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Setup & manage employees

Add employees and set their rate of pay, taxes and enter banking details for direct deposit.

  • Add employee profile details

    Navigate to the Employees > Employees tab. Click “Add new employee.” First name – enter your employee’s first name. Last name – enter your employee’s last name. State – select your employee’s state of...

  • Add employment details

    Navigate to the employee’s Job tab. Expected hours per week – enter the total hours per week your salaried employee works. This amount will be displayed on the paystub for a salaried employee. Note: t...

  • Add employee tax details

    Federal taxes Navigate to an employee’s Tax info > Federal tax US tab. Federal filing status – select the employee’s federal filing status. This information can be found on line 3 of their Form W-4. A...

  • Setup employee for direct deposit

    Navigate to the employee’s Direct deposit tab. Click “Add bank account.” Priority – this determines the order in which the deposits are processed i.e. first priority accounts will be deposited before ...

  • Setup additional earnings, deductions and benefits

    Add additional earnings Navigate to an employee’s Income tab. Click “Add income.” Income type – dropdown menu will display all available earning types for the company.  Amount – enter the additional e...

  • Enter quarter-to-date (QTD) and year-to-date (YTD) amounts

    Navigate to the employee's YTD amounts tab. Quarter-to-date (QTD) amounts – if you are switching payroll providers mid-quarter, enter the QTD amounts for the current quarter.  Year-to-date (YTD) amoun...

  • Terminate an employee

    Navigate to the Employees > Employees or Contractors tab. Click the (x) icon next to the employee or contractor you wish to terminate. Note: do not terminate the employee if they still need to be paid...

  • Rehire terminated employees

    Navigate to the Employees > Terminated employees tab. Click the pencil ( ✎ ) next to the terminated employee you wish to rehire. Navigate to the employee’s Job tab. Active – set the toggle to 'Yes.' R...