Add an employee to Workmax

Follow the steps below to add a new employee to Workmax.

  1. Sign in to your Workmax admin account.
  2. Go to the “People” section.
  3. Click “New team member”.
  4. Select “Employee” and click “Continue.”
  5. Enter your new employee’s details.
    • Title
    • First name
    • Initials (Optional)
    • Last name
    • Phone number
    • Address (Optional)
    • Email
  1. Enter your employee’s Job and pay details.
    • 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
  1. You can add employees to existing time off policies if you have an existing “Time off Policies” Setup.
  2. Review and click “Save”.
  3. Done

After you add your new employee to Workmax, Workmax will email them an invitation to set up and complete onboarding details.

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