Employees can be added two different ways– manually (you do the work) or via self-onboarding (they do the work). We recommend using self-onboarding to allow employees to complete their own paperwork and details.
Employee Self-Onboarding
- Click the Employees tab in the left navigation menu
- Click Add new employee
- Add your employee’s details
- First name
- Location (work address)
- Department (optional)
- Title (optional)
- Compensation Type
- Hire Date
- The amount they will be paid
- How often they will be paid
- Click Save & Continue
- Your employee will quickly receive an email invitation to complete their personal, tax, & payment information and sign their I-9 & W-4. Once they are finished, their status will change from ‘Onboarding’ to ‘Active’ in the employee table.
Add Employee Details Manually
- Click the Employees tab in the left navigation menu
- Click Add new employee
- Check the box “I prefer to add the employee’s details myself”
- Complete the personal, tax, and payment information for your employee
- Click Save & Continue