ℹWhen you save this record, a portal account will be created automatically and a welcome email sent to the employee with a link to set their password — as long as an email address is provided.
Employment Details
Create User Account
Request Holiday
Edit Employee
Personal Details
Emergency Contact
Bank Details
Notes
Right to Work
Leave blank if permanent / no expiry
📋
Role & Contract
Pay & Hours
Enter start and end times for each working day. Leave both fields blank for days off.
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Linked Customers
An employee can be linked to more than one customer. All changes are recorded with a full history.
Loading customer links...
Link History
All link and unlink changes are recorded here.
Add New Customer
Address
Contact Details
Edit Customer
Address
Contact Details
Upload Document
Change User Role
User
⚠Changing a user's role takes effect immediately. Make sure this is the correct role before saving.
Add Role
Role & Contract
Pay & Hours
Role Working Pattern
This becomes the default pattern for employees assigned to this role
Start
Finish
Monday
🔔 Checks
Tuesday
🔔 Checks
Wednesday
🔔 Checks
Thursday
🔔 Checks
Friday
🔔 Checks
Saturday
🔔 Checks
Sunday
🔔 Checks
Welfare Checks
Check times are configured per day in the Working Pattern section above. Set the delivery method and escalation here.
Select a Role
has defined roles for this position.
Select one to pre-populate the employee's Employment tab — you can edit any field afterwards.