Setting up and managing employees is simply accessible through the “Employees” page. In this section we will go through the specifics of adding and importing employees.
Summary of this Section:
- Navigating Adding Employees
- Employee Settings
- Login Details for Employees
Navigating Adding Employees
Steps:
- Employees can be created from the Employees page under the “add employee” and “import employees” options at the top of the page.
- Further in the “Add Employee” option, there are four tabs available:
- Management Info
- Time Tracking Info
- Payroll Info
- Stat Holidays
- Two switches on the left side of “Add Employee” are also provided to enable/disable hour tracking and payroll for the selected employee.
Top Tip
Employees can be imported from QuickBooks Online, QuickBooks Desktop, Xero, and Sage to save you a bit of setup time.
Employee Settings
- Management Info is always required, including name, email, hire date, role (admin, team leader, employee), an optional team, and login details.
- Admin has full access to all company settings, can run/review payroll, and manage time tracking for all employees.
- Team leaders can manage time tracking for employees in their team, however unlike the Admin they are not able to view payroll info or company-wide settings.
- Employees can perform their own time tracking and review their pay stubs.
Login Details for Employees
Three options for login details
- Admin enters all info (no onboarding email is sent to employee, admin sets username and password and can provide it to the employee).
- Employees enter login details (employee receives onboarding email with a link to set their username and password and info about the mobile apps).
- Employees enter login details AND T4/ROE info (same as just entering login info, but with the added step of entering their T4/ROE info which includes SIN, occupation, date of birth, address, city, and postal code).