Creating individuals

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To create an individual:

1. Go to Payroll.
2. Under Catalogs, click Individuals.
3. In the Individuals catalog, do one of the following:
   • To create an individual from scratch, click Create.
   • To save time on an individual's details input, copy the details of the existing individual. To do this, select an individual and click .
4. On the General information tab, enter or edit the following:

   Field	Description
   First name	An individual's first name.
   Middle name (optional)	An individual's middle name.
   Last name	An individual's surname.
   Group	A group that an individual is included in. The group list includes the groups available in the Individuals catalog. For details on groups, see Creating groups of individuals.
   Date of birth	An individual's date of birth.
   Gender	An individual's gender.
   Nationality	An individual's nationality. The list of values is based on the World countries catalog.
   Place of birth	An individual's place of birth.

   Note. To quickly create an individual, it is enough to specify their first or last, or middle name. By default, all other details are optional.

5. On the Addresses, phone numbers tab, specify an individual's contact information including phone number, actual address, and email. To add more phone numbers, addresses or other contact details, click +phone, address.

Note. A set of contact information items and their properties (such as editability) depend on the contact information settings in Settings > General settings > Contact information > Contact information kinds > Contact information of the "Individuals" catalog.

6. On the Comments tab, enter additional individual's details if needed.
7. Click Save and close.

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