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Add an employee

This topic shows you how to add an employee's details into Sage 50 Complete Accounting so you are ready to record transactions relating to that employee. It also shows you how to modify or delete employee records in case you ever need to do this.

• Add an employee
• Modifying or deleting employee records

Add an employee

To add an employee's details into Sage 50, ensure you are in the Employees & Payroll Navigation Center. Click the Employees icon and select New Employee from the drop down list provided.

This opens the Maintain Employees & Sales Reps window where you can enter the details of the employee into Sage 50. The following screenshot and reference table show step-by-step instructions on how to enter an employee's details into the Maintain Employees & Sales Reps window in Sage 50. Note that each step is assigned a reference number to help you identify the appropriate field or icon in the screenshot.

The Maintain Employees & Sales Reps window with reference numbers

Step	Sage 50 field or icon	Action
	Employee ID	Enter a short identification code for the employee.
	Name	Type the name of the employee.
	Employee type	Select the appropriate employee type. If you are completing the Sage 50 Practice Set, you are asked to select Employee because the employee records that you are required to set up are for those people who only work as employees.
	General tab	Confirm that the General tab is selected and enter information about that employee into the relevant fields.
	Other tabs	Enter the required information in the other tabs: Additional Info tab - select this tab to enter emergency contact, demographic information and employment details. Pay Info tab - select this tab to specify whether the employee receives salaries or wages, and enter information about their pay rates and frequency of pay. Withholding Info tab - select this tab to record details about amounts to be witheld from the employee's pay. Vacation/Sick Time tab - select this tab to record vacation and sick time policies for the employee. Employee Fields tab - select this tab to view the withholding taxes and deductions set for that employee. Company Fields tab - select this tab to view details of employer payroll taxes and contributions that the business is required to pay for the employee.
	Once you have entered the information in the Maintain Employees & Sales Reps window, remember to review your entries and save the employee record by clicking the Save icon. Alternatively, click on the Save & New icon if you have another employee to set up in Sage 50. OR

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Modifying or deleting employee records

After you have set up the employee records for your business, you may need to alter the information recorded in them. For example, an employee may have moved to live in a different location so you need to change the address of this employee. Or you may find that you need to delete an employee record for some reason. Read on to find out how to modify or delete an employee record.

Modifying employee records

In order to modify the employee record you simply open the Maintain Employees & Sales Reps window for that employee, make the required changes, and click Save. But how do you open the Maintain Employees & Sales Reps window for a particular employee? There are several ways this can be done.

Possibly the quickest way is to find the name of the employee in the Employee list in the Employees & Payroll Navigation Center. Click the Employee ID of the employee to open the Maintain Employees & Sales Reps window for that employee.

Alternatively, you can click the Employees icon and select View and Edit Employees from the drop down list. This will open the Employee List window as shown below. There you can double click the name of the employee to open the Maintain Employees & Sales Reps window for that employee.

Deleting employee records

To delete an employee's record in Sage 50, follow the steps above to open the Maintain Employees & Sales Reps window for that employee. Once open, click the Delete icon. You will be asked 'Are you sure you want to delete this record?' Clicking Yes will delete that employee's record from Sage 50. Note that you are not able to delete an employee's record if any transactions have been applied to that employee. However, if you have transactions recorded for an employee's record that you want to delete, you really should be questioning whether you should be deleting that employee record in the first place!

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