Steps for adding an employee to Sage People

To add an employee to Sage People:

1. Create a new Team Member.

   Go to Team Members, select New.

2. Create a new Employment Record.

   From Team Member Record, go to Employment Related List, select Employment Record, select Edit.

3. Assign a Job to the Team Member.

   In the Employment Record, select Job Lookup against the Job field.

4. Create Salary and other related records.

   From Employment Record, go to related lists, select New... as required.

5. Create a User Record.

   For a new employee combine this with step 6: go to Team Member record select Change User.

6. Link the Team Member to the User Record.

   For a new employee combine this with step 5: go to Team Member record select Change User.

7. Send a Welcome to Sage People email to the new employee.

   Go to Team Member record, select Reset Password.

8. Train the new employee in using Sage People WX and explain HR processes.

If you have the Single Page New Hire process enabled, you can complete steps 1 to 4 through a single page.