Manage employee records

Add an employee

Open Employees, select Add and complete the Employee Setup details.

Bulk import employees

Go to Settings → Employees → Employee Bulk Import, download the template, complete it, select the pay frequency and upload it. Review both successful and unsuccessful rows.

Edit an employee

Edit the employee from the list. The Employee View provides Basic Info, Time Off, Designation, Working Hours, Employee Service, Retirement Funding Income, Employee Skills, and Equity & ETI.

Enable self-service

In Basic Info, enable Self Service and save. The employee receives setup instructions; use the paper-plane action from the employee list to resend them.

Terminate an employee

Open Employee Service, enter the last day and select the termination reason.

Set up ETI

Edit the employee, open ETI, choose Allow, complete the effective information and save. The calculated amount appears in ETI reporting and on the EMP201 after the relevant pay run is complete.

Add documents and notes

Open Documents and Notes on Employee View and select Add. Note categories are configurable under Settings → Employees → Note Categories.

Skills and equity

Complete Employee Skills and Equity near the bottom of Employee View. The information then becomes available to the Skills and Equity report.