Follow the steps below to add a new employee to Workmax.
- Sign in to your Workmax admin account.
- Go to the “People” section.
- Click “New team member”.
- Select “Employee” and click “Continue.”
- Enter your new employee’s details.
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- Title
- First name
- Initials (Optional)
- Last name
- Phone number
- Address (Optional)
- Enter your employee’s Job and pay details.
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- Start date.
- Job title
- Pay calendar.
- Payroll ID
- HMRC RTI ID
- Department (Optional)
- Manager (Optional)
- Location (Optional)
- Employment status
- Salary amount
- Per (Year, Day, Hour)
- Working schedule type (Fixed, Variable)
- Working schedule
- You can add employees to existing time off policies if you have an existing “Time off Policies” Setup.
- Review and click “Save”.
- Done
After you add your new employee to Workmax, Workmax will email them an invitation to set up and complete onboarding details.