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The Employee list tab is where you do everything to do with your staff. It opens on the directory: the list of everyone registered under your organisation.
Where: Employer › Employee list. Before you start: your account must be Active to add employees.
The tab has five sub-tabs along the top. The pages that follow take them in order:

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Before you have employees

Employee directory with the message No employees registered yet

An empty directory

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Find an employee

Employee directory with the search box, status filter and a View button marked 1 to 3

The employee directory

  1. Search by name, employee ID, national ID or phone number.
  2. Status filters the list, for example to show only Registered or Terminated employees.
  3. View opens the employee record.
Each row shows the employee’s name and employee ID, national ID, phone, opening balance and status. Select a column heading to sort by it.

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Generate opening balances for several employees

The platform calculates an employee’s opening balance automatically when you register them. If an employee shows Not generated in the Opening balance column, you can generate it here for several employees at once.
Two employees ticked and the Generate opening balances (2) button marked 1

Two employees selected

1

Tick the employees

Tick the box at the start of each row, or the box in the heading row to select everyone.
2

Select Generate opening balances (1)

The button shows how many employees are selected.
A message tells you how many balances were generated. Employees who already had a balance are skipped and counted separately.
Message: Opening balances generated for 0 employees. 2 already had one.

Employees who already had a balance are skipped

Next: register your first employee.