Before adding new employee records we recommend you go to the Chart of Setup section and set up your Annual Holiday Schemes, Working Patterns, Departments, Cost Centres, and the pay run so that you can assign the new employees to their respective categories as you add them.
To add a new employee go to Employee on the tasking zone and click on Add new Employee. Before you begin please read our notes regarding how to add a new employee. There are four steps to adding new employee details.
Step 1: Personal details: Enter the employee's personal details on this screen. Please note the following when you enter the details:
Step 2: NI & Tax Details: Enter the employee's NI details and select the option Enter P46 Details. Now enter the details filled in by your employee on the P46 form.
Step 3 : Pension: Here you add employee's current pension status. Select the appropriate option 'Yes' or 'No' whether employee is subject to Auto Enrolment Pension. If the Employee is qualified enter the AE pension details and the AE start date.
Step 4 : Optional details: Enter the employee's emergency details and bank details and click on Continue.
Step 5 : Upload Photo: Here you can upload employee's photograph and click on Finish. Your new employee details will now be added to the payroll.
To view / edit the employee details you just entered click on View / Edit Employee details under Employee on the tasking zone.
|Road Map - Add new Employee with 'P46 Details'
Employee -> Add new Employee - > Employee Personal Details -> Employee P6 Details -> Pension Details -> Employee's Emergency Details and Bank Details -> Finish button
( 'Employee' is the button positioned in the tasking zone menu at the top. It is the second button from the left)