Employees can be added manually by going to the Home tab and using the Add New Employee link.
You will be required to add basic data in order to allow the employee to have access to the site. The minimum pieces that will be required are:
- SSN
- First and Last name
- Gender
- Date of Birth
- State
- Hire Date
- Job Title
- Client Class
- Payroll Group
- Hours worked, if less than 40 hours per week
- Salary or Hourly Rate
You may be required to add more data, but that depends on how the company has been configured. An example would be that if you have added Payroll Groups to the system, then you would need to assign each new employee with a payroll group. If you use timkeeping for that employee, make sure to select that in your setup. If a timekeeping designation is unavailable, and your organization uses timekeeping, please contact Poplar Financial to setup.
Once you have entered the basic data, you can either Add another employee, Go to the employee demographic data, or Send a Welcome email. If you choose to send the email, you will need to enter the employee's email address at that time.