How to add a new employee?

To create a new employee card, click the green button „“.

Fill in the "General information" table about the employee, fields marked with an asterisk are mandatory:

• First name — enter the employee’s first name;
• Last name — enter the employee’s last name;
• Gender — specify the employee’s gender;
• Personal code — enter the employee’s personal identification number;
• Date of birth — enter the employee’s date of birth;
  
• Foreigner code (ILTU) — code for a foreigner with interests in Lithuania. Used in the Sodra 1—SD form.
• A1 certificate — if checked, Sodra contributions will not be calculated (neither employee nor employer), and it will not be included in Sodra declarations;
• Work group — assign a work group:
  1. If the employee works under an employment contract: Personnel → Employees → “Name Surname” must have a Work group assigned with the attribute “Employment contracts” and an employment contract must be created.
  2. If the employee does not work under an employment contract:
     • Personnel → Reference book → Employee groups → Create new employee group, where there is no attribute “Employment contracts”.
     • Personnel → Employees → “Name Surname” must be assigned to the newly created Work group without the “Employment contracts” attribute, then this employee will be visible as working.

• Nationality — enter the employee’s nationality.
• Job position — select or create the employee’s position. If you create a new position, it must be declined grammatically. If not, the system will generate documents incorrectly.
• Department — assign a department to the employee.
• Account client — by clicking the yellow button “Create client”, an accounting client will be created for the employee. This client will appear in the Custummers → Custummers module. If such an employee already exists, select it from the list by clicking „“.
• Address — enter the employee’s address.
• City — enter the employee’s city.
• Bank account — enter the employee’s bank account.
• Phone — enter the employee’s phone number.
• Email — enter the employee’s email.
• Car — assign a car to the employee.
• Fuel card — assign a fuel card to the employee.
  
• Family information — we recommend entering children’s names if you plan to generate an order for “Parental leave”.
• Education — fill in information about the employee’s education.
• Document data — fill in passport, social insurance and medical book numbers. You can also attach a passport copy.
• Social Insurance percentage — if the employee participates in additional pension accumulation, enter the total percentage here: pension accumulation percentage plus employee Sodra, i.e. 22.50 (3+19.5=22.50). If not, this field can be left empty.
• Responsible people — specify responsible persons who approve employee requests submitted via the “Employee cabinet”; the responsible person receives notifications.
• +Additional information — fill in any additional information you need. To add fields, go to Settings → Settings → Additional employee attributes and define required fields, e.g. access card/token number, whether the employee has an office key, etc.
• Issued inventory — ability to view or assign low-value assets issued to the employee.
  

After filling in general information, you can complete the “Contracts” section. Click on the “Contracts” tab and press the „“ button. Register employer contractual obligations and employment contract information.

In the opened “Main data” window, fill in the required fields related to employment relationships:

• Number — employment contract number;
• Timesheet No. — timesheet number;
• Agreement date — employment contract date;
• Working from — start date of employment;
• Working until — end date of employment;
• Job position — select position;
• Branch — select department;
• Individual income tax percent — enter individual personal income tax percentage. Important: here you can assign a custom PIT rate different from the one specified in salary parameters;
• Work agreement type date — start date of the contract type;
• Work agreement type name — type of employment contract. This will be transferred to the 1-SD form;
• NPD — you can assign "NPD" here. If not specified, it will not be applied;
• Salary accrual account — salary accrual account;
• PIT accrual account — PIT accrual account;
• VSD accrual account — VSD accrual account;
• Salary expense account — salary expense account;
• Sodra expense account — employer Sodra expense account;
• GF expense account — employer Sodra expense account;
• Company bank account — company bank account;
• Company cash account — company cash account;
• Monthly salary — employee monthly salary;
• Hourly rate — hourly rate;
• Summarized working time — check if summarized working time accounting is applied;
• Shorten before holidays — check if working time is shortened before holidays;
• Working hours per day — number of working hours per day;
• Working hours on Saturdays — working hours on Saturdays;
• Working hours on Sundays — working hours on Sundays;
• Hours per week — total hours per week;
• Salary code — salary accrual code, recommended to use only codes 101, 1101 and 102.
  

“Clause editing” — used to modify clauses in the employment contract template; entered information will appear in the printed contract. Do not forget to fill in the “Place of work performance” field. Specify the workplace address; if the employee travels to clients, indicate the headquarters address.

“Vacations” — you can set the number of annual leave days the employee is entitled to per year.

“Work schedules” — used when the employee works according to a schedule.

After filling in the data, you can print the employment contract, request for salary payment to account, job application, and employee card (which shows vacation periods). These documents can be printed in PDF, DOC, XLS formats.

Select a document template and click “Generate”.