Add an Employee

Even though there are many tabs on the Employee Information page, only a first and last name are required to save an employee record. It is good practice to enter compensation, deduction, and tax information as soon as possible so the employee can be included on the next payroll run.

Employee Information

1. From Payroll, select Modify > Employee Information.

2. Click the Add New Employee link.

3. The Person Search window appears. To avoid adding a duplicate, enter the last name in the Name field and click Search.
4. If the person is listed on the grid, click the person and click Select. If the person is not listed, click Close to add a new employee.

5. Enter the employee's name, then enter information on the Employee Information tab such as Home Department and Hire Date. When finished, click the Compensations tab.

Note: Home Departments can be added on the Modify > Control Table Information page.

6. Click the Add New Compensation icon-link.

7. Select the Compensation and Distribution from the drop-down lists. Assign the Starting Date for this compensation to take effect and set the # Pay/Year as appropriate for your organization. Select any other options and enter the Pay Rate Information. Click OK when finished.

8. Click the Deductions tab and then click the Add New Deduction icon-link.

9. Select the Deduction and Distribution from the drop-down lists. Assign the Starting Date for the deduction to take effect, then enter the amount or percentage in the Amount field. Select any other options and click OK.

10. Click the Taxes tab. Choose the W4 Type, select the Filing Status from the drop-down list, and review the other tax settings. Make any changes as needed. State, County, and Local taxes can be added by clicking the Add New Tax icon-link at the bottom. See Modify > Employee Information > Tax Tab for more information.

Note: See the Modify > Tax Table Information page to add new State and Local tax tables.

11. Click the ACH Accounts tab. This optional feature allows you to auto-deposit pay instead of printing a check. ACH can be distributed by either a dollar amount or a percentage. Select either method from the drop-down list.

12. After selecting "Distribute by Dollar Amount" or "Distribute by Percentage" from the drop-down list, click the Add New ACH Account icon-link.

13. Enter a Bank Routing # and a Bank Account #, then click OK.

Note: Leave the Amount (or percentage) field at "$0.00" to have all pay go to that one account. If more than one account is entered, the account with "$0.00" is used for the remaining amount or percentage.

14. Click the Time Off Hours tab and enter the Available hours for the pay types listed.

15. Click the Add New Schedule icon-link.

16. Enter the Begin Date and End Date for the scheduled time off and the number of Hours taken per day off. Click OK when finished.

17. Click the Phones tab and then click the Add New Phone link.

18. Select a Phone Type and enter a Phone Number. Click Save.

Note: The phone number is automatically formatted with your organization's default area code when the cursor leaves the Phone Number field. For example, if you enter "5552310", the number is automatically formatted to display "[phone]".

19. Click the Emails tab and then click the Add New Email link.

20. Enter an email address in the Email field and click Save.

21. Click the Addresses tab and then click the Add New Address link.

22. Enter an address and click Save.

23. Click the Demographics tab and enter any pertinent information.

24. After reviewing all employee information, click Update to save the employee record.

Updated June 15, 2026 20:30