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Add an employee

Add an employee with their pay, bank and EPF/SOCSO details, and optionally invite them to log in.

3 min read


What you'll learn
  • What payroll needs from each employee
  • How to give someone their own login

Step by step

  1. People in the sidebar (1), then Employees (2), circled
    1
    Open People in the sidebar, then Employees.
  2. The + New Employee button, circled
    2
    Press + New Employee.
  3. The name section of the New Employee form, circled
    3
    Fill in their name. The staff ID is optional.
  4. The join date and basic salary boxes, circled
    4
    Then their join date and basic salary.
  5. The bank (1) and EPF/SOCSO (2) sections of the New Employee form, circled
    5
    Add their bank account and their EPF and SOCSO numbers. Payroll needs these.
  6. The Role box in the New Employee form, circled
    6
    Want them to log in? Pick a Role and Fortura emails them an invite to set their own password. Leave it on No login for a payroll-only record.
  7. The Create Employee button, circled
    7
    Press Create Employee.

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