Add an Employee
Learn how to add a new employee using the joiner wizard.
The joiner wizard helps you capture essential employee information, including personal details, tax setup, pension, bank details, salary, and contract type.
Country-specific statutory fields appear automatically based on the employee's work country - for example Nigeria (State of Residence, RSA PIN, PFA, BVN, NHF number), United Kingdom (NI number, tax code, student-loan plan), United States (SSN, W-4 details, work state), Kenya (KRA PIN, NSSF, SHA), South Africa (ID / tax reference, UIF) and Ghana (SSNIT, GRA TIN).
Step-by-step
- 1Access Payroll
Open More Tools → Books → Payroll, then go to People.
Access Payroll - 2Initiate Employee Addition
Click on Employees and then select + Add.
Initiate Employee Addition - 3Enter Personal Details
Fill in the employee's name, title, gender, and address.
Enter Personal Details - 4Specify Employment Details
Provide the job title, department, start date, contract type, and pay frequency.
Specify Employment Details - 5Set Compensation
Input either the annual gross salary or target net salary; the system can calculate the gross from the net if needed.
Set Compensation - 6Configure Tax Details
Complete the country-specific tax setup and statutory IDs.
Configure Tax Details - 7Add Bank Information
Enter the bank details for salary payments.
Add Bank Information - 8Review and Save
Review all entered information and save the new employee record.
Review and Save