Recording employee analysis details

Before performing this task, items such as cost centres and departments that can be used to analyse your employee records must be set up at company level. Find out more.

How do I do this?

Tip: If you're working with lots of employee records, why not use the Global changes option; it could save you some time.

1. From the employee list, select the relevant employees > Employee > Employee Record.

2. Click the Analysis tab > record the analysis details for the selected employees.

3. Electronic Documents section > in the Payslip Comment box, enter any text that you want to appear on their payslip.

Feature availability Emailing electronic documents (PDFs)

If an employee has agreed to have their P60 and payslip emailed to them, select the Send via email check box and enter the date it was agreed. Working with lots of employee records? You can do this quickly using the Global changes option.

Enter the employee's email address as well as a password to protect the electronic document (PDF) in the email. The employee must enter the password before they can open the document.

To save time, you can set up a structure that creates the email address and password for you. The structure can be applied to more than one employee at the same time. Find out more.

Note: If the employee has an email address entered in the Personal tab, the address appears in the Send to box. You can change it if required.

5. Access Level > set the access rights to this employee record. This must be from 0 to 9, where 9 is the most secure. Only those with access to this level and above will be able to see this employee record. Find out more about security.