People

📄️ Adding Team Members

To add a team member, follow these steps:

📄️ Updating Team Personal Details

📄️ Rehire a Previously Terminated Employee

To rehire a previously terminated employee, follow these steps:

📄️ Terminating Team Members

When a team member leaves the company, you need to terminate their employment in the system. This process ensures that the team member no longer has access to the company's data and that their payroll is processed correctly.

📄️ Remove a Team Member

Sometimes, employers will have new joiners who cannot start due to foreseeable events. Workmax allows you to remove these employees from the system.

📄️ Resend Welcome Email

You can resend the welcome email to employees who have not received it or need to set up their account again. Follow these steps to resend the welcome email:

📄️ Change Employee Compensation and Working Schedule

You can change the compensation and working schedule details of an employee in Workmax. Follow these steps to change the compensation and working schedule details of an employee:

📄️ Change Employee Job Details

You can change the job details of an employee in Workmax. Follow these steps to change the job details of an employee:

📄️ Change Employee Partner Details

You can change the partner details of an employee in Workmax. Follow these steps to change the partner details of an employee:

📄️ Change Employee Personal Details

You can change the details of an employee in Workmax. Follow these steps to change the details of an employee:

📄️ Change Employee Starter Details

You can change the starter details of an employee in Workmax. Follow these steps to change the starter details of an employee:

📄️ Change Employee Tax Details

You can change the tax details of an employee in Workmax. Follow these steps to change the tax details of an employee:

📄️ Change Employee Emergency Contact Details

You can change the emergency contact details of an employee in Workmax. Follow these steps to change the emergency contact details of an employee:

📄️ Change Employee Payment Details

You can change the payment details of an employee in Workmax. Follow these steps to change the payment details of an employee:

📄️ Assess Employee Eligibility for Auto-Enrollment

To assess an employee's eligibility for auto-enrollment, follow these steps:

📄️ Change Employee Login Email Address

You can change the login email address of an employee in Workmax. Follow these steps to change the login email address of an employee:

📄️ Postpone Employee from Auto-Enrollment

To assess an employee's eligibility for auto-enrollment, follow these steps:

📄️ Enroll Employee to a Pension Scheme

To assess an employee's eligibility for auto-enrollment, follow these steps:

📄️ Exclude Employee from Auto-Enrollment

To exclude an employee from auto-enrollment, follow these steps:

📄️ Opt Out Employee from a Pension Scheme

Employees can opt out of a pension scheme if they don't want to contribute to it. To opt out an employee from a pension scheme, follow these steps: