Steps to Add a New Employee
Access Employee Setup
On the Payroll dashboard, click Settings.
Select Employees & Contractors.
A window will open with several tabs, starting with Details.
Complete the Details Tab
Fill in all required fields marked with an asterisk (*).
Click Continue to move through the remaining tabs.
Complete the Remaining Tabs
For each of the following tabs, enter the required information:
Bank Account | Add the employee’s banking information for payroll deposits. |
Pay Rates | Set the employee’s pay structure (hourly or salaried). |
Benefits | Assign any eligible benefits to the employee. |
Allowances | Add any applicable allowances (e.g., travel, meals). |
Tax Profile | Set up tax details, including TD1 forms and deductions. |
4. Finalize the Profile
After completing all mandatory fields across each tab, click Continue. The employee profile is now ready for payroll processing.
Disclaimer: This article is not intended to provide tax, legal, benefits, financial, or HR advice. Since laws and regulations are subject to change and may differ by location, please consult a legal or HR professional for personalized guidance.