This screen is used to add and maintain details relating to office holders and employees.
See ' Setting up Officers and Employees' process for more information.

Enter name of employee or officer as you want it to be displayed in drop-down lists. The default is to start with the family name so that the lists can be sorted. This is required.

Enter home address of the employee.

Check this box if this employee/officer has been appointed as a director.

Enter the date the employee/officer has been appointed a director of the business. This can be done manually (e.g 19/12/2002) or click on calendar icon to select date from the calendar.

Enter the date the employee/officer resigned from office as a director of the business. This can be done manually (e.g 19/12/2002) or click on calendar icon to select date from the calendar.

Check this box if the employee/officer is the company secretary.

Enter the date the employee/officer has been appointed as company secretary. This can be done manually (e.g 19/12/2002) or click on calendar icon to select date from the calendar.

Enter the date the employee/officer has resigned the post of company secretary. This can be done manually (e.g 19/12/2002) or click on calendar icon to select date from the calendar.

Check this box if this officer/employee's signature is required in the year-end financial accounts.

Enter the date manually (e.g 19/12/2002) or click on calendar icon to select date from the calendar. This is required.

Enter the date manually (e.g 19/12/2002) or click on calendar icon to select date from the calendar.

Enter the National Insurance number of the employee or officer. This is required.

Bank details may be stored for customers, suppliers and employees to facilitiate generation of electronic payment files for submission via BACS or online banking services.

If provided the bank sort code should consist of exactly 6 numeric characters. Spaces or other separators are not permitted as they are not valid in BACS submissions.

If provided the bank account number should consist of exactly 8 numeric characters. For accounts with less than 8 characters the number should be left padded with zeros. For accounts with more than 8 characters the number should be left trimmed.

Bank details may be stored for customers, suppliers and employees to facilitiate generation of electronic payment files for submission via BACS or online banking services.

If provided the bank account name may not be more than 18 characters to conform to the requirements for BACS submissions.