This topic will show you how to set up or edit your employee settings. You can access the employee settings by selecting Payroll and then Employee from the main menu or simply select "Employees" from the Quick Launch window as seen below.

 

 

When the Employee List is displayed you can add a new employee by clicking on the Add Record button like seen below. All of the buttons have pop up help like you see for the Add Button, simply pause your mouse over a button to display the pop up help.

 

 

To Edit an existing Employee Record, select an employee in the list by clicking on it and then click on the Edit Record button. A quicker method is to simply double click on the employee in the list.

 

 

To Delete an Employee Record, select the employee from the list and click on the Delete button as seen below. Note that the pop up help displays "Mark Employee as Inactive". That is so you cannot delete employees during the year and then not be able to print reports, W2 Forms and such at the end of the year for all employees.

 

The Filter button will allow you to only display the Active employees or All employees by toggling the display state which is shown at the bottom of the Window.

 

 

When the Employee Add / Edit screen is open, there is a series of Tabs that look like this: