Add a New Employee Record (Desktop)

Add an employee record for each employee.

If possible duplicate records are detected during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To add a new employee record in the desktop application:

  1. On the Navigation menu, click Hubs > Employees.
  2. On the toolbar of the Employees form, click New and select New Employee. The fields and options on the Employees form are blanked out so that you can enter a new employee's information.
  3. In the Employee field, enter a unique employee identifier. If automatic numbering is specified for employees on the Numbering tab of General System Settings, [AUTONUMBER] displays in this field to indicate that an employee number will be assigned automatically.
  4. In the name fields, specify the employee's name; you must include a last name for each employee.
  5. In the Organization field, use the lookup to specify the organization in which the employee works.
  6. Optional. If you use multiple companies, you can use the Home Company field to specify a company, other than the active company, to serve as the employee's home company. You specify each employee's pay rates, accounts, and timesheet information in the home company.
  7. Complete the information on the General tab and the other tabs of the Employees form.
  8. Click Save.