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Add Employees to the System

Employees screen and information, support files and exporting details to Excel

Matthew Calleja avatar
Written by Matthew Calleja
Updated over a week ago


In order to be able to process pay for a given employee, they must first be registered in Indigo Payroll.

To be able to set up an employee, all relevant support files need to be configured and the employee's personal information must be entered as outlined below.

There are two prerequisites when adding an employee to Indigo:

  1. All relevant support files are configured.

The majority of this process will take place in the Employees screen. If you are unfamiliar with the Indigo HR screen layout, visit the Screen Layout Article.

It is also possible to quickly set up an employee without entering most information via the Employee Onboarding process.

This can be a useful tool should you need to register an employee starting at a later date or if implementing a 2-part registration process.

The Employees screen

You can view, edit, create and delete employees from the Employees screen, accessed by going to HR > Main > Employees.

Adding Employees

To start adding a new employee, click on the Insert (+ icon) button in the toolbar. On the screen, will notice several textboxes (categorised under several tabs) in which you will need to input your new employee's information, detailed in the checklist below.

The New Employee screen's tabs are described in detail in several other articles within our Setting Up Employees collection.

Once you have inputted all of the data, click Save ( icon).

You can further organise and manage employees by using Tags.

Employee Information Checklist

The employee’s personal information such as name, surname, and address makes up the rest of the employee file and allows an employee to be individually recognizable as well as ensure Indigo Payroll has the required information to submit payroll-related forms, such as FS5.

  • Code

  • Surname

  • Name

  • Sex

  • Date of birth

  • Civil status

Support File Checklist

Support Files are configuration files that hold the different settings common to any number of employees. Support Files should be configured in advance of registering new employees to ensure a smooth of a process as possible.

Please find below a checklist of mandatory support files used during the registration of an employee.

Exporting employee details to Excel

You can export employees' details to an Excel spreadsheet.

  1. Open the employee whose details you want to export.

  2. Click the Export File button in the toolbar.

  3. Choose the details you want to include in the file, and then click Export.

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