Employee Details: Overview

Modified on Thu, 3 Jul at 10:14 AM



Watch our video instructions.



Employee Settings

Select "Employee Settings", then "Employee Details".



Screenshot


Creating a New Employee Record

Select "Set Up a New Employee", and then, under "General Details", you will need to enter, at a minimum, the employee's First Name, Last Name, and their commencement date. Once you are finished entering the employee's general details, select "Save".

A "New Employee Setup" menu will open to guide you through all other minimum requirements. Note: You will need their correct IRD Number and Tax Code to complete setup.

You will be prompted to add mandatory information as you go, including: Payment Method (their bank account number for direct credit), Default Working Hours, Pay Rate, and KiwiSaver.



TO EDIT AN EXISTING EMPLOYEE:

Select the fields you would like to edit under either "General Details", or "Other Details". Remember to select "Save" once you have updated a change.



Useful Links:



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