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Add somebody to the staff list

Every other record in this app points back to an employee — a contract, a punch, a leave request, a payslip. A new business starts here, and most of its first week can be built out of this one screen.

You need

• hr.employees.create

Steps

1. Open HR and go to Employees. Press Add employee.
2. There is one box for the whole name rather than a first and a last, because a great many names do not split into two. Start with the working details. Personal data is added later, on the employee record itself.
3. Fill in Name, choose the Employment type and give the date under Started. Those three are required; Job title and Work email can wait.
4. Choose Volunteer only if you mean it: A volunteer is scheduled, insured and never paid: they stay off every payroll run and cannot be given pay, a loan or an overtime claim.
5. Press Add employee at the foot of the dialog to save. The person appears in the list; click their row to open their record.
6. To correct anything later, open the row and press Edit on Summary. That is also where Status and Left live, and those two are the ones that reach payroll: Somebody marked as Left is paid up to their last working day and is in no payroll run after it.

Being on this list is not the same as being paid. Pay is a separate record on the Pay tab, and until it is set This person has no pay on file, so every payroll run skips them and they appear on no payslip. Set their pay to include them.

Related

• Record what somebody is engaged on
• Record personal details, and where wages are sent
• Record what somebody is paid