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How to add employees to the Workpay system

A step-by-step on the how to add employees to the Workpay system, using either the bulk upload option, sending onboarding link option, or adding an employee one by one.

Updated over 2 months ago

This menu item enables you to create a new employee record to the list of employees. It can be accessed by following the steps below.

  • Click on Employees on the Main Menu, an expanded option will be displayed.

  • Click on employees from the list of options displayed.

  • Click on Add Employee

How to add A single Employee

  1. Personal Profile

These are information that pertains to employee bio-data information

2. Employment Profile

These details pertains to the official information of an employee. It includes but is not limited to department, designation, and branch in which the employee is based (Head office if no branch), employment date, off days, and salary details, and contract details

In the Employment Profile, there are the following information.

  • Employment Type: This is either permanent, internship, casual or commission.

  • Employment Start: The exact date that an employee joined the company.

  • Basic salary: What an employee is being paid as per the frequency of his/her payment.

  • Off Days: Days of the week in which an employee is not supposed to report to work. It can take zero or more than one value.

  • Daily hours: These are the number of hours that make up an employee's normal day.

  • Salary Currency-Here, you are able to select which currency will be used to pay the employee.

3. Payment Details

This is a tab where employee payment and statutory information are set. In essence, salary information, statutory contribution(NHIF, NSSF, PAYE), Tax exemption, and Salary Processing(Payment) Options, which are either Cash, Bank Transfer, Mobile, or Cheque.

4. Contact Details

This is a declaration of physical address, social media links, and next of kin and Referees.

How to Add Employees in Bulk

This menu item is used for importing bulk employees from an Excel file template provided for you on a link on that page. The template has fields that are deemed mandatory for the system to run seamlessly, as shown below.

Select Bulk Import, select the country to include in the template, and download the data template

The instructions are on the template. Ensure to remove the notes before uploading. Those are the only fields you would require to onboard employees to the system

How to Add an Employee using the Onboarding Link

  • Click on the Add Employee button.

  • Click on the send invite link option.

  • Pick the Employment Type, then type the first and Last Name and add the email that the link will be send.

  • Click on Send invite link.

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