Add an employee

Before you report the employee as employed, first add this person to Profit. You need to record the personal details and the name and address data of the employee. If you add a new employee, you also automatically add the employee as a person in Profit CRM.

When you report the employee's start of employment, Profit CRM creates a link between the person (employee) and the employer (organisation). By reporting the employee's start of employment, the first employment is created.

Your licence determines the maximum number of employees that you can record in Profit. Profit compares the maximum number of employees based on the licence with the number of employees in all environments.

Only employees with a current contract count towards the licence. In addition, there are some extra conditions. See the explanation of Licence and count of licence numbers.

To add an employee:

  1. Go to: HR / Employee / Employee.
  2. Click on: New.
  3. Decide whether you want to add a new employee, or whether you want to employ an applicant. If you want to employ an applicant, select the applicant.
  4. Select the Report employee's start of employment check box if you want to report the employee's start of employment immediately. You also have the option of reporting the start of employment for an employee with a date in the future.
  5. Select the employer if you are using the employer ID as a prefix for the employee ID.
  6. Click on: Next.
  7. In the subsequent screens you can record the employee's personal details. This is largely the same as when adding a person in Profit CRM.

    Note:

    Depending on the activation of a country functionality in Profit, you can record an identification number for the activated country. For example, you can record a Dutch or Belgian social security number for an employee ('BSN' and 'Rijksregisternummer', respectively).

    When more country functionalities have been activated, you can record an identification number by nationality. You enter the identification number and select the country.

    Profit displays the generated code to be used in Profit CRM. If required, you can record a deviating code for use in Profit HR.

See also

Directly to

  1. New employee
  2. Auto numbering
  3. Employer code as a prefix for the employee code
  4. Position management
  5. Add a new employee
  6. Report an employee's start of employment in InSite
  7. Report the employment of an employee
  8. Report an employee's start of employment (Belgium)
  9. Print the 'Loonheffing' statement
  10. Print an employee's contract
  11. Report an employee's re-employment in InSite
  12. Re-employ an employee
  13. New employees report
  14. Anonymous employee
  15. Import employees