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Adding a contact as an employee

How to add an existing contact as an employee.

NOTES:

  • Only employers can add contacts as employees. You may be an employer if you have a Client admin, Provider or Owner admin user account.
  • If you cannot access the Employees tab on your Client/Owner/Provider Home page, please contact Flow360 admin for assistance - your current licence may not allow you to add employees.

Go to Client Home

For this example we are logged in as a Client admin user. Owner admin and Provider users can also add employees.

Start by clicking the Home button on the Start screen

Confirm choice

Confirm that you want to go to the Client (or Owner / Provider) home by clicking the Client button

The client home page

On the client home page click the Employees tab

Note: If you cannot see an Employees tab on your home page, please contact Flow360 Support for advice.

The Employees tab list

The employees tab list shows a list of all your employees along with their current employee contract details. To start the process of adding a new employee, click the Add button.

Confirm choice

Click the Yes button to continue. You will be taken to the Contacts list to select the contact to add as a new employee.

Select the contact to add

On the Contacts list, click the target button to the left of the contact that you wish to add as an employee. The selected contact will be added to the Current selection list at the bottom. Click the Confirm button to confirm your choice.

At this point the selected contact will be added as an employee and you will be taken to the Employee contract screen.

The Employee Contract screen

This screen defines the current contract for the new employee. You can enter the following details:

  1. Contract type (full or part-time, permanent or temporary or hourly work for casual labour)
  2. Contract start date
  3. Contract end date (leave empty if the contract is open ended)
  4. Annual salary
  5. Employee on-costs per year
  6. Either enter here standard hours per day plus standard days per week worked
  7. Or enter here number of hours worked on each day of the week
  8. Number of holiday days per year
  9. Number of working days per year
  10. Employee mileage rates payable for expenses
  11. Employee charge out rate (this is used to calculate costs to the external client for any work undertaken for other clients)
  12. Standard working day hours (start and end time)

Review of employee list

Having completed all the relevant employee contract details, a return to the Employee list from the Client home will reveal the selected contact added as an employee.