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This process goes through the full set up of a new starter. You can use People Manager's onboarding function to allow the new starter to fill out various personal details themselves which will then update the system. In this process we will go through the mandatory details and all basic information that you will need to fill out. However we recommend you utilise as many of the tabs within an employees record as this will help with reporting as well as having all your employee's data in one place.

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If you need to create a new employee record, click on employees on the top menu bar. Under your top folder (normally the name of your company), right click, and then select new employee.

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In the box enter:

Start Date - this will be done via a calendar pop up.

Staff Number - this will be prepopulated but can be over keyed.

Reference - This will be the name that shows on the left-hand menu so make sure it's an easily recognisable reference.

First Name & Surname, then click create.

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The new record will show on the left-hand side, this is displayed as reference & (staff number). This will sit directly under the name of your company until you assign a department and/or a division in the contracts - organisation tabs.

On the righthand side the summary panel will automatically appear for that worker allowing you to work through the tabs adding employee details.

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