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Create a new starter

You can create a new starter in a few easy steps.

Aurelian Bodea avatar
Written by Aurelian Bodea
Updated over 4 months ago

To create a new starter please follow the below steps:

  1. From the main homepage in Access People click My Team, My Team.

    • A new page will open.

  2. In the top left corner, click Add Person.

    • The New Starter Wizard opens.

  3. Throughout the New Starter Wizard complete the minimum required fields and click Next.

    • At this point, the system will search all employees currently in the system to determine if it is a duplicate record.

  4. If the user is a unique record, click Next.

    • If it is one of the duplicate records, click Use This Record if applicable.

  5. Continue to work through the steps entering the relevant information again entering all mandatory information. It does not show as mandatory to enter a post however if you try to progress without selecting a post a pop up will appear to advise a post needs entering to avoid getting this error you must select a post for the new starter.

  6. Once all steps are completed, a summary page appears where you have a chance to double check all information. If everything has been checked and confirmed as correct, click Create Employment.

  7. If there are any issues with the record a message will appear to advise that something is missing and therefore the record cannot be created. If there are no issues, the record will be created and the page where letters can be sent to the new starter will appear.

  8. Once completed the new starter page will automatically open where you can review and edit all the information.

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