When you need to add an employee who will get paid through Payroll, be sure to check the box at the top of the Add Employee form for Pay this employee through Payroll. This action will make payroll-related fields required on the Add Employee form and in the New Hire Packet.

1. End Date: The Compensation table has the End Date field. This field is available when updating an employee’s compensation information by adding a new line in the Compensation table. This new line will point out that the previous line on the Compensation table is inactive. Use this field when an employee is no longer active at your organization. This field is the only field that you can leave blank on the Compensation table.
2. Hours Per Week: This field will display the default number of work hours per week for salaried employees based on the pay schedule settings. You can adjust this number by clicking Edit This Employee's Salaried Hours and typing in the correct number of hours worked per week. 
3. Overtime Rate and Double Time Rate: If an employee has the Pay Type listed as Salary and the Overtime Status is Non-exempt, the Overtime Rate field will automatically show. This field allows you to identify the overtime rate that will sync over to Payroll. Additionally, the Double Time Rate automatically calculates based on the amount entered in the Overtime Rate Field. The double time rate is for informational purposes only and is viewable when editing an employee's compensation information.

When you end employment for an employee, a Final Pay Date field will appear. The wage record in Payroll will not end until the final pay date takes effect. Click here to learn more.

A message will also appear below the Final Pay Date field to remind users of when the effective end date will take place for all active benefit and non-benefit deductions for the employee. 

The Workers' Comp Classification field is required but defaults to None. The drop-down list populates with class codes created in BambooHR. This help guide will walk you through the setup for adding and updating workers' comp codes. 

When adding a new employee into BambooHR, you will have the ability to send the new employee the New Hire Packet. The New Hire Packet allows the employee to fill in details like their address, social security number, marital status, etc. This makes onboarding a breeze and ensures that the information is accurate and up-to-date. 

To make things easier during onboarding, you can also gather payroll information like direct deposit account(s), federal W-4 withholding, and state W-4 withholding information when creating the New Hire Packet. If the employee you are adding is part of a syncing pay schedule, you will see the above payroll information listed in the New Hire Packet for the new employee to fill in for you. If the employee is not part of a syncing pay schedule, you can check or uncheck a box next to the information above to add or remove it from the New Hire Packet.

After adding an employee to a syncing pay schedule, personal, pay, and W-4 information will require completion in the New Hire Packet for payroll.

Here is the employee’s perspective of what the payroll information will look like if included in the New Hire Packet.

• The Direct Deposit field is not a required section for the employee to complete. 
• Federal Tax Withholding's question mark icon links to the IRS calculator to help the employee determine their exemptions and filing status.
• State Tax Withholding's question mark icon explains what the purpose of this field is. 

Under Payroll in Settings, you will find and manage your Company Information, Company Bank Account, Pay Schedules, and Garnishment Payments. Further information about these settings will be discussed while working with your payroll project manager, so please do not make changes until requested.

Under Access Levels in Settings, you will see additional payroll access levels: Payroll Admin, Payroll Admin (Non-Approver), and Payroll Reports Only. To learn about what information each payroll access user has and their permissions in BambooHR, click here.

You can grant your employees access to basic payroll information for themselves by editing your employee access level settings. To learn more about what access to add to your employee access levels, click here.