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Whether you're you're editing an existing employee (s) or adding a new one, it's always a good idea to start from the Employees list. To access the list of Employees:

  1. From the menu, select Payroll Administration > Payroll Records > Employees
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  2. Make sure you've got PR-Payroll Basics Review selected in the View dropdownUse this view to get an indication of setup. Gaps or blanks indicate
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The PR-Payroll Basics Review view provides a good overview of each employee and their setup. Scrolling through the data, you should not see any gaps or blank information. Gaps indicate an incomplete record or fields.

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From here you can add a new employee, or open each employee in their own browser tab. This helps to ensure that you're always in the right context and don't end up being re-directed redirected to a page that you didn't wantexpect.

To Add a New Employee

  1. Click on New Employee

To Open an Existing Employee

  1. Right-click on View of the Employee, and select Open Link in New Tab
  2. Once the Employee record loads in a new tab, click Edit
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> Step Go to step 2. Add/Edit Employee

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titleEmployee Setup Guide

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