How do I change my employee’s information?

You can change employee setup information at any time within your payroll account. Please note that certain employee info changes will require you to “reset” your payroll if you already began entering in payroll details.  

We recommend you plan to make updates to employee information before you begin entering payroll, if possible.  

Below are steps to edit information for some of the most frequently edited employee details.  

Pay Rate: 

1. Once logged into your payroll account, select Employees. 
2. Select the employee you want to update. 
3. Click on Employment.
4. Verify or change the Pay Type.
5. Enter the rate 
   • For hourly, enter the hourly rate and any other rates. 
   • For salary, enter the annual salary amount. 
6. Click on save. 

Work Location: 

1. Once logged into your payroll account, select Employees. 
2. Select the employee you want to update. 
3. Click on Employment.
4. Click on Create Company Work Location (or select an address from the list). 
   • Enter the street address and city 
   • Select the state.  If the state is not listed, please select Help in the top right-hand corner of your account and contact Customer Care. Additional info may be required.   
   • Enter the zip code 
   • Click on Save Location 
5. If no address is found on address verification, please select Help in the top right-hand corner of your account and contact Customer Care. 
6. Ensure the correct address is listed. Click on Save. 

Employee Status (Termination): 

1. Once logged into your payroll account, click on Employees. 
2. Click on the employee you wish to terminate.  
3. Click on Employment. 
4. From Employment Status, select Terminated and enter the termination date and reason. 
5. Click Save to complete the employee termination. 
    
   At the end of the calendar year, annual filing forms (such as a digital W-2/1099-NEC) for this employee will be available for electronic delivery under Reports.