Topic Two: Employee Creation Wizard
The Employee Creation Wizard guides you through the process of adding a new employee. You can create a new employee file or use an existing file as a 'template'. You can also transfer employees between companies using the employee import function.
The wizard is used to:
- Enter an employee's personal information
- Set up their standard pay
- Manage bank accounts, leave entitlements and other details.
Upon completion of the wizard, some extra editing of the employee file is recommended. For example, you may want to preview a standard pay, assign costing
splits or apply rebates.
As you proceed through the wizard, mandatory entries are indicated with a *. As you complete each screen, click Next to move on to the next step. If you have omitted any mandatory entries, they will be selected in red. You will not be able to proceed until the required entries have been made.
Adding a New Employee:
- From the Navigator select Payroll | Employee.
- Select the Add New node.
The Add Employee Wizard will open showing Information which is Step 0 of the wizard. This shows Current Employees Limit and Defaults:
- The first number given in Current Employees Limit is the current number of payment summaries you will produce at the end of this financial year, across all companies within the current database. The second number is the maximum number of payment summaries you are licensed to produce.
For example:
- The Defaults settings for new employees, includes Pay Period, Standard Hours and Pay Item.
Change these if necessary. - Specify which optional screens you wish to see and/or complete as part of the wizard, e.g. Deductions or Leave Entitlements.
Note that these screens have mandatory fields, so if they have been selected to display, you must have the information to complete them.
There are two options at this point – click Next go to Step 1 and work through the Import Process or skip Step 1 and click Next again to go to Step 2, to continue adding a new employee.
As you proceed through the wizard, mandatory entries are indicated with a *. As you complete each screen, click Next to move on to the next step. If you have omitted any mandatory entries, they will be selected in red. You will not be able to proceed until the required entries have been made.
Step 0: Information (Default Settings)
If you have to add several employees, or if you need to update employee details (such as contacts, Super, banking) for many employees, please contact your HR3 consultant or HR3 Support for further information.