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Adding Team Members

To add a team member, follow these steps:

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "People" section.
  3. Click on the "Add a New Team Member" button.
  4. Select "Employee" and click on the "Continue" button.
  5. Enter the team member's details.
    • Title
    • First Name
    • Initials (Optional)
    • Last Name
    • Phone Number
    • Address
    • Email (Email address will be used as the username)
  6. Click on the "Save & Continue" button.
  7. Enter the Job & Pay details.
    • Start Date
    • Job Title
    • Pay Calendar
    • Payroll ID
    • HMRC RTI ID
    • Department (Optional)
    • Manager (Optional)
    • Location (Optional)
    • Employment Status (Full Time/Part Time)
    • Salary (Yearly,Hourly)
    • Bank Holiday Country (England, Scotland, Wales, Northern Ireland)
    • Work Schedule Type (Fixed, Variable)
    • Hours per Week
  8. Click on the "Save & Continue" button.
  9. Add time off policies.
    • Select the time off policies.
  10. Click on the "Save & continue" button.
  11. Review the team member's details and click on the "Save" button.

Workmax will now add the team member to your account. The team member will receive an email with a link to set up their account. Once they have set up their account, they will be able to access the Workmax platform with their permissions. If you have any questions or need help, please contact Workmax Support.