How to manage employees

Employee records store the identity, tax, and payment details your organization needs before running payroll. See how to onboard a new employee and how to complete an employee profile.

Open employees

1. Expand Management in the left navigation.
2. Select Employees.
3. Search by legal name or tax ID when the list grows.

Add an employee

1. Select New employee for a quick record, or use Onboarding for the guided wizard.
2. Enter legal name, tax ID (NIF/NIE), postal code, and IBAN.
3. Save the record so the employee appears in payroll runs.

Bulk import

1. Use the CSV import panel when you need to load several employees at once.
2. Prepare a file with headers such as legalName, taxId, and postalCode.
3. Run Preview first, then import when the summary looks correct.