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.