To add an employee, press the ‘Create’ button on the toolbar of the respective catalog. To edit the existing employee, double click the line with his name. You can also select the line, press the ‘More’ button (in the upper right corner) and click ‘Edit’ in the drop-down list. You can right-click the line instead of pressing the ‘More’ button.

In the Employees (create) form there are two required fields: Individual and Full Name.

Select the Individual from the Individuals catalogOn the Employees (create) form, some fields appear only if the Enable the HR and Payroll module option is selected on the Administration > Settings > HR and Payroll Module form. 

There are two required fields: Individual and Full Name. 

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The "Employees (create)" form. 

If the employee is included in a specific group, select this group in the Folder field. 

<Auto> in the Code field indicates that the system will assign a unique code to the new employee record once you save it. As this code may be used as the employee ID in the application as well in paper documents, you can edit it if needed. 

Use the Occupation Type toggle to select the employment type:

• Main Work Place: To indicate that this employee works only for this company.
• Additional Work Place: To indicate that this employee works not only for this company.

Optionally, select the individual in the Individual field from the list of individuals. However, if you do not complete this fieldspecify the individual, the system will create the individual with the same for the employee automatically on saving the record, using the name, birth date, and gender when saving the employee (if you have completed the respective fields).

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Employees (create) form.

If an employee is a part of a certain group, please specify it in the Folder field (to open the catalog for selection, click the ‘Show all’ hyperlink in the drop-down list). If the necessary folder has not been added yet, you can create it by pressing the ‘Create Group’ on the toolbar of the displayed catalog or by pressing the Image Removed button in the same drop-down list.

You may specify Gender and Birth Date, but these fields are optional.

If the employee data should be included in WPS download, enable the Include in WPS Salary File option and select the Bank Account for the employee. To access the ‘Bank Accounts’ section, click the ‘Bank Accounts’ hyperlink located on the toolbar above. To make this field visible, enable the ‘Use WPS’ option in the ‘HR & Payroll’ section (to learn more about the section settings, see par. Settings for the 'HR & Payroll' section).

After completing the Employees (create) form, press ‘Save and close’ or ‘Save’ to save the applied changes. When saving a new item, the system will assign it a unique code that can be editedof the employee. 

In the Full Name field, type the first, last, and middle names of the employee. 

Optionally, in the Gender field specify the employee's gender and in the Birth Date field the employee's birth date. 

Also, select or create a bank account for this employee. To create a bank account for the employee, click the leftmost button in the field or click the Bank Accounts hyperlink (on the toolbar). 

The Include in WPS File option is available if the Use WPS option is selected on the Administration > Settings > HR & Payroll form. If the Include in WPS File option is selected for this employee, then in the Labor ID field (which appears), enter the identifier (up to 14 characters) of this employee in the WPS system; generally it is a work permit number. After that, the company will be able to deposit this employee's salaries or wages to the employee's bank account via the WPS system. 

Toolbar buttons

Click the Save button to save the new record or the Save and close button to save the record and close the form. 

Click the Edit GL Accounts button to open the list of default GL accounts that will be used for transactions on behalf of this employee. Note, that you will be prompted to first save the employee record.

For details on editing the accounts, see Adding an Employee. GL Accounts. 

Available links

Also, the toolbar includes the following hyperlinks: 

• Main: To access the form where the main information about employee is available.
• Employee GL Accounts: To access and edit the list of GL accounts that will be used by default for transactions related to the employee.
• Accruals and Deductions Plan: To view the accruals and deductions used for the employee.
• Bank Accounts: To view the list of bank accounts associated with the employee.
• Employments: To view all the employment contracts and contract changes associated with this employee.