Summary

What do you need to do when a new employee joins your organisation. As all organisations are different, the process that you follow may differ from the one outlined below.

The following guide is a suggestion only and should be used as a base for developing your own set of rules for when a new employee starts work.

Procedure

1. Check you have received all documentation relating to the new employee and it has been completed in accordance with your requirements. If any information is incomplete, return the documentation to the relevant person (manager or new employee) for completion.
2. Find an existing employee record that would be suitable to model a record for the new employee on. If none exist, create a new employee record.
3. Model the existing record to create a record which will be used for the new employee.
4. Complete the Work Area and Position fields on the Employees - Payroll tab.
5. Attach a contract on the Employees - Contract tab.
6. Record any items that have been issued to the employee - either Employees - Issued Items or Employees - Payroll Notes.
7. Update the employee details on the Personal (i), Personal (ii), Identification, Postal, Contact, Citizenship, Next of Kin and Dates tabs.
8. Record any clock cards issued - Employees - Actuals - Details.
9. Record the applicable holiday group for the employee - Employees - Rostering - Details.
10. Record the shift that the employee is contracted to work - Employees Rostering - Timeband Overrides.
11. Record the employee's payment details - rates, payment method, profiled hours, bank account number, bank account reference, bank code, bank particulars - Employees - Payroll.
12. Record the employee's tax details - Employees - Tax (NZ) or Employees - Tax (Aus).
13. Check that all details are correct before the first pay run.