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Add an Employee


This guide will teach you how to add an employee and completely configure an employees settings. If you want to add all your employees in one hit, view the import employees guide.




Navigate


Menu > Payroll > Add Employee





Add new employee


All details are required if they are available


Warning: Once  an employee's username is set it CANNOT be changed

Add Employee New user Form

Username

A username of your choice is assigned to the employee.


Password

After you add an employee, a 6 digit number will be assigned as their default password.


Employee Console

The employee will use these credentials to access the Employee Console. 





Employee 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.


To view the welcome letter:

Menu > Settings > Employees - Welcome letter




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 configured.



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


The configuration of the employee can be done as required.


The info dots i will help explain any of the finer details.


Note: We recommended getting a bookkeeper or someone with an accounting background to help with the initial configuration.