HCM β€” Add an Employee

Create an employee record with the details that drive payroll, leave, and access.

Add the employee

  1. Go to HCM β†’ Employees β†’ Add Employee.
  2. Fill in the essentials: name, work email, job title, start date, and branch (if you run multiple locations).
  3. Add employment details: contract type, salary or hourly rate, and pay frequency.
  4. Add payroll profile fields: tax code / country, pension enrolment (and opt-out where relevant), and student-loan plan.
  5. Save.

Why these fields matter

FieldDrives
Salary / hourly ratePayroll calculation and timesheet-to-pay
Country / tax codeThe correct tax bands and statutory deductions
Pension opt-out / ratePension contributions on each run
BranchMulti-location reporting and scheduling

If this person also needs to log in and use Plenix, link them to a user account so their access role and their HR record stay in sync. Employment details entered here flow through to the linked user.

Where to go next

  • Assign skills & certifications (HCM β†’ Skills)
  • Start an onboarding checklist (HCM β†’ Onboarding)
  • They can now appear in shift scheduling and work-order assignment

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