Create new employee

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

You can add users in Yuki and create employees. Employees can be users, but users are of course not always employees. Employees are also (contact) persons. 

An existing user (person) becomes an employee as soon as you select one of the administrations (companies) in the domain on the 'Person' tab in the 'Company' field. In the selection screen, the name of an administration contains an icon of a folder.

ATTENTION!

When importing pay slips from Nmbrs ®, an employee is automatically created (with correct employee number, name, address details and bank account) in the administration when it appears that the employee number does not yet exist in the relevant administration in Yuki.

Example employee contact card

Depending on your role as a user, you will find a number of data related to or linked to the contact (card) on the left of your screen.

For a detailed description of this data, see article Contacts in Yuki: company or (contact) person.

The data on the Employee tab and the HR documents and Absence under Employee data are only visible to a user with a 'Back office' role in the employee's domain and a user with the 'HRM' or 'Management' role.

For several reasons you can create employees in Yuki:

• You can then only make documents visible to employees (these are not visible to users who are not employees)
• Employees are linked to the pay slip
• Absenteeism and vacation of employees are recorded and reported in the Calendar.
• The Current Account Employees can be kept for receipts paid by employees (expense claims).

How do I create an employee?

Go through the steps below to create a new employee in your administration:

• Move your mouse over the HR icon in the navigation bar and then click on Employees. In the now-opened screen, click on the New button
  
  ATTENTION!
  The 'New' button is only available when an administration is selected at the top right of the screen.
  
  
• Enter the employee's name in the now-opened screen.
  
  
  TIP!
  The contact type is a Person and the Employees tab is automatically added.
  
  
• If required, fill in the other fields (also on the Extra tab) and add a photo or business card of the employee.

  For a brief description of the fields see article Create person (contact details).

  
  

  TIP!

  When a department is recorded with the employee, this can be filtered in the Employees overview.
  
  

• Click on the Employee tab to enter specific employee information such as his or her manager, the employee number, the first working day, the end date of the contract and the FTE.
  
  
  The user who is registered as the employee's manager is also the person who must approve the employee's absence registration.
  
  

• Click on the Save button.

The employee is now created in the administration.