Add an Employee

This guide will teach you how to add an employee and completely configure an employees settings.

You can also import employees from an existing system. Review our Export Employees from Previous System guide for more information.

Navigate

Menu > Settings > Employees

Adding a New Employee

Adding a new employee can be added on the Employees page. 

Click the Add Employee button.

Fill out the

Fill in the Add Employee/User Form. All details are required if they are available:

• Given Name and Surname: Enter accurate and official details are required to use STP.
• Employee Username: Automatically generated which can be changed in the same field. This username is used to log into Microkeeper and cannot be changed after the user is created.
• Email and Mobile Number: Enter at least one to send login credentials. Can be updated later if needed.
• Send Credentials: Choose SMS, Email or both for sending login information.

Clone From

This quick configuration tool can be used to clone details from a similar existing user.

Employee Information that will be included in the clone:

• Manager Config
• Group Config
• Employee Profile:
  • Payment and Employment
  • Entitlements
  • Employee Display
  • Employee Clocking

Sending Employee Credentials with the Welcome Letter

Once you have added all your employees, you can produce a welcome letter that will introduce them to the Microkeeper system and inform them of their username and default password.

Navigate to Menu > Settings > Employees

Click the Welcome Letter button and Send Email to Everyone button to send a welcome letter to everyone who has never received a welcome letter. 

The welcome letter can also be sent out on a selective basis. 

1. Select the tick box next to an employees username
2. Click the Welcome Letter button
3. Select either Send SMS to selected or Send Email to Selected

Complete configuration

When an employee is first added to the Microkeeper system, default values are pre-selected, this gives the employee the ability to starting clocking their hours.

Before their first payroll can be processed, the configuration of the employees account must be completed.

Navigate to Menu > Settings > Employee - Edit (For the newly added employee)

The configuration of the employee can be done as required.

The info dots i will explain settings in detail.

Note: It is recommended getting a bookkeeper or someone with an accounting background to help with the initial configuration. Additional Microkeeper offers guided training sessions