Step 1 - Set up your Team
Navigate to the Employee section...
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Select Manager Icon | |
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Select Employee Icon |
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The Employee Records window will be displayed which consists of three tabs:
- All Records (F1) – shows a list of all current employees and their details
- Employee File (F2) – shows the specific details of an employee
- Past Employees (F3) – shows a list of past employees
The All Records screen shows the employee code, name, address and phone number and helps you control your employee documentation.
Tip: Press the Esc key to return to the Manager Menu or Click the tabs to select each tab or use the F Keys
Adding a new employee
Personal Details
- Select the Employee File (F2) tab. This will open the pre-selected Employee File.
- To add a new employee, click the Add Employee button.
- This will open a blank Employee File:
- Enter the Employee’s name in the ‘Name’ field and complete the remaining fields as much as you need / can.
| Field | Used |
| Name | Full Name is displayed in a number of reports |
| Address | For your record - EMP-99 – Staff File Report (Do Not Display) |
| For your record - EMP-99 – Staff File Report (Do Not Display) | |
| Phone | For your record - EMP-99 – Staff File Report (Do Not Display) |
| Mobile | For your record - EMP-99 – Staff File Report (Do Not Display) |
| Language | Provides user with translated system if you have language pack |
| Date of Birth | Select Purple Box to display the date picker (Reference Only) |
| Upload PDF | You can upload a single PDF document such as a scanned driving licence |
Note: All fields must be completed before you can generate a new employee file and you can use the AutoFill option to completed any uncompleted fields.
Payroll Details
- Complete the Payroll section
| Field | Used |
| Pay 1 | Select the main role the new employee will conduct and add the correct payrate |
| Pay 2, 3 & 4 | If they will conduct different roles on other days then add the role and the rate |
| NI Number | For your record |
| Payroll Number | Reference number on Payroll report to link to payroll provider |
Employees Details
- Now select the new employees ‘Job Description’ from the dropdown (this will define their user access to the system and sets the Security Level and Job Code).
Note: An employee with an ’untrained’ status can not access the system.
- You can also add their Contractual Hours for your records.
After the employee’s details have been entered, click ’Save Changes’ at the bottom of the screen. When the file is generated it will deliver a prompt to confirm:
Click Yes to save the employee file to the database - Click No to return to the Employee files - the information will be lost
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Note: All new employees passwords are set to PASS and must be changed by the employee immediately in the ’Password’ section on the Main Menu. |
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