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How To Add A New Employee

To add a new employee, the steps are as follows:

  1. Go to the Employees tab.
  2. Click on Add a New Employee.
  3. You will need to fill out the employee's information:

    Personal*
    - First and Last Name
    - Preferred First and Last Name (This is name that the employee would like to be known as)
    - Email/Username (This is what the employee will use to login, and receive notifications).
    - Birthday (YYYY-MM-DD) Please note: if the employee is under 18 and exempt from CPP, there will be a pop-up to warn you to check off the "Exempt from CPP" box manually at the bottom of the page.
    - SIN / SSN (If you have not received the employees SIN/SSN, you may click on the link below to enter a temporary default SIN)

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    Address
    - You may enter this information at a later date.
    - With the exception that Postal / Zip Code is a mandatory field that needs to be filled.

    Employment Details*
    - Date of Hire (YYYY-MM-DD)
    - Vacation Pay (Method of Payment)
    - Vacation Amount
    - Statutory Holiday Eligiblity

    Push Payroll Employee Login
    You may assign a Clock ID at a later date.

    Employee Groups*
    - You must assign an employee a group. These are used for administrative purposes.
    - If you have not already, click here for steps on how to create groups.

    Cost Center
    - Cost Centers are used for payroll reports. You may assign a cost center at a later date. You may also leave this blank, and sort your reports by Position Cost Centers instead.

    Payment Method*
    You have 3 options for payment methods to choose from:
    - Direct Deposit
    - Push Issues Cheque
    - Company Issues Cheque

    Tax Information*
    - Employment Status (Employee or Contractor)
    - Payroll Number (This is defaulted)
    - Tax/EI/CPP Exemptions (This is where you will mark if an employee is tax, CPP, or EI exempt.)
    - Federal/Provincial Claim (You have the option to auto-fill the tax boxes with each Province's default tax credits)

    Must be filled out*
  4. Once complete, select the green "Add Employee" button.
  5. You will now need to assign the employee a position.
  6. Fill in the necessary information (Salary Rate, Frequency, Start Date, Hours in Hourly Period if applicable).
  7. Once complete, select the green "Add New Position" button
  8. You have now successfully added a new employee!
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