Understand the Employee Details screen

Use the Personnel tab to enter general employee information, including:

• Name
• Address
• Contact details
• Bank details

Use the Pay / YTD tab when adding an employee during the tax year. Enter year-to-date gross pay and deduction values so cumulative totals calculate correctly.

Assign one or more working patterns to the employee. Working patterns help calculate holiday and absence correctly.

Use the Holidays tab to set holiday rules specific to the employee. This includes entitlement and carry-over settings.

Use the Absence tab to define annual absence entitlements for the employee. This controls how the system tracks absence balances.

Use the Payments tab to specify payments that apply to the employee. These payments need to exist at the company level.

Use the Deductions tab to specify deductions that apply to the employee. The available deductions depend on what you set up at the company level.

The Split tab enables you to set up multiple pay methods for the employee. This allows you to split net pay across more than one bank account.

Define costing details for the employee. Use the Costing tab when allocating wages to departments or cost centres.

Use the CSO tab to enter the information required for:

• Earnings, Hours and Employment Cost Survey
• National Employment Survey

Use the JLC tab to turn on or off the JLC feature for the employee. Apply JLC settings where required.

You can use the User-Defined tab for Memo, Date and Value fields to store additional information. These fields help you record internal notes or custom values.