Add a new employee - Workflow
Offshore Payroll
1. Click on Dashboard
You can access this workflow from two different locations. The first one is dashboard where you see 3 workflows: Run Payroll, Process Submission, and New Employee.
2. Click on New Employee
3. This step is an alternativve way of reaching the same workfow and is shown for educational purposes: Click on Workflows
4. Click on New Employee
5. Click on Title field and select the suitable option from the drop down
6. Select an Option
7. Click on First Name
8. Type First Name
9. Type Surname
10. Click on calendar
11. Select the Year of Birth
12. Select the Month and the Day
13. Click the date
14. Select the Marital Status from the dropdown
15. Select an Option
16. Click on Home Address and fill in the information
17. Type Address
18. Type Address
19. Click on SAVE
20. Click on Occupation
21. Click on Test Occupation
22. Click on Accounting employee contact
23. Select the Organisation
24. Select an option
25. Click on the calendar icon
26. Select or type a date
27. Click on Employment Type
28. Select the suitable option
29. Click on Employment Contract Type
30. Select the applicable option
31. Click on Organisation Pay Schedule
32. Select the Pay Schedule from the dropdown
33. Click on Working hours
34. Select the suitable option from the dropdown
35. Click on Pay Method
36. Select the option you need
37. Click on Pension Provider Scheme
38. Type your tax reference
39. Click on Jurisdiction Details…
40. Click on Social Reference No
41. Type Tax Reference No
42. Type the Social Reference No
43. Click on ITIS Employee Type
44. Select the the suitable option frm the dropdown
45. Click on Employment Status
46. Select one of the options from the dropdown
47. Click SAVE
48. Click on the calendar icon
49. Select the date
50. Click on Pay Unit
51. Select one of the options from the dropdown
52. Type the value
53. Click SAVE
54. Click NEXT
55. Either type or click on the calendar icon to select the Effective Date
56. Select the effective date
57. Click on Social Category
58. Select one of the options
59. Type the percentage
60. Click SAVE
61. Click on the Calendar icon
62. Select the date
63. Type Bank Name
64. Type the Sort Code
65. Type the Account Number
66. Type the Account Name
67. Type Payment Reference
68. Click SAVE
69. Click on Add New Record
70. Click on Pay Element
71. Select one of the options
72. Type a description
73. Click SAVE
74. Click NEXT
75. Congrats! The Employee is Successfully Created!
76. You can now Click on VIEW NEW EMPLOYEE to review the information
