Help HomeEmployee Records FAQs > Adding New Employees > Personal Tab

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The Personal Tab

The Personal tab holds basic employment details, and can include a link to a photograph.


There are a number of mandatory fields on this screen, which are marked with an asterisk.


Adding New Employees

  1. Select the Personal tab.

  2. Click New.

  3. Fill in the Employee No. field with the appropriate number. You can use the  button on the left hand panel of the screen to find the highest used employee number.

Note: If you enter an employee number that has already been used, you will receive an error message, and the record will not be saved.

  1. Tick the Active box to indicate the employee is a current user.

  2. Complete the Surname and Forename fields. You are not able to save the record until you have completed these fields.

  3. Complete the rest of the fields with as much information as you have. You can return to this screen to add in further information when it is available.

Note: The employee’s age will be automatically calculated from their date of birth. You do not need to fill this in.

  1. Click Save. If the record is saved successfully, you will receive an information message in confirmation. The employee’s name and number will appear in the list on the left hand side of the screen.

You can now complete the Contact tab for the new employee.

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