmt":"2025-08-28T18:40:35","guid":{"rendered":"https:\/\/manageph.com\/blog\/?p=66"},"modified":"2025-08-28T17:02:59","modified_gmt":"2025-08-28T21:02:59","slug":"setting-up-your-first-employee-on-manageph","status":"publish","type":"post","link":"https:\/\/manageph.com\/blog\/setting-up-your-first-employee-on-manageph\/","title":{"rendered":"Setting Up Your First Employee on ManagePH"},"content":{"rendered":"\n<p>Getting your first team member set up in <strong>ManagePH<\/strong> is straightforward, but there are a few key decisions you&#8217;ll need to make upfront that will affect how payments work down the road. This guide walks you through the entire process step-by-step.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Before You Start<\/h2>\n\n\n\n<p>Make sure you have:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>An active ManagePH subscription<\/li>\n\n\n\n<li>A clear idea of whether this employee will be hourly or salaried<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Step 1: Navigate to User Management<\/h2>\n\n\n\n<p>From your ManagePH dashboard:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click <strong>User Management<\/strong> in the left sidebar<\/li>\n\n\n\n<li>Click the <strong>Add User<\/strong> button in the top right corner<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Step 2: Employee Basic Information<\/h2>\n\n\n\n<p><strong>Required Fields:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Full Name<\/strong>: Enter the employee&#8217;s complete name as it should appear in the system<\/li>\n\n\n\n<li><strong>Email Address<\/strong>: This will be their login username (must be unique)<\/li>\n\n\n\n<li><strong>Password Setup<\/strong>: You have two options:<\/li>\n\n\n\n<li><em>Manual Password<\/em>: Create a password yourself and share it securely<\/li>\n\n\n\n<li><em>Auto-Generated<\/em>: Check <strong>Generate a secure random password<\/strong> and ManagePH will create one automatically<\/li>\n<\/ul>\n\n\n\n<p><strong>Important Note on Passwords<\/strong><br>If you choose auto-generated passwords, they&#8217;ll be included in the welcome email. This is more secure than creating simple passwords yourself.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 3: Payment Classification (Critical Decision)<\/h2>\n\n\n\n<p>This is where many employers get confused, but it&#8217;s actually straightforward:<\/p>\n\n\n\n<p><strong>Choose &#8220;Hourly&#8221; When:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You pay based on time worked<\/li>\n\n\n\n<li>Employee submits invoices for actual hours<\/li>\n\n\n\n<li>Payment varies each period based on work done<\/li>\n\n\n\n<li>Example: $25\/hour for a virtual assistant<\/li>\n<\/ul>\n\n\n\n<p><strong>Choose &#8220;Salaried&#8221; When:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You pay a fixed amount regardless of hours<\/li>\n\n\n\n<li>Same payment every period<\/li>\n\n\n\n<li>No hourly tracking for payment purposes<\/li>\n\n\n\n<li>Example: $3,000\/month for a full-time developer<\/li>\n<\/ul>\n\n\n\n<p><strong>Setting the Rate\/Amount:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>For <strong>Hourly<\/strong>: Enter the per-hour rate (e.g., <code>25<\/code> for $25\/hour)<\/li>\n\n\n\n<li>For <strong>Salaried<\/strong>: Enter the monthly amount (e.g., <code>3000<\/code> for $3,000\/month)<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Step 4: Account Settings<\/h2>\n\n\n\n<p><strong>Status:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Active<\/strong>: Employee can log in and use the system immediately<\/li>\n\n\n\n<li><strong>Inactive<\/strong>: Account is created but employee cannot log in yet<\/li>\n<\/ul>\n\n\n\n<p><strong>Welcome Email Options:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 <em>Send welcome email with login credentials<\/em>: Recommended for immediate onboarding<\/li>\n\n\n\n<li>\u2b1c <em>Unchecked<\/em>: You&#8217;ll need to share login details manually<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Step 5: Review and Create<\/h2>\n\n\n\n<p>Double-check all information, especially:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Email address (they&#8217;ll use this to log in)<\/li>\n\n\n\n<li>Salary type and amount (harder to change later)<\/li>\n\n\n\n<li>Welcome email setting<\/li>\n<\/ul>\n\n\n\n<p>Click <strong>Add User<\/strong> to create the account.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Happens Next?<\/h2>\n\n\n\n<p><strong>For the Employee:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>If welcome email enabled: They receive login credentials and getting-started instructions<\/li>\n\n\n\n<li>First login: They&#8217;ll be prompted to set up their payment information (PayPal, Wise, etc.)<\/li>\n\n\n\n<li>Profile completion: They can add their photo and personal details<\/li>\n<\/ol>\n\n\n\n<p><strong>For You (the Employer):<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Employee appears in your User Management dashboard<\/li>\n\n\n\n<li>You can view their profile and make edits if needed<\/li>\n\n\n\n<li>They can start tracking time immediately (if hourly)<\/li>\n\n\n\n<li>Payment requests will flow to your Invoices section<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Pro Tips for Success<\/h2>\n\n\n\n<p><strong>Payment Setup Recommendations:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Start with hourly if you&#8217;re unsure \u2013 it&#8217;s more flexible<\/li>\n\n\n\n<li>Set competitive rates \u2013 remember this affects their payment calculations<\/li>\n\n\n\n<li>Document your decision \u2013 keep notes on why you chose hourly vs salaried<\/li>\n<\/ul>\n\n\n\n<p><strong>Onboarding Best Practices:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Always send the welcome email \u2013 it includes important setup instructions<\/li>\n\n\n\n<li>Follow up personally \u2013 check that they received the email and can log in<\/li>\n\n\n\n<li>Set clear expectations \u2013 explain your time tracking and payment schedule<\/li>\n<\/ul>\n\n\n\n<p><strong>Common Mistakes to Avoid:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Wrong salary type: Switching later affects historical payment calculations<\/li>\n\n\n\n<li>Unclear email addresses: Use their primary business email, not personal<\/li>\n\n\n\n<li>Forgetting the welcome email: Manual credential sharing is error-prone<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Next Steps After Employee Creation<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Help them set up payment information: Guide them to <strong>Employee Settings > Payment Information<\/strong><\/li>\n\n\n\n<li>Explain your time tracking expectations: Show them how to clock in\/out if hourly<\/li>\n\n\n\n<li>Set up teams and projects: Organize their work using ManagePH&#8217;s team structure<\/li>\n\n\n\n<li>Review your payment schedule: Let them know when you process invoices<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Troubleshooting Common Issues<\/h2>\n\n\n\n<p><strong>&#8220;Employee can&#8217;t log in&#8221;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check if status is set to <strong>Active<\/strong><\/li>\n\n\n\n<li>Verify they&#8217;re using the correct email address<\/li>\n\n\n\n<li>Check if welcome email went to spam<\/li>\n<\/ul>\n\n\n\n<p><strong>&#8220;Payment calculations seem wrong&#8221;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Review the salary type (hourly vs salaried)<\/li>\n\n\n\n<li>Check the rate\/amount you entered<\/li>\n\n\n\n<li>Remember: hourly rates auto-calculate based on time tracked<\/li>\n<\/ul>\n\n\n\n<p><strong>&#8220;No welcome email received&#8221;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check if the option was enabled when creating the account<\/li>\n\n\n\n<li>Look in spam\/promotions folders<\/li>\n\n\n\n<li>Resend manually from the employee&#8217;s profile page<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Understanding the Dashboard<\/h2>\n\n\n\n<p>After adding employees, your User Management dashboard shows:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Online Now<\/strong>: Currently active employees<\/li>\n\n\n\n<li><strong>Hourly Staff<\/strong>: Employees with hourly payment types<\/li>\n\n\n\n<li><strong>Salaried Staff<\/strong>: Employees with fixed monthly payments<\/li>\n\n\n\n<li><strong>Total Users<\/strong>: All active and inactive accounts<\/li>\n<\/ul>\n\n\n\n<p>You can toggle salary visibility on\/off to protect sensitive information when screen sharing.<\/p>\n\n\n\n<p>\u26a0\ufe0f <strong>Remember<\/strong>: The salary type decision (hourly vs salaried) is the most important choice you&#8217;ll make during employee setup. When in doubt, start with hourly \u2013 it gives you more flexibility as you figure out your payment workflows.<\/p>\n\n\n\n<p>Got questions about employee setup? Check our other guides or contact support at <strong>team@manageph.com<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Getting your first team member set up in ManagePH is straightforward, but there are a few key decisions you&#8217;ll need to make upfront that will&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-66","post","type-post","status-publish","format-standard","hentry","category-help"],"_links":{"self":[{"href":"https:\/\/manageph.com\/blog\/wp-json\/wp\/v2\/posts\/66","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/manageph.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/manageph.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/manageph.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/manageph.com\/blog\/wp-json\/wp\/v2\/comments?post=66"}],"version-history":[{"count":1,"href":"https:\/\/manageph.com\/blog\/wp-json\/wp\/v2\/posts\/66\/revisions"}],"predecessor-version":[{"id":67,"href":"https:\/\/manageph.com\/blog\/wp-json\/wp\/v2\/posts\/66\/revisions\/67"}],"wp:attachment":[{"href":"https:\/\/manageph.com\/blog\/wp-json\/wp\/v2\/media?parent=66"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/manageph.com\/blog\/wp-json\/wp\/v2\/categories?post=66"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/manageph.com\/blog\/wp-json\/wp\/v2\/tags?post=66"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}