Add an employee
Create an employee record with their job, department, start date, salary and bank details, so HR, leave and payroll can use it.
Every person who works for you gets one employee record. Leave, documents, attendance and payroll all hang off it, so fill in the job, the start date and the monthly salary when you add them.
Steps
-
Open HR Management. In the menu on the left, click HR Management. The overview shows your headcount, leave waiting for approval and documents about to expire. Click New employee.
Click "New employee" -
Enter who they are. Type the Full name, then the Job title, the Department and their Email. The department list suggests the ones you already use, or type a new one.
Who they are -
Fill in the employment details. Choose the Type (full time, part time or contract), pick the Start date and enter the Monthly salary. Add the Bank and IBAN / account no. so payroll can make the bank file.
Employment details -
Add personal details (optional). ID number, nationality, date of birth, address and an emergency contact. Private notes are only seen by people with access to HR.
Personal details (optional) -
Click Save employee. The employee page opens with their details, leave balances, documents and pay items.
Save the employee
Tip Add an email address, then use Invite to self-service on the employee page so they can see their payslips and ask for leave themselves.
Good to know
- The salary is the basic monthly amount. Allowances and deductions are added as pay items on the employee page.
- Someone leaving? Edit the employee and set a Leaving date. They move to the Former list and payroll pays them only up to that day.
- Someone who starts in the middle of a month is paid for the days they worked that month.