Click “EMPLOYEES” from the admin menu.
Click “ADD +” in the upper, right-hand corner.
You have two options:
- Choosing "Quick Add" sends an email to your employee for them to create an employee portal and fill out their profile, including their social security number and withholding information. You can then finish setting up the employee (by adding their income and any additional deductions) at a time that's most convenient for you.
- Choosing "Complete Employee Now" will walk you through a "New Employee Wizard", so your employee will be completely set up by the time you finish the wizard. After you complete the wizard, your employee will receive an email letting them know how to create an employee portal and to fill out any information you did not include while setting them up.
To quickly add a new employee, enter their first name, last name, and email address. Then, click "QUICK ADD".
Complete Employee Now
To completely set up an employee, enter their first name, last name, and email address. Then, click "COMPLETE EMPLOYEE NOW".
If your employee will be setting up their own profile, you can click "SKIP". If you want to set up your employee's profile information, enter it. Then, click "NEXT".
Enter your employee's income information, such as their hourly rate or salary information. Then, click "NEXT".
If your employee does not have anything deducted from their paychecks, click "SKIP". If you will be deducted anything, such as retirement contributions or child support, enter that information. Then, click "NEXT".
Enter your employee's federal and state withholding information. You can find this on their W-4 forms. Then, click "NEXT".
If you want your employee to enter their banking information for direct deposit, click "SKIP". If you have their bank information available, enter it. Then, click "NEXT".
Your employee is now ready to go! You can add another employee, view your new employee's profile, or click "FINISH" if you're all done.