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How to Create a New Employee
How to Create a New Employee
Olivia McKearney avatar
Written by Olivia McKearney
Updated over a week ago

Once you log into your profile, you will need to navigate to the ‘People’ tab located on the top left-hand side of the below screenshot.

Once you select the ‘People’ tab the following screen will appear:

On this screen you will see the green ‘Add New User’ drop down, if you select it the following options will appear:

At this stage, you will select ‘Add New Employee’. Once selected the following screen will appear:

From here you can navigate the tabs on the left-hand side of the screen to:

Edit Account Details - update users' personal information and contact details, etc.

Edit Permissions - update access rights, roles, and permissions, etc.

Add Locations & Regions - associate the relevant Regions & Locations to the user.

Add Contacts - the ability to add an emergency contact or next of kin.

Add Contract details - Here you can detail the contract type, start date, etc.

Add Compliance Documents - on behalf of the user you can upload relevant documentation.

Payroll - Here you can store tax codes, payroll references, national insurance numbers, etc.

Edit Personal Details - Here you can add address details, D.O.B, gender, etc.

Allocate Annual Leave - Here you can leave balances for a particular employee. Note - you must finish creating the user to add leave allowances.

Click on the green ‘Save’ button on the bottom right-hand corner of the screen to save any changes.

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