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Adding Employees Manually

For this tutorial, we will add several employees to the payroll by entering their payroll data manually. This method involves adding a blank row for each new employee, and then completing the details for each person as needed.

Looking to add employees using a template? If you wish to add employees in an automated manner using an employee template, refer to the Adding Employees Using an Employee Template tutorial.

NOTE: Click on the images below to view them at full size


To manually add employees to your payroll:

  1. From the Payroll tab, open the Employee - Setup Employee screen that is used to define the detailed payroll, tax, payment and all other settings required for each employee in the payroll. You can use the various features to add and define settings for new employees or to review or change settings for existing employees.

    2. Setup Employee Help page...

    Fig. 01: The Setup Employee screen with no employees entered.
    Fig. 01: The Setup Employee screen with no employees entered.
  2. To add the first employee, choose the New button that appears near the left side of the button bar. This inserts a new row into the table and activates Edit Mode for the cells.
  3. Complete the data for each cell as it relates to your new employee (press <F1> to use the Online Help system if you need to look up a definition for the various cells).
    Example: In Fig. 02 below, our first employee is Gregory House. We shortened his Employee Number (001) for easier reporting and set his Language to Default to ensure that the program to use the current default language option for this employee (we used English for our lessons).

    Surname Given Name Initial SIN Employee No. Birth Date Gender Dependents Language Template
    House Gregory J 990-000-077 001 Apr/05/1952 Male 0 Default -
    Fig. 02: The Setup Employee screen with one employee defined
    Fig. 02: The Setup Employee screen with one employee defined.
  4. Save the row's information when you are complete.
  5. Repeat the preceding steps to add your desired number of employees.
    Example: In our example below, we have entered basic information that is needed for each new employee. Note: We have used the same "test" Social Insurance Number (SIN) for our employees. In a real payroll, you would be required to enter each employee's actual SIN.
  6. Save the row's information as you complete each new employee.

    7. Surname Given Name Initial SIN Employee No. Birth Date Gender Dependents Language Template
    Webster Josephine N 990-000-077 003 Apr/08/2000 Female 1 Default Hourly
    Bedard Isabelle R 990-000-077 005 Dec/19/1972 Female 2 Alternative Hourly
    Lepekas Peter L 990-000-077 002 Apr/02/1964 Male 2 Default Salary
    Ardent Claire P 990-000-077 004 Nov/05/1997 Female 0 Alternative Salary
    Fig. 03: The Setup Employee screen with 5 employees defined
    Fig. 03: The Setup Employee screen with 5 employees defined.

This completes the tutorial on adding an employee manually.

Note: If you are working through the payroll setup process in order, you will need to continue through the Employee menu to finish entering the data that is required for each new payroll employee.


See Also:

Other Employee Settings: