Change an employee record

  1. In Employees, select the employee you want to change.

There are various tabs you can update in the Employee record. You can:

  1. Update basic details

  2. Modify regular pay

  3. Add and update additions & deductions

Update basic details

You can update the Basic Details of the employee.

Employee record with Basic Details option highlighted

  1. Select the Basic Details tab.

  2. Update any information, including name, date of birth , gender, marital status, contact details, passport, NI number or address.

  3. Select Update Employee. Your changes are shown.

Modify regular pay

Employee screen, with the Pay Options and Regular Pay buttons highlighted

  1. On the Pay Options tab, select Regular Pay.

  2. Update the fields you want to change then select Update Employee.

    The details are updated.

    If you change the pay mid-month, let your Employer Portal know using Processing Notes. Find out more in Using processing notes.

Add and update additions & deductions

Employee screen with the Pay Options and Additions & Deductions highlighted

  1. On the Pay Options tab, select Additions & Deductions.

  2. Select New Deduction/Addition and add the details.

  3. Select Create. The addition or deduction is added to the employee record.