The first thing to do is make the user an Employee or Create a New Account for a person and make them an employee if they are not in your system. On the “Type of Account” drop down select “Employee”. You will see 2 new fields appear, one is wage and the other is the social security number. After you do that and confirm all the information is correct hit the save button.
Once the page refreshes you will see a new orange button appear.
This will take you to the page where you can enter the employees details for their paycheck, bonuses and taxes. This must be set up before the employee can clock in and clock out. However, you should wait to have the employee fill out the W-4 form themselves then return to this page after they have take care of filling out the form. Remember that they must fill out the W-4 and sign and give it to you even if they fill out the online form.
When the employee logs in they will see a new button at the bottom of the page where the time clock will be. However, if they do not have their W-4 form filled out they will not see a time clock they will see this.
After they fill out this form they can clock in and clock out, however, you must go in and edit their paycheck otherwise the employee will see that their wage is $0. Once you edit their paycheck it will update on their end in real time.
Now that you are ready to edit the employees paycheck click the orange button where it says “manage employee” on their profile page. Confirm that they have entered a social security number. After that update the employees information.
Here are the fields you need to update;
1. Start Time On Work Days
2. Work Days For Employee
3. Select Hourly or Salary
4. Enter Work Hours Before Overtime Kicks in
5. Enter an Hourly Wage, even if the employee is salary
6. Overtime wage is calculated at time and a half, if you need to adjust that you can do that here.
7. Weekly bonuses if Any
8. Deductions for clocking in late
9. Enter all the tax rates, these will be calculated with each paycheck. Federal will automatically change if the employee reaches a different tax bracket
◦ Federal tax
◦ State
◦ Local
◦ Social Security
◦ Medicare
If the employee has any other garnishments, deductions, insurance payments, child support you can enter those fields there.