Adding Team Members

You can add a new employee to Workmax in a few steps. You can also invite them to complete their own details, and optionally send them an offer letter to accept before they start.

To add an employee, follow these steps:

1. Sign in to your "Workmax" account with an admin account.
2. Go to the "People" section.
3. Click on the "New team member" button.
4. Choose "Employee", then click on the "Continue" button. (You can also add a contractor or bulk add employees from here.)
5. Personal details — enter the employee's details:
   • First Name
   • Last Name
   • Email (used to invite them and send payroll updates)
   • Optionally tick "Invite employee to complete their own details" so they can add their address, bank details and emergency contact themselves.
   • Optionally add their contact and legal details (title, initials, phone number, address).
6. Click on the "Save & continue" button.
7. Job & pay — enter how the employee is paid:
   • Amount and Per (Hour, Day or Year)
   • Pay schedule and Start date
   • Optional work setup: job title, department, manager, location and working schedule
   • Advanced payroll details (Payroll ID and HMRC RTI ID are generated automatically unless you are migrating existing payroll)
8. Click on the "Save & continue" button.
9. Add time off policies — if your company uses time off policies, select the ones to apply.
10. Onboarding tasks — if your company uses onboarding, review the tasks to include.
11. Review — check the employee's details, then complete the setup.

Workmax will add the employee to your account. The employee will receive an email inviting them to set up their account, after which they can access Workmax with their permissions. If you have any questions or need help, please contact Workmax Support.