This article will guide you through the process of adding or updating your employee's personal details.
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Adding Employee Personal Details
When creating a new employee, the first step is to enter their personal details.
Primary Email Address: The payslips will be sent to this email address, and it needs to be unique.
Please ensure that all required fields, marked with an asterisk (*), are completed accurately. Once all details are entered, click "Save" to proceed.
Updating Employee Personal Details
If you need to update your employee's personal details, follow these steps:
Navigate to the dashboard by clicking on the logo. This will take you to the "Manage Clients" list.
Find the client and click the "People" icon
in the corresponding row. This will open a screen displaying a list of employees.
Locate the employee you wish to edit and click on the "Edit" icon
on the corresponding row.
Click the "More" button located on the right-hand side.
A slider will appear with the employee's details. Make the necessary changes and click "Save" to update the information.
If no changes are required, simply click the "Close" icon
at the top-right corner of the slider to exit.
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