Steps
- Either, …
- go to “Addresses“ > “Add person“, specify the employee data and select “Employee“ from the drop down “Status“ OR
- go to “Employees“ > “Add employee“ and specify the employee details
- At the bottom of the page, click “New“
=> A new page is displayed to (re)define the employee details
- Select a value from “Department“ to add the employee to an existing department (group)
- Select a value from “Function“ to match the new employee with the correct pricing model and optionally define a custom “Hourly rate“ for this employee
- At “Code“, specify the employee code/abbreviation
- HINT: this will be displayed throughout the system and also serves as username for logins
- At “Start date“, enter the employee’s first official working day
- HINT: this will affect the user’s login permissions (date), vacation details (number of available holidays) and your agency’s resource management (i.e. the availability of the employee for jobs)
- Likewise, change “Termination“ date to the employee’s last working day to reverse the above mentioned effects when this person leaves the company
- At the bottom of the page, click “Save”
=> The new employee has been created