This article takes you through the steps required to add an employee in to Advanced People.
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To add an employee
From the People workspace, click Employee Details to open the Employees screen (screen ID: EP203000). Image Added
Click the plus symbol () to add a new employee. Image Added
Enter the new employee's details in the tabs:
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Any fields marked with a red asterisk are compulsory. You have to complete these fields before you can save the record.
General Info—Enter the employee's contact information, address and other general settings.
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Employment History—Click the plus symbol () to add a new row, then complete the Position, Employment Status, Employment Basis and Start Date fields. Image RemovedImage Added
Financial Settings—The fields in the GL Accounts section are automatically filled with information you added in the General Info tab. In the Payment Settings section, add the employee's bank details, account number and account name. In the Print and Email Settings, select whether the employee will receive receives printed payslips , or whether they'll receive payslips by email.
Click the save icon (Image Removed)Save & Close. Image Added
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To add an employee's pay details
After you've added a new employee, you can add their pay details.
On the Employees screen, click Pay Details. Image Added
On the Pay Details screen, click Actions and select Pay Groups. Image Added
From the Pay Group ID dropdown, select the pay group. Image Added
Enter the employee's salary and hours details.
Click the plus symbol to add a Pay Item, and select the employee's standard pay. This example shows the Ordinary Salary pay item. Image Added
Complete the Effective Date field. All the other fields will complete automatically with information from the pay group you selected.
Complete the Taxation, Employment and Employee Defaults tabs with required information for your employee.
On the Pay Distribution tab, add complete the Reference that's field, which is required to appear on your employee's bank statement. This is usually the company name and salary, but it can be any detail that you your employee would like to see.
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If you need to add multiple bank accounts for an employee, see this help article to learn how.
