Add an employee

The first step for adding a new member of the team is determining if the worker is an employee or a contractor

Once you've determined the worker is an employee, you will need to gather the employee's demographics (such as name, DOB, etc), rate, Payment Method, and Federal and state (if applicable) filing status. 

After gathering your employee's data, follow the below steps:

1. Go to Employees in the top blue ribbon

2. Select Add Employee

3. Complete the new hire wizard, note that all fields with * are required and must be filled in. 

4. Information can be reviewed or edited by clicking the Back button

5. Click Submit once you're ready to save the employee 

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