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Create and edit employee records

Created on  | Last modified on 

Summary

How to create and edit employee records in Sage Payroll.

Description

To help you manage your employees’ information, you create records for them. You can enter their personal details, contact details, employment and tax details.

 TIP: When you set up a new employee in Payroll you don't need to register them with Revenue. This is done automatically when Payroll retrieves the RPN. 

Resolution

To create a new employee

  1. Go to Employees, then select Create Employee.
 TIP: Any options marked with an asterisk are mandatory, you must fill them in. For more information about each option on the employee record, please refer to the section, Options available within the employee record 
  1. Under Personal Details, enter the employee’s name, PPS number, date of birth and gender.
  2. Under Contact Details, enter the employee’s address, telephone number and email address.

 TIP: If you want to email payslips to this employee, enter their email address and set a password. The employee requires this password to view any payslips you send them by email. 

  1. Under Employment Details, in the Pay Cycle list, select the pay frequency you want to pay the employee.

For example, if you want to pay the employee each week, choose Weekly.

  1. In the Start Date box, enter the date that the employee starts working with your company.
  2. In the Payment Method list, select the relevant payment option.

 TIP: If you select Bank Transfer, you must enter the employee’s account name, IBAN and BIC. 

  1. Under Current Tax Details, in the PRSI Code list, select the relevant code.

 TIP: If you’re unsure of what PRSI code to select, contact the Department of Social Protection. 

  1. In the Tax Status list, select Emergency.
  2. Select Save.

The employee is active on your payroll, and you can start processing their pay details.

 TIP: You can’t add an employee to a completed pay run. If you need to do this, please contact Sage technical support for help. Our support team may be able to suggest a workaround for you.