You can add and edit employment and pay details on an individual’s profile so that all key information is stored in one place. This includes their employment type (PAYE, CIS, Contractor), start date, timesheet generation rules, standard working hours, and tax or bank information. Having everything in one place keeps payroll, reporting, and timesheets aligned and accurate.
Editing Employment Details
Go to the Address Book.
Search for and select the individual.
Open their profile.
At the top of the profile, click the Employment icon.
Click the pen icon to edit.
Here you can update:
Employment type (PAYE, CIS, Contractor).
Start date.
Timesheet generation settings.
Standard working hours (e.g., daily or weekly hours).
CIS information, if required.
Press the green tick to save.
Editing PAY Details
On the profile, click the PAY icon.
Using the pen icon - edit or add the following:
Tax details.
National Insurance Number.
Bank details (for payroll payments).
Press the green tick to save.
Use Case
Employment details are sensitive, so only users with the correct permissions (such as Payroll Managers, Admin staff, or Super Users) can add or edit this data.
💡 Tips
Always keep bank and tax information up to date to avoid payroll errors.
Remember this information is highly sensitive — ensure only authorised users can access or edit it.