Employee Setup

There are a number of ways to add new workers to Nxsys. First we’ll look at adding a worker via the dashboard.

Navigate to employees from on the left hand menu. You’ll nee see a list of all workers on the system and also the most relevant fields at glance I.e. Name, DOB, NI Number etc. To add a new worker, click Add New in the top right corner which should present you with the window below.

Now you can fill in the workers details, noting the mandatory fields highlighted in red. Once you have populated the fields, then click Save. 

Please note, if you have connected an automated pension link, then an eligible worker will be synced with your pension provider as soon as you save their profile for the first time. The membership start date of their pension scheme, will be the start date of their assignment with you.

If you wish to allow the worker to access their own worker portal and app, please enter their details in the section below and set Allow Portal Access to Yes.

You may also add workers in bulk by using the Bulk Import feature. The Import templates can be used to Import Workers, Timesheets, Agencies & Prospects. Please navigate to the Import tab from the Menu on the left hand side and select Employees. Download the Master Template .CSV and populate this with your worker details. The process is also used for Importing Multiple Timesheets.

The third way in which to add new workers is through the automated onboarding process which is detailed in the Onboarding section.

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