TAS Guide: Employee Wizard

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So now we need to get your employees added to the account. This is really easy to complete. Just follow the steps below to create a new employee on the account.

1. Open the Employee Wizard

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2. Complete the Employment Info page

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Mandatory Fields

Username: unique identifier the employee will use to login. Usernames must be unique accross the entire PayrollHero platform. If you try to take a username that is already in use (even on another account) it will not allow you to create the employee.

TIP: prefix your usernames to allow you to keep them unique. For example: youraccount.username

First name: the first name of the employe

Surname: the surname of the employee

Gender: the gender of the employee (this is used to filter TeamClock for larger companies)

Personal Email: the email address of your employee

3. Complete the Employment Details page

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Position: What is the employees role at the company

Employee Type: what type of employee are they

System Permission: What level of access should they have on PayrollHero

Optional: Complete Extra Information

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This information is completely optional but if you want to track the marital status of an employee and their emergency contact information you can do that here!

Next Step: Setting up your Devices

Nice work, your employees now have schedules on the system. They can begin to clock in and out on PayrollHero! To do this we need to set up your devices.

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