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Add a new employee using the Employee Wizard

Created on  | Last modified on 

Summary

How to use the Employee Wizard to create new employee records in Sage 50 Payroll.

Description

When you take on a new employee, you need to create an employee record for them in your software.

 Before you do this, follow the prepare to add a new employee article.

 TIP: Need to increase your employee licence in your software? Leave your details and we'll be in touch.

Resolution

 NOTE: If you have the Pensions Module, you mustn't assign a pension scheme. The Pensions Assessment automatically assigns a pension scheme if the employee is eligible.

  1. Go to Employee, then select Employee Wizard.
  2. Select Record the details of a new starter using their starter form, then Next.
  3. Enter the employee's title, name and address details.
     NOTE: Before you send the first FPS for the new employee, enter the correct address and postcode.
  4. Select Next, enter the compulsory fields marked with an asterisk and optional details as you require.
  5. As you complete each screen, select Next.
  6. Once you enter all your new employee's details, click Finish.