Evo Navigator is the home screen you see when you log in to Access Evo. Quick Actions are shortcuts on Evo Navigator that each open a short form for a common task, so you don't need to open another part of the system.
You can use the Add New Employee quick action to add a new employee in three short steps: personal details, job information and onboarding tasks. Your organisation's settings control who can use Add New Employee. Human Resources (HR) administrators and managers with the Starter Wizard permission can use it. If you can't find it, contact your HR team.
⚠️ Important: Have the new employee's personal, employment and payroll details ready before you start. You must complete every field marked * before you can move to the next step.
Show Add New Employee on Evo Navigator
Add New Employee doesn't appear on Evo Navigator until you add it. You can add it from Quick Actions Preferences:
Click Quick Actions Preferences in the Quick Actions area of Evo Navigator.
Enter Add New Employee in the Search bar, or select PeopleHR in the product filter.
Select Add New Employee to add it to your Quick Actions.
Add a new employee
You can add a new employee in five steps. Watch the video or follow the steps below:
Click Add New Employee in the Quick Actions area.
Enter the employee's details in the Personal Details step, then click Next.
Enter the employee's details in the Job Information step, then click Next.
Select the onboarding tasks you want to assign, or click Select All.
Click Create Employee.
The progress bar at the top shows which step you're on. Click Back to return to an earlier step. Evo Navigator creates the employee record as soon as you click Create Employee and assigns the tasks you selected.
Personal details
The first step asks for the employee's personal details:
Field | What to add |
First Name * | The employee's legal first name. |
Last Name * | The employee's legal last name. |
Email Address | The employee's work email address. |
Phone Number | The employee's phone number. Select the country code first. |
Title | The employee's title, such as Mr, Mrs or Dr. |
Gender | The employee's gender. |
Date of Birth | The employee's date of birth. |
Address | Optional. The employee's home address, from Address Line 1 to Country. |
Job information
The second step covers employment details, payroll, working hours, holiday and salary. Depending on the employee's country, the employment details ask for their National Insurance (NI) number, Social Security Number (SSN) or Personal Public Service Number (PPN). The payroll details include their payroll identifier (ID). The step has these sections:
Employment field | What to add |
Company | The company the employee joins. |
Location * | The employee's main work location. |
Department * | The department the employee joins. |
Job Title * | The employee's job title. |
Manager | The employee's line manager. |
Start Date * | The employee's first day. This starts as today's date. |
NI Number / SSN / PPN | The employee's NI number, SSN or PPN. |
🤓 Tip: Click Copy existing employee at the top right of the Job Information section to fill the employment fields from another employee's record.
Payroll field | What to add |
Payroll Integration * | Select Include or Exclude to choose whether payroll processes this employee. |
Payroll Company * | The payroll company for this employee. |
Payroll ID | The employee's payroll ID, if they have one. |
Working hours field | What to add |
Work Pattern * | The days and hours the employee works, such as Monday to Friday, 09:00 to 17:30. |
Contracted Hours | The employee's weekly contracted hours. Evo Navigator fills this in from the work pattern. |
Full Time Hours | Your organisation's standard full-time hours each week. |
Holiday field | What to add |
Holiday Year | The holiday year, such as January to December. |
Holiday Measured In | Days or Hours. |
Full time holiday entitlement in days | The yearly holiday a full-time employee receives. |
Holiday Entitlement This Year | The employee's holiday for this year, which Evo Navigator works out. |
Holiday Entitlement Next Year | The employee's holiday for next year, which Evo Navigator works out. |
Salary field | What to add |
Currency | The currency of the employee's salary. |
Salary Amount | The employee's salary. |
Salary Period | How often the salary applies, such as Annual, Monthly or Hourly. |
🤓 Tip: Click Help Me Calculate in the Holiday section to work out the employee's holiday for the rest of the year from their start date and work pattern. The Help Me Calculate button in the Salary section works out the salary amount for the period you select.
Onboarding tasks
The last step lists actions to complete for the new employee, each with a short description. For example:
Task | What it involves |
Induction | Complete required internal training, such as health and safety. |
Internal Update | Tell the relevant departments with an internal announcement. |
Probation | Schedule a probation review meeting. |
Right to Work | Check that the employee's right to work information is correct and valid. |