This guide provides step-by-step instructions on how to create employees for a client.
Accessing the Employee Creation Section
Navigate to the dashboard and click on the logo to access the "Manage Clients" list.
In the Manage Clients list, find the client you want to update and click the People
icon in the corresponding row.Click the "+ Create" button located in the top-right corner.
You will be directed to a new page where you can enter the necessary employee details.
Completing the Required Sections
To successfully create an employee, you must complete the Employee Personal Details section. Additional sections can be completed at a later time by editing the client profile.
Entering the Personal Details
For detailed instructions on adding or updating an employee's basic details, please refer to the following guide:
Additional Employee Setup
Once you've entered the personal details, you may choose to proceed with further configurations right away. Alternatively, you can click on the "Exit Setup" to configure the additional sections at a later time.
You can use the section indicator at the top to navigate to the relevant section. You can click the "Reset" button to clear the filled details from all fields at once.
Adding Employee Payment Details
Guide to Adding/Updating Employee Payment Details
Adding Employment Details
Guide to Adding/Updating Employment DetailsAdding Court Orders
Guide to Adding/Updating Court OrdersAdding Pension
Guide to Adding/Updating PensionAdding YTD Details
Guide to Adding/Updating YTD Values
By following these steps, you will successfully create and configure a new employee within the system.
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