Creating a New Employee Record

  1. Go to the Employees screen (EP.20.30.00).

  2. On the form toolbar, click the New Record icon (+) to add a new employee.

  3. In the following tabs, enter the new employee's details:

  4. In the General tab, enter the employee's contact information, address and other general settings.

  5. In the History tab:

    1. On the tab toolbar, click the Add Row icon (+).

    2. In the new row, complete the Position, Employment Status, Employment Basis and Start Date fields.

  6. In the Financial tab, the fields in the GL Accounts section are automatically filled with information you added in the General Info tab.

    1. In the Payment Settings section, add the employee's bank details, account number and account name.

    2. In the Print and Email Settings, select whether the employee receives printed payslips or payslips by email.

  7. On the form toolbar, click the Save icon.