Set Up Employee Records

The Employee Inquiry function within SapphireOne Payroll/HR is the Master File repository for all employee related data. The data entry screen allows the user to set up individual files for each employee to store all personnel and human resources data. the basics of seting up a new emplyee are as follows:

  1. Navigate to Employee Section:Go to Payroll/HR > Administration > Employee.
  2. Create a New Employee Record:Click on the “New” button to initiate a new employee record.
  3. Enter Personal and Contact Information:
    • Fill in the employee’s personal details, including name, date of birth, and address.
    • Provide contact information such as phone number and email address.
  4. Input Employment Details:
    • Enter employment-specific information, including job title, start date, and employment type (e.g., full-time, part-time).
  5. Assign Department and Class:
    • Allocate the employee to the appropriate department and class within your organisation.
  6. Configure Pay Details:
    • Set up the employee’s salary, including base pay, allowances, and any applicable deductions.
    • Ensure all pay details are accurate and comply with organisational policies.
  7. Save the Employee Record:
    • Review all entered information for accuracy.
    • Click “Save” to finalise and store the employee record in SapphireOne.

By following these steps, you can efficiently set up and manage employee records within SapphireOne, ensuring all necessary details are accurately captured and maintained.

For more detailed instructions, please refer to the Payroll/HR > Administration > Employee article.

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