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 a valid email address associated with this employee.

This address will be used if it is choosen to send payslips or P60 End of Year Certificates by email from within the system.

Enter home address of the employee.

Check this box if this employee/officer has been designated as a member of the business.

Enter the date the employee/officer has been designated as a member 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 ceased to be a designated member 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.