Creating an employee record

Please note that you must have the employee permission enabled along with the edit all employees permission to view the following screens.

To manually create an employee record, you can add an employee within the employees module.

To create a new employee record:

- Click Employees on the main menu on the left hand side

- Click Details.

- Click Add Employee

You will then be asked to fill out a number of mandatory fields (Title, Forename, Surname and NI number). If the employee already has a user account setup within our compliance system you can select their email address from the Link To Existing User dropdown menu. This will then allow the employee to switch between the two systems when logged in.

Once you have added all details, press the green Save button to confirm any changes.