Specifying initial information about a new employee

To add a new employee record to the system, use either the Employees form or the Employee 360 form.

  1. To create a new record on the Employees form, select Actions > New.  To create a new employee on the Employee 360 form, click Add New Employee.
  2. On the Employees form, the Copy From Applicant (Modal) form displays. Use this to base the new employee's record on an existing applicant record. Otherwise, click Cancel to return to the Employees form.
  3. 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.
  4. 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.
    • Employee Category: Select a category for the employee.
  5. Enter any optional information available about the new employee.
Related topics