How to create a new employee
Description
Cause
Resolution
  1. Click Maintain, Employees & Sales Reps.
  2. Enter an Employee ID.
  3. Select an employee type:
    • If the employee receives a paycheck only, select Employee
    • If the employee is paid by commission, select Sales Rep
    • If the employee receives a paycheck and commission, select Both
  4. Enter the employee's information.
  5. Select the Pay Info tab.
  6. Select a Pay Method.
  7. Select a Pay Frequency.
  8. Enter the Hourly or Salary Pay Rate.
    Note:
    For hourly employees, pay types with 'no hourly rate entered' will not be available when creating paychecks.
  9. Select the Withholding Info tab.
  10. Enter the Withholding details from the employee's W-4:
    • Note: New employees hired 2020 are required to use the updated W-4, so the Employee uses W-4 before 2020 box should not be checked unless creating a new record for an existing employee who was hired before 2020, and who is not updating their exemptions
    • Refer to Payroll Compliance Changes for Federal 2020 W-4 Form
  11. Click Save.
How to enter employee beginning balances

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