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Adding and removing employees

New tools to manage your staff

Tom Catnach avatar
Written by Tom Catnach
Updated over 3 weeks ago

Add an employee

  1. Open your employer portal

  2. Navigate to "Employees"

  3. Enter the employee's details - please note the following mandatory fields

    1. First name

    2. Last name

    3. Date of birth

    4. Email

    5. Gross annual pay

    6. Start date

    7. National insurance number

  4. Choose whether to assign the employee to a workplace pension scheme

Remove an employee

  1. Open your employer portal

  2. Navigate to "Employees"

  3. Search for the employee you want by email

  4. View the employee, and at the bottom of the page there is a red "Deactivate" button

  5. Click that button, and enter the employee's leaving date. This can be in the future or past.

    1. If set to today - the employee will be deactivated at midnight

    2. If set in the past - the employee will be deactivated immediately

    3. If set in the future - the employee will be deactivated at midnight on their last day

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