To access this utility, go to Employees > Select Employee from listing > HR

Complete the HR  section as follows:

Employee Self Service Portal Access

Enable access to the employee portal by selecting the tick box. This allows the employee to access their employment for their employer in the employee portal.

Reports To

Add Manager if applicable 

Employment

Job Title

Enter the employee’s job title, if applicable.

Document Password

If the employee wishes to receive password protected payslips or their P60 by email, enter the password that will be needed by the email recipient in order to open and view these attachments when received.

This password is usually set by the employee and can be a combination of letters and numbers.

Next Review Date

Enter a review date as a reminder that a review is pending. 

Additional Information

Nationality

Enter the employee's nationality, if known. This is an optional field.

Passport number

If you have reviewed the employee's passport number as part of checking that they have the right to work in the UK, enter their passport number in the field provided. This information will subsequently be included in your RTI submissions.

Medical Information

Enter any medical information relating to the employee, if known.

Notes

Enter any other notes of importance in this section. This can be used for employee training records or certification data (if applicable).

Emergency Contact

If desired, click to add emergency contact details.

To add a further set of emergency contact details, click Add Emergency Contact and repeat the process. If more than one set of contact details are added, specify which is to be the primary emergency contact.

 

YOUR EMPLOYEE RECORD IS NOW COMPLETE. CLICK 'SAVE' TO SAVE THE EMPLOYEE RECORD.