Set up an employee

Follow these steps to enter basic employee information to set up an employee.
  1. Go to
    Setup
    ,
    Employees
    , then the
    Main
    tab.
  2. In the Identification section, enter
    • Employee ID
    • 1st name
    • Middle name
    • Family name
    • Suffix
    • Social Security Number (SSN)
  3. Adjust the employee type in the
    Type
    field. Your choice in this field determines which agent federal liabilities will be created for this employee and the forms to include them on.
    • Standard
    • Agricultural
    • Household
    • Independent Contractor
  4. Enter the street address and ZIP Code, or city and state in the lookup field of the Addresses section, separated by a comma.
  5. Provide phone and fax numbers in the
    Phone and fax numbers
    section. Select
    Selection
    to enter multiple phone numbers.
  6. Enter the employee's email address and website URL in the
    Email and web addresses
    section. Selecting 
    Email
    opens your default email client. Selecting
    Website
    opens the site in your default browser.
  7. Select primary and alternate payroll schedules in the
    Payroll schedules
    section. The dropdowns are populated from the list of payroll schedules set up on the
    Payroll Information
    tab of the
    Clients
    screen.
    For live payroll processing.
    If you plan to enter payroll checks for this employee using the
    Enter Batch Payroll Checks
    screen, you'll need to select at least 1 valid payroll schedule in this section.
  8. In the Locations and Departments section, select the location and department combinations (there may be one or multiple) in which the employee works and specify which is the primary location/department combination.
  9. If you want to specify a distribution percent for each location/department, select the
    Enable auto pay distribution by %
    checkbox and enter the percentage amounts in the
    %
    column of the grid. The distribution percent needs to total 100%. If you specify a distribution percentage, this will be used to automatically split pay and deduction amounts between locations or departments during payroll check entry for the employee.

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