How to Manage your Employee Details


Watch our video instructions.
Select "Employee Settings", then "Employee Details".
Creating a New Employee Record 

Select "Set Up a New Employee", and then, under "General Details", you will need to enter, as a minimum, the employee's First Name, Last Name, and their commencement date. Once you are finished entering the employee's general details, select "Save".

A "New Employee Setup" menu will open to help walk you you through all other minimum requirements. Note: You will need their correct IRD Number and Tax Code to complete setup. 

You will be prompted to add mandatory information as you go, including: Payment Method (their bank account number for direct credit), Default Working Hours, Pay Rate, and KiwiSaver.

TO EDIT AN EXISTING EMPLOYEE:
Select the fields you would like to edit under either "General Details", or "Other Details". Remember to select "Save" once you have updated a change.