You can download a copy of the checklist here: Employee Creation Checklist.

This article contains a checklist to add new employees on your PayrollHero account, and has a general overview of how to add the new members and how to most efficiently update their details.

Contents:

1. Details you should have at hand when creating an Employee
2. Enrollments
3. Adding employees
4. Updating employee profiles and enrollments

As a best practice, and to ensure a smooth first payroll, add employees on the first day of your pay period.

Details you should have at hand when creating an employee

The following checklist will help you collect all the required details to add a new employee on your account.

Following all the steps on this list will ensure a seamless clocking experience and first payroll for the new employee!

Employee Details:

• Salutation
• Username (Login ID)
• First Name
• Surname
• Gender
• Email Address
• Employee Number
• Phone Number
• Personal Email Address
• Password
• Master Photo

Employment Details:

• Schedule
• Position
• Payment Mode
• Compensation Level
• Employee Type
• System Permission
• Employment Date
• Payment Method
• Default Worksite
• Works on Holidays?
• Allowed to Clock In without a Schedule?

Payroll Info:

• Marital Status
• Number of Children
• Middle Name

Enrollments:

• Government Enrollments
• Bank Account Enrollment
• 13th Month Enrollment

Adding employees:

• Adding a Single Employee via Wizard
• Adding Multiple Employees using the Multi – Insert Tool

Updating employees:

• Updating Multiple Employees Profile using the Multi – Insert Tool
• Updating an individual Employee’s Enrollments
• Updating Multiple Enrollments using the Multi – Insert Tool
• Updating Multiple BIR Enrollments using the Multi – Insert Tool

You can download a copy of the checklist here: Employee Creation Checklist.

If you have questions and suggestions, send us a message at support@payrollhero.com.