Add Payroll Information for an Employee

On Page 2 (Payroll) of the Employees Editor to employee payroll information including salary, bank account and Job Codes. The bank account information is used to set up direct deposit for the employee, if applicable.

The following table describes the fields on this tab.

Field Name

Description

SSN

Type the employee's Social Security number in this field.

Term Date

To specify the employee's termination date, select the checkbox, and then select the date from the dropdown calendar OR type the date in the provided field.

  • To select a different month: Use the left/right arrows OR select the month that is displayed in the header to open a popup menu.

  • To select a different year: Select the year that is displayed in the header to activate up/down arrow buttons.

Hired Date

Type the employee's hire date or select the date from the dropdown calendar.

  • To select a different month: Use the left/right arrows OR select the month that is displayed in the header to open a popup menu.

  • To select a different year: Select the year that is displayed in the header to activate up/down arrow buttons.

Termination check paid

Select if the employee received their termination check.

Local Tax Info

From the dropdown, select the tax information specific to the site location.

Local Tax Info 2

From the dropdown, select the secondary tax information specific to the site location.

Career Program

Select this option if the employee is involved in a career program.

Pay Type

Select the type of compensation the employee receives: Hourly or Salary

Account Info

Account #

Type the employee's checking or savings account number.

Bank Name

Type the name of the bank where the employee has an account.

Account Type

From the dropdown, select the type of account the employee uses.

Transcode

A unique bank routing number.

ABA#

Type the employee's bank ABA number. The ABA number is the first group of numbers that appear along the lower-left of a check.

Jobs

Type

This column contains the employee's job type, such as primary or alternative, for example.

Job

This column contains the employee's job, such as cook or server, for example.

Pay Rate

This column contains the employee's pay rate.

Performance Rating

This column contains the employee's performance rating for the job.

Skill Level

This column contains the employee's skill level for the job, if applicable.

Sec Level

This column contains the employee's security level for the job, if applicable.

Inactive

If TRUE, the Job Code is currently inactive for the employee. The employee cannot Clock In using the Job Code.

If FALSE, the employee is able to Clock In using the Job Code. To render the Job Code inactive:

  1. Select the Job Code, and then select Edit to access the Edit Job dialog.

  2. Select Inactive.