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  • Add an employee


 

 

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Australia only (for New Zealand information, see Creating a card)

Key points
  • Create a card for all employees you'll pay using AccountRight

  • Employee cards store personal, contact, and payroll details
  • Once you've created an employee's card, enter their payroll information

To create an employee card

To create an employee card

  1. Go to the Card File command centre and click Cards List. The Cards List window appears.
  2. Click the Employee tab.
  3. Click New. The Card Information window appears.
  4. Enter the employee’s name and contact details.

    There isn't a field for the employee's middle name. However, if you enter a space and the middle name after the first name, the middle name will print correctly in payslips and paycheques.

    Add the middle name after the first name

    If you want to see a middle name field added to cards, or if there's any other changes you'd like to see, vote for or submit ideas to the AccountRight Idea Exchange.

  5. (Optional) If you want to assign a code to identify the employee, enter one in the Card ID field.

     

  6. To enter personal information about the employee, click the Card Details tab. In this tab, you can:

    • add a picture—see Card pictures.

    • enter notes about the employee, such as their birthday or next of kin.
    • use custom lists and fields—you can record additional information about the employee. See Customising cards.
  7. Click OK to save the card.
  8. Complete setting up the employee by entering their payroll information.

    Will the employee use AccountRight?

    If you’re setting up an employee who will be going to use AccountRight, you’ll also need to give them access to your company file.