Add Worker

Bring one person onto the books: choose what kind of worker they are — CIS subcontractor, Professional, Employee or Agency — fill the few facts the office knows, and Saral creates the record and sends the starter form for the rest. This page is the same form the Workers register opens from New worker, on its own so a site manager or recruiter with the sub.add key can add people without reading the register. Nothing else is shown here.

You enter

The worker type, then the facts the office has: full name, email (the agency's name and whether the placement gets portal access, for agency staff), the project they start on, start date, job role and rate for CIS, professionals and agency staff, CIS deduction rate for a subcontractor, phone and address.
For an employee: job title and department, contract type (full time, part time, fixed term, zero hours, casual, internship, apprentice), holiday days a year, the payroll company, contracted hours, hourly rate or gross annual salary, work location.
Working days and start / end time for everyone — agency staff included, because attendance, absence and the agency's invoice are checked against them.
Existing worker, when the person is already engaged elsewhere and only needs a login: the starter form and contract are skipped and a portal invite goes instead.

Saral fills in

Fill with AI: drop the CV, the agency's email or a screenshot, paste the agreed terms, and the form fills itself for you to check — the person's own email and phone come from the CV, not the agency's; files and profile-only facts (address, date of birth, NI number, emergency contact) are listed for review and attached to the record only when you press Add.
A duplicate warning when someone with the same email, NI number, UTR, or name and date of birth is already in the system, with a link to the existing profile.
The job roles, projects and payroll companies on offer, from HR → Settings and the account's companies; an unfinished draft from last time, offered — never applied by itself.
The starter-form link (30 days) and the email that carries it; the contract that follows once the form is submitted; the portal invite for an existing or agency worker.

It produces

A worker record in the register, in Onboarding until the starter form and contract are done, with the intake files saved to its documents.
The starter form email to the worker — or the link to share by hand if email is not set up — and, for an existing or agency worker, the portal invite instead.

What this page is for

Adding a person is the first thing a new account does and the thing a site manager does most, so it is a form on its own page as well as a button on the register. The page carries the sub.add key alone: a recruiter or a site manager can bring people on without the sub.view key that opens the roster, and the page loads no roster data to make that true. The form is the same component in both places, so whatever you learn here holds on Workers → New worker. Worker-first: the office types the few facts it knows and the worker supplies the rest on their starter form.

The four worker types and what each unlocks

A CIS subcontractor is invoiced through the module: a day or hourly rate, a CIS deduction rate (0% gross, 20% standard, 30% unverified — verification itself is a later step on the record), a job role; their attendance becomes a timesheet, an invoice, a Xero bill and a bank file. A professional is invoiced too, on a fee and a job role. An employee has a contract — type, holiday, contracted hours, hourly rate or gross salary, the payroll company that employs them — and is paid through your payroll app; Saral keeps the contract and the wage history, never a payslip. Agency staff are tracked for scheduling and compliance; with portal access they check in and allocate their hours so the agency's invoice has something to be checked against, without it they cannot record hours at all.

What happens on Add

The record is created and the worker appears on the register in Onboarding. For a CIS worker, a professional or an employee a starter form link (good for 30 days) is emailed; once it is submitted the contract is sent for signing, and portal access is issued by your administrator after the final checks. For an existing worker the form and contract are skipped and a portal invite with a temporary password goes instead. For agency staff nothing is sent unless you ticked portal access. If email is not configured, or the send fails, the success screen shows the starter-form link to copy and the record is still there — send it again from the worker's profile.

Fill with AI, drafts and duplicates

Fill with AI reads the CV, the agency's email or a screenshot and the pasted terms at once — the office is asked first, because the read runs now at the live price — and fills the form for you to check. Profile-only facts it finds (address, date of birth, nationality, NI number, UTR, emergency contact, notes) and the files themselves are listed under the form; drop any you do not want, and the rest are written to the record when it is created. A possible duplicate is named with a link to the existing profile, or flagged for HR to check when the match is on an identifier you may not see. A form you closed half-way is offered back as a draft, never refilled silently.

Where the settings live

Job roles are HR → Settings → Job roles; the starter form and its terms are HR → Settings → Starter forms & terms; contract templates are HR → Settings → Contract templates; the sites on offer are HR → Settings → Sites; the invite email a bulk resend uses is edited from Workers; the payroll companies are the account's legal companies under Settings → Companies & entities. The rate card a vacancy is priced from is HR → Settings → Rates for hiring.

Next screen: /hr/workers

Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.