Adding Employees

There are several different ways to add employees.
Options include importing them from a CSV filean FPS, or even an external HR system.

This page tells you how to manually enter details for a new employee via the user interface.

Click on the main Employees menu item.

You’ll see a button to add a new employee.

You can add employees using a Wizard that takes you through a couple of steps, or you can fill in the main page.
The option that appears when clicking the button depends on what you last used, as the system remembers your preference.

In any case, there should be a clear option to switch to/from the Wizard and full-page options.

Wizard

Fill in the details requested on the first screen of the Wizard.

The system asks which type of employee you’re adding (director, apprentice, etc.).

The option you choose determines the information asked for on the following page.

After completing the second step, the Employees details page opens, where you can add further information.

Full Page

If you prefer not to use the Wizard, you can go straight to creating the employee by filling out the full page of details.

You can switch between tabs to add more information without having to save the page for each one.


Need more help? Email hello@staffology.co.uk