To add an individual in the system, navigate to the individuals page and click the plus icon:

You will then be presented with a form to fill in the individuals’ details. Not all information is required, but as a minimum you will be required to provide the following:

• Title
• Forename(s)
• Surname
• Email address
• Date of birth

You can also add additional detail such as National insurance number, nationality etc. This can be added at any point in the future.

You will need to add the persons place within the company:

1. Add the firm that the individual, is part of. If they are part of multiple entities you can click 'Add Firm' and follow the same process.

2. The position is the role the person has in the company.

3. Select which regime the person is a part of. If they are a senior manager and certified when selecting senior manager, select the button 'Is certified'. This will show when senior manager is selected.

4. Lastly you must select their employment status, by default the options are: employed, fixed term, none, and not employed. This can be changed in the individual settings.

5. The additional fields, location and departments, can be customised through the individual settings page.

Once the individual form has been completed, click create add the new individual to the system

This can be repeated until you have added all individuals into the system. Alternatively, there is a bulk upload option, which will allow you add all individuals into a spreadsheet and import them into the system.