To add a new agent darwin Cloud, take the following steps:

1. Click the People menu
2. Click the new button to start adding a employee

Person Details: Select person type and enter details according to requirements

5. Fill in the first name, last name in the field
6. Select the company name from the drop-down list
7. Enter email address (this information can be skipped and can be filled in once the employee profile is open)
8. Choose phone type from the drop-down list
9. Enter phone number (this information can be skipped and can be filled in once the employee profile is open)
10. Click the next button

Office: Select company and office

11. Select company from the drop-down list
12. Select office from the drop-down list
13. Click the next button

Address: Select address type and enter required fields

14. Select address type from the drop-down list
15. Enter street #, street name, designation
16. Enter zip to automatically populate city and state
    • user may also use the magnifying glass to search
17. Click the next button

18. Click add

People links

Adding details in People links are not required. But, you may add details also by doing the following steps:

1. Click People links
2. Enter the Tax ID of the employee
   • user needs 1099 Tax ID role to enter information
3. Select what 1099 type the employee gets from the drop-down list
4. Check the box that the employee gets 1099
5. Check the box full time
6. Click the save button when done adding details in People links

Agent Basics

1. Click Agent basics
2. To add a position, click the plus (+) button next to positions
3. Select a position from the drop down list
4. Enter start date or click the calendar button to select the date
5. Click add

Recommended:

1. Check the active box
2. Enter start date or click the calendar button to select the date
3. Click save