Add a new employee

You can add individual employees or import employees from another source.

Add an individual employee

Add an individual employee A video overview demonstrating the basics of adding an individual employee.

1. Go to Employees.

2. Select Add New.

   

3. Enter the relevant details for the employee, including:

• Name
• Date of birth
• Gender
• Marital status
• Start date
• Payroll code
• Employee type

4. Select Create Employee.

5. Add more details including:

   • Declaration

   • Tax Code

   • Week 1 / Month 1

   • NI Table

   • NI Number

   • Email

   • Telephone

   • Student Loan A government loan that students can use to help pay for their education.

   • PostGrad Loan

6. Select Update.

7. If available, add any more details to the record, including:

   • Mobile

   • Passport

   • Partner Details

   • Address

8. Select Update Employee.

   The employee now appears in your list of Current employees.

Import employees

You can import a list of your employees from a variety of different sources.

1. Go to Employees

2. Select Import.

   

3. Select the appropriate source you want to import the data from the Import Employee Information list.

   

4. You can import from the following sources:

   • FPS Full Payment Submission is an RTI online submission to be sent on or before each payday. This informs HMRC about the payments and deductions for each employee. XML

   • Sage 50 Payroll

   • Moneysoft

   • CSV File

   • CSV Payments File

   • HR Software

5. Upload the appropriate file.

   The employees appear in your Current Employee list.