To manually 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.
4. Enter the employee's name and email address.
5. If you know it, enter the employee's mobile number.
6. Choose the employee’s Employment Basis. 
7. Deselect the option Invite employee to fill out their own details.
   
   

8. Click Continue. A new card is created from the employee.

   There isn't a field for the employee's middle name. But you can enter a middle name after the first name if you want it to appear on payslips and paycheques.

   

   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.

9. Enter the employee's address.

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

11. Click the Card Details tab to enter personal information about the employee, including:

    • adding a picture—see Card pictures.

    • entering notes about the employee, such as their birthday or next of kin.
    • using custom lists and fields to record additional information about the employee. See Customising cards.

12. Click OK to save the card.

    Will the employee use AccountRight?

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