Around busy periods like holidays and big events, you may want to hire extra short-term staff. Below are the essentials on how to take on new starters and end employment.
Create a new user
Before you can create a new user, you first have to ensure that there's a post for them. If there isn't one, you need to create a new post.
To create a new user, please follow the steps below:
From the menu, click My Team, then click My Team.
Click Add Person.
Fill in all mandatory fields in the New Starter wizard.
Mandatory fields are marked with an asterisk *.
Click Next, then click Next again.
Complete the rest of the wizard then enter a post.
Review the details you've entered, then click Create Employment.
You can now approve the employment.
For further guidance on how to create new users, please see our manager's overview webinar. The section on creating new starters is three minutes in.
Terminate an employment
If you haven't already done it, we advise that you run the leave accruals for the employee before terminating the employment.
🤓Tip: To ensure that the final holiday pay is correct, we recommend that you process hourly employees as leavers on or after their employment end date.
To terminate employment, please follow the steps below:
Search for and select the employee that you need to terminate.
Click the Employment tab, then click Position.
Click Termination and enter the details:
The last date of employment.
The reason for termination.
Click Next.
Click Final Holiday Pay, then click Get Balance.
Click Next and enter any last-minute sicknesses for that employee.
Click Next and enter a personal email address for the employee.
This is so they can request a password and retrieve their P60 or payslips.
Click Next and fill out the leaver's form.
This step isn't mandatory.
Click Submit.