✓Fill in the details below, set their system role and tick send invite — everything is created in one step. They'll receive an email to set their own password.
Employment Details
Portal Access
Create User Account
Request Holiday
🎂 A gifted day that doesn't come off your allowance. Bookable within two weeks either side of your birthday, once a year.
Edit my details
🚨 Emergency contact
Your name, email, date of birth and employment details are held by HR — please contact them if any of those need changing.
Add medical record
Edit Employee
Name
Contact
Address
Personal Details
Emergency Contact
Right to Work
⚠ You are legally required to check and retain a copy of each employee's right to work documents before employment begins. Failure to do so may result in a civil penalty of up to £60,000 per worker.
Leave blank for List A / permanent documents
📎 Click to upload or drag and drop PDF, JPG, PNG up to 10MB
DBS Check
Qualifications
Notes
Role
Contract
Status
Pay
Hours & Holiday
Management Roles
Safety & Site Roles
System Access
Use the button below to send the employee a password reset email so they can set their own password and access the system.
The employee will receive an email with a link to set their password. The link expires after 24 hours.
⚠ This information is sensitive and collected for monitoring purposes only. It is not used in any employment decisions. Access is restricted to HR Admin and System Admin roles.
Working Pattern
DayStartFinishBreak (min)Hours
Monday
—
Tuesday
—
Wednesday
—
Thursday
—
Friday
—
Saturday
—
Sunday
—
Total
0h
Set the cycle length and each week's hours — for example a 4-week cycle, or alternate Saturdays. The rota drives the calendars and holiday counting automatically.
⚠ Bank details are stored securely and are only visible to HR Admin and System Admin roles.
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
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
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.
Schedule Performance Review
Performance Review
Add Objective
Objective
Upload Company Document
Bulk upload PDFs
Select multiple PDF files at once. Each file's title and a short description are filled in automatically — edit any of them before uploading. The settings below apply to every document.