Every person in your workspace has a team member record. Alongside their login and role, it holds their employment details, pay, bank and tax details and holiday allowance, plus a private file store for contracts, letters and reviews.
Before you start
Employment records are on the Standard, Professional and Enterprise plans. Only people whose role can edit team members see and change them.
Fill in their record
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Open the person
In the sidebar, open Business, choose Team Members and edit the person.
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Organisation details
Set their job title, department and who they report to. Their manager approves their time off.
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Employment and pay
Choose permanent or contractor, then add their annual salary and pension contribution, or their day rate or fixed contract amount, and their contract start and end dates.
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Payment details
Choose how often they are paid and add their bank details, tax code and National Insurance number. New starters can enter these themselves when onboarding is switched on. See onboard a new starter.
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Holiday and notes
Set their holiday allowance and add any employment notes.
Store their files
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Open their files
From the team member, open their Files.
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Upload a file
Upload the file and give it a title and description, such as Signed contract, March.
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Decide who sees it
Tick Share with this team member and they can view and download it from My Documents on their profile. Leave it unticked for private records, such as a warning letter.
The list shows who uploaded each file and when.
When someone leaves
On their last day, switch off Active on their record. They can no longer sign in, and their record and files stay for your own records.
For more, see HR Management.