Adding new employees

You can add a new employee to the table listing employees in a department using the Add New Employee dialog.

To add a new employee:

  1. From the FI Home page, click Payroll Planning.

    Click to enlarge image

  2. On the Payroll Planning home page, click the notepad icon in the Plan Code column for the department to which to add the employee.

    Click to enlarge image

  3. On the Planning tab of the page for the department plan file, click Add New Employee.

    Click to enlarge image

    NOTE: The Add New Employee button is available from any of the sub-tabs of the Planning tab.

  4. In the Add New Employee dialog, enter or select the information in the fields provided, as indicated in the following table, then click Apply.

    Click to enlarge image

    NOTE: All fields are required except First Name and Last Name.

    Field Action
    First Name Type the first name of the new employee.
    Last Name Type the last name of the new employee.
    Hire Date

    Select the month and year in which the new employee is hired. The new employee expense is calculated for the full hire month.

    TIP: New employees are entitled to merit increases on the anniversary of the hire date or in a month designated by the administrator.
    State Select the state in which the employee resides. This is required to calculate payroll taxes on the employee.
    DEPT

    Select the department into which the new employee will be hired.

    NOTE: For users other than the administrator, the list is limited to the departments mapped to the current plan file. The DEPT table in the Axiom Excel client is automatically populated based on departments mapped to it.
    Job Code Select a job code to determine the benefits for the employee.
    Pay Type Select Salary or Hourly Rate. By default, the pay type is Salary.
    Pay Grade Select the pay grade from the list.
    Pay

    Depending on the Pay Type selected, the header for this input may say Salary or Hourly Rate.

    • If salary, enter the annual equivalent salary in whole numbers.
    • If hourly, enter the hourly rate in decimal form.

    FTE

    		Type 1.00 for a full-time employee or the applicable decimal value less than 1.00 for a part-time employee (for example, 0.5 for a half-time employee).
    Headcount Type 1.00 except for multiple part-time employees being added at the same time at the same pay grade (for example, 1.5 for three half-time positions being added at the same time).
    Benefits

    Select Yes or No.

    NOTE: If enabled by the administrator for the file group, this option allows you to enable the calculation of benefits for a new employee by selecting Yes or to disable calculation by selecting No.

    • This selection is available only if benefits are being budgeted at the employee level.
    • The administrator can put a limit on benefit eligibility based on FTE. For example, if only full-time employees are eligible, the limit would be 1, independent of the job code and across the board.

    If this option is disabled, this field is dimmed.
    Company Paid Benefits

    1. Click the arrow to the right of the field.

    2. Optional: In the Type to search dialog, type in the Type here to search field to search for types of benefits to calculate for the new employee.

      Click to enlarge image

    3. Select from the search results by adding or removing check marks in the boxes.

    4. Click OK.

    Comments Use the comment box to explain the employee hire.
  5. When you are done entering information for the new employee, click Close.
See also