Adding A Colleague

Welcome to our tutorial on how to add a colleague to your team! Adding a new team member can be an exciting but daunting task, especially when it comes to calculating their costs and ensuring all their information is correctly recorded. In this tutorial, we will guide you through the steps to add a new team member to your business. To get here,from the left panel, click colleagues, list, and then add colleague.

Step 1: Add the role of the staff member.
The first step is to determine the role of the new team member.

Step 2: Determine the hourly or daily rate of pay.
In the UK, the cost of a staff member usually includes the amount you pay them plus approximately 30%, which allows for lost time, sitting down, and sick days. Therefore, it is important to calculate the correct rate of pay for your new colleague to ensure you are not underpaying or overpaying them.And not only this, it ensures you are not running at a loss from time that you havent calculated for.

Step 3: Add the overnight cost.
If your new colleague is required to stay away from home, you will need to add the overnight cost to their pay. This is usually the amount you pay your colleagues for staying away from home.

Step 4: Determine the overtime rate.
If your new colleague will be working overtime, it is important to determine their overtime rate. This can be calculated by multiplying their wage by an overtime percentage, plus 30%. This again allows for lost time, sitting down, and sick days.

Step 5: Add your colleague's email address and username.

Step 6: Fill in your colleague's address information.
Make sure to add your colleague's address information and an emergency contact number in case of any unforeseen circumstances.

Step 7: Add your colleague's PAYE number.
If you have your colleague's PAYE number, add it now. If not, you can add it later.

Step 8: Add your colleague's driving license number.
It is important to periodically check your staff members' driving licenses to ensure they are valid and up-to-date. We recommend following these best practices:

0 to 3 points: check bi-annually (normal risk)
4 to 7 points: check quarterly (medium risk)
8+ points: check monthly (maximum risk)

Step 9: Keep track of your colleague's CPC card and endorsements.
As a responsible business owner, it is important to keep track of your colleague's CPC (Certificate of Professional Competence) card and any endorsements they may have. These documents should be kept on file to ensure compliance with regulations. You can create an event in your calendar to remind you of their expiration dates.

Step 10: Understand any medical notes.
Lastly, it is important to understand any medical notes that may be relevant to your new team member. In case of any unforeseen circumstances, this information will help ensure their safety while at work. Make sure to keep this information on file and update it as needed.

Congratulations! You have successfully added a new team member to your business. Remember to keep their information up-to-date and follow best practices to ensure the safety and success of your team.