Add an employee
Create a person's HR record with their job, pay, banking and tax details.
Open ClockWorkSteps
- Open People in the side menu. On the People tab, click Add person.
- Under Job, fill in Name, Work email, Job title and Team. Choose the Legal entity (this sets the Payroll country) and who they Reports to.
- Set the Status, the Contract type and the Start date.
- Under Pay, choose the Pay frequency and type the Monthly salary and Hours in a working week. Choose Salaried, no overtime or Paid overtime, and add pension percentages and allowances if they apply.
- Under Personal and Banking and tax, fill in the bank, Account number, Branch or routing code and Tax number.
- Click Save.
Good to know
- Leave Annual leave days empty to use the country minimum.
- Put contract and ID files in your Ocalt files and list their paths under Documents and skills.
Still stuck?
Tell us which step stopped you and what you saw on screen. We answer from Support.