Adding a new employee

Add an employee

1. Open People > Employees.
2. Click Add employee (top right).
3. Fill in the form:

Required fields

• First name, Last name — display name
• Email — also used for the self-service invite
• Employee number — your internal reference (must be unique)
• Start date — the contractual start date
• Job title — appears on payslips and the org chart
• Department — pick from the dropdown (create departments first if needed)
• Manager — direct line manager (optional but recommended)
• Employment type — full-time / part-time / contractor / fixed-term / intern
• Contract hours — weekly hours; used for pro-rating leave entitlement
• Gross salary — annual amount in whole pounds (e.g. 45000)

Optional fields

• Date of birth — needed for age-related calculations like statutory redundancy and NI category M (under 21)
• National Insurance number — required before their first finalised pay run
• Home address — for payslips and HMRC RTI submission
• Working pattern — if more detailed than the contract hours number alone

What happens on save

Saving creates the employee record AND their first employment contract together — so payroll calculations, pension eligibility and leave accruals all have their data from the first moment. No second step.

After adding

• Send the self-service invite from their detail page so they can access their own profile
• Apply an onboarding template if one is set as default — this creates the new-starter checklist
• Check pension eligibility — they'll show up in the auto-enrolment queue if they qualify