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. You'll be prompted to send the employee a self-onboarding request. If you'd prefer to enter the employee's details manually, click Skip to display the Card Information window.

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.

   

   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 also be using AccountRight to work on your company file, you’ll need to give them access.