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Employee File
This section covers topics such as employee assigned reviews and assets, leave and pay details, and issuing documentation.
- Add and delete bank account details
- Admin checklist for changing an employee's employment type
- Assign employee benefits to an employee
- Disclose a medical condition
- Edit and update employee job titles and positions
- Guidelines for using different employee file email types
- How do I initiate disciplinary action?
- How to add emergency contacts and additional information
- How to edit employee employment details
- How to edit salary history, work hours and pay run details
- How to see an employee's review and management notes
- Manage an employee's tax and national insurance (NI)
- Manage assigned certifications
- Manage position details on the Employee File
- Manage work eligibility
- Set a user as an admin and turn on/off privacy mode
- Understand employee performance with the employee scorecard feature
- Update employee pension details
- Update employee personal details and change account email
- Update your profile and personal information
- Upload documents to an employee's file