Use the Employee Wizard to create records for your employees. Enter their personal details, tax code, national insurance (NI) number and year to date information, all in one place.

The Employee Wizard

1. Go to Employee, then select Employee Wizard.
2. Select Next and enter the employee's name and address.
3. Select Next and enter the employee's personal details.
4. Select Next and enter the employee's employment details.
   • HMRC matches these to their records when you submit the full payment submission (FPS)
5. Select the relevant option on the right to work checks section.
6. If you've switched from other payroll software, you need to check the RTI Payroll ID is correct. 
   
   NOTE:

   For help with doing this, follow the handling RTI IDs when changing software providers article.

7. Click None, existing employee.
8. If relevant, select the Is your employee in the Government's Welfare To Work programme checkbox.
9. Ensure the employee's tax code is correct.
   • Go to gov.uk if you need help with checking which tax code you need to enter
10. Enter the employee's NI number and category, then click Next.
11. Continue through the rest of the wizard, completing the relevant information.
12. Select Finish.

You've added your new employee's record. Repeat the above steps for any other new employees you need to add.