Hiring Wizard

To navigate to the Employee Information report, click the Menu Icon >> Team Tab >> My Team >> Employee Information. Or use the search bar to search for employee information.

Click on the Hire button located at the top right of the report view.

The Personal Settings section is set automatically by the system and should not be edited unless told otherwise.

Fill out all required fields for the employee's personal information.

Required fields are noted with a red asterisks.

Click on the Continue button when all required fields are completed.

You will receive an error if you missed something.

Fill out the Employee Basic Information the same way as the Personal Information.

Once you have completed this section, click the Continue button. Again, you will receive an error if you missed a required field.

*The Base Compensation section is the same found in the employee profile.

*By default, a base compensation change is NOT required. If you do not have the employee's pay rate at the time you are entering their information, you can skip to the Tax Information section (page 11). Remember to add their base compensation before payroll is run or they will not be paid!

Click on the +Add button to create a new entry.

Fill out the required fields for the Add New Base Compensation popup.

The Effective From date should be set to a day before the Employee's first pay date.

The example shown represents an employee who is to be paid $20 per Hour on a Weekly (52/year) Pay Period.

If the EE will be a salaried EE and auto paid, be sure to choose the Amount Earning Autopay to tell the system which earning code should be auto paid. For example, if you have a salaried EE, you may want to choose 'Salary' for that field. Then you must determine if you want to reflec just the amount or the hours and the amount (both) in the Autopay Type.

Click on Save once you've entered the base compensation according to the agreed upon rate.

Click Continue once you've saved the base compensation section.

If you have the employee's completed W4 and State Withholding Form (if applicable), you can enter that information using this section.

Re-hires into the system will need updated tax information and should be provided new W4s to fill out.

On the Federal tab, click +Add to enter the W4 information.

The Date From field should be set to the employee's hire/re-hire date.

Click on Add once you've completed filling out the information.

State tax information varies by state. Some states do not have income tax. If your state does not have withholdings, skip to the Other Settings section (Page 16).

If the correct state is listed under the Jurisdiction section, you will need to update the existing settings. Click the 3 dots for additional actions (pictured below) and click Edit to update the state withholding settings.

If the correct state is not listed, or there is no state listed, you can add it by clicking the +Add button and selecting the state from a list, then enter the tax settings in the popup window.

Once you have entered the Federal and State tax settings, click Continue.

Other Settings is where you will assign the different profiles the company requires for the system to operate correctly for the employee. Settings are company specific and determined during implementation.

The Hired and Started dates should be the same date for all new hires.

Once you've completed adding the appropriate profiles to the employee's account, click continue.

There are no settings to change in the Defaults section.

Click Add Employee when you have completed each section of the New Hire Wizard.

Verify that you want to add the employee by clicking Add.

Once the employee information has been saved, you will receive a completed notification. Click okay to be taken to the new employee's information profile.

Note: If you use the onboarding checklist and have the new hire submit their own account info, disregard step 22, 23 and 24.

NOTE: Pre-Note Status means you will ping the employees bank account from our system. This will temporarily not allow you to pay the employee to this account until the next day. You can select cancel to stop this from happening.