New resources can be added directly from the Team tab on a placement, or under Manage > People.
Enter the name and contact details of the candidate. A few fields of importance are:
Display Name - If you're using any other software integrated with Invoxy, the display name will need to be an exact match between systems in order for them to sync correctly.
Email – Notifications and user invites will be sent to this address.
Approver - If ticked, the candidate will be able to approve their own time.
Tax Number – The candidate’s registered IRD number for PAYE/Withholding Tax.
Business – Tick if the candidate is a self-employed contractor.
Business Tax Number – If they are sales tax registered, enter the Business Tax Number, even if it’s the same as the candidate’s own Tax Number. If they’re not sales tax registered, ensure you leave this field blank.
Trading Name – The trading name of contractor’s registered business, if applicable.
Withholding Tax – The percentage of Withholding Tax to be deducted from the contractor’s pay, if applicable.