Employees
Add, import and maintain the employee information required for accurate payroll.
15 guides
Add an employee Create and validate one employee record from the Employees screen. Import employees Validate a Paydae template or smart-mapped CSV/XLSX before committing employee rows. Employee profile fields Understand the employee form sections, required fields, and conditional payroll data. Add or update employee payment details Set up Bank Transfer, Cash, or Mobile Money routes and check their allocations. Employee status and termination Change employee lifecycle status carefully and preserve the record history. Missing employee statutory data Resolve employee statutory readiness blockers without inventing registration or tax values. Preview monthly net earnings Understand an employee's full-month gross-to-net payroll estimate from saved employee-master data. Choose an employee PAYE calculation method Review the employee facts and select an available Non-FDS, FDS averaging, or FDS forecasting method. Review and confirm an annual PAYE decision Record tax-year eligibility facts, save the intended method, and confirm it for payroll finalisation. Add a grade Create an organisation grade with a code, name, and initial currency pay band. Manage grades and pay bands Edit grade identity, add currencies, schedule minimums, and review or retire grades. Manage an employee's medical aid contribution policy Record society, cover, contributions, frequency, and effective dates on the employee profile. Record employee-paid medical expenses Capture medical expense evidence used to determine an employee's statutory medical credit. Understand recurring payroll inputs Learn which employee pay items can recur and how assignments affect payroll preparation. Allocate and review employee benefits Find the correct employee benefit evidence record and review its payroll treatment.