Add a new employee using the Employee Wizard

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

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.

Don't assign a pension scheme if you have the Pensions Module. When you run the Pension Assessment it automatically assigns a pension scheme to eligible jobholders.

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Assign a scheme

If you've checked and are certain you need to assign a scheme, follow the steps below:

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.

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