Adding an Employee in WorkWeek

While no fields in the employee profile are mandatory, it is recommended to fill in key details to ensure smooth integration with payroll and reporting processes. Here’s how to add an employee efficiently:

Key Steps for Adding an Employee:

1. Open the Employee Profile

Navigate to the Employees page and click the Add Employee button to open the profile form.

2. Recommended Details to Fill In

To ensure accurate identification and reporting, it is recommended to provide the following:

First Name and Last Name: Helps clearly identify the employee within the dashboard.
Employment ID: Facilitates compatibility with payroll software and helps track employees efficiently.
Hourly Rate or Daily Rate: Essential for accurate wage calculations and reporting in the Wage Summary and other financial reports.

3. Additional Information (Optional)

You can include other details for a more comprehensive employee profile, such as:
- Contact Number: Useful for communication.
- Job Title and Status: For organisational purposes.
- Appointment and Contract Details: Dates for tracking employment duration.
- Site Assignments: Assign the employee to relevant sites to link their work shifts to specific locations.

4. Document Upload

Upload any supporting documents, such as contracts or identification, to maintain a complete record.

5. Save the Profile

After entering the necessary information, click Add Employee to save the profile. The employee will now be available for time tracking, scheduling, and payroll processing.

Key Points:

No Mandatory Fields: Although no fields are required, filling in First and Last Name, Employment ID, and Hourly/Daily Rate is highly recommended for smooth operation.
Site Assignments: Assigning sites ensures proper shift tracking and reporting.
Flexibility: You can add as much or as little information as needed and update profiles later as required.

Adding employees in WorkWeek is a flexible process designed to fit the needs of your organisation, helping streamline workforce management and reporting.

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