Entering Information About a New Employee

To add a new employee record to the system, use the Employees form.

1. On the main toolbar, click the Filter-in-Place button.
2. To create a new record, select Actions > New. The system opens the Copy From Applicant (Modal) form.
3. (Optional) Perform one of the following actions:
   • To base the new employee's record on an existing employee's record, enter in the Applicant field the employee ID of the employee you want to use as the basis for the new employee.

     When you select this option and click OK, the system returns you to the Employees form and populates the fields of the new employee record with many of the same values as the employee on which the record is based.

   • To build the new employee's record completely "from scratch," click Cancel. The system returns you to the Employees form, in which most of the fields are blank.
4. In the Employee field:
   • If you want the system to assign the next available employee ID, leave it blank.
   • If you want to manually assign a custom ID, enter the identifier.
5. Enter information for the employee in all the required fields. Required fields include:
   • Shift - Select the shift to which the new employee is assigned.
   • Wage Acct - Select the account from which the employee's earnings are to be paid.
   • Emp Type - Select the employment payment type for the new employee. This indicates whether the employee is to be paid on an hourly basis, a salaried basis, or some other basis.
   • Pay Freq - Select the frequency at which the employee is to be paid.
   • Generate Payroll From - Select the payroll basis on which the employee's pay is to be calculated.
   • Marital Status - Select the employee's marital status to be used for the employee's federal income tax filing status.
6. (Optional, but recommended) Enter any other information available about the new employee. At the least, you should have the employee's Social Security Account Number (SSN), for tax purposes.

For more information about other fields on this form, see the appropriate field help topics.

Related Topics

Human Resources Overview

Setting Up Employee Deductions and Earnings

Setting Up an Employee for Direct Deposit

Steps for Setting Up Employees

Viewing, Adding, and Changing Employee Information