Summary

The method that you will use to add a new employee record depends on which PayGlobal modules you use. For example, if you use HR, then you can add a new employee on the Appointments tab page of an employee record or using the Accept Applicant Wizard.

If you use Payroll or T&A, then you can add a new employee record on the Employee grid.

Adding a new employee from the Grid

To add an employee record:

1. Navigate to the Employees entity.
2. Press Insert to add a record.
3. Complete the employee's Last name and First Names fields.  

   Note: By default, PayGlobal enters an asterisk (*) in the Code field. If you save the record with the asterisk, then PayGlobal automatically assigns the next unused code to the new employee.

4. Complete the required tab pages and fields.
5. Click Save + Close.

The New Employee window

If you attempt to save the employee record before you complete the compulsory fields, then the Standard Employee Fields form appears.

The Standard Employee Fields form has the following tab pages:

Details (i)

Details (ii)

Compulsory fields

The following fields are compulsory:

• Employee code
• Tax number
• Tax code
• Bank account (if Payment method = Direct Credit)
• Employee status
• Start date
• Divisional fields, such as Cost Centre, Department, Location, and Position.

Modelling

When you add an employee to your payroll, Model Record saves time by using an existing employee record to create the new record. The generic fields (such as Department and Cost Centre) will be the same, but specific details (such as Address and Date of birth) will not be modelled. You can then make any necessary changes to the new record.