Purpose: To help you understand what payroll information will appear on the Pay Info tab on the employee profile when managing BambooHR Payroll.

Table of Contents

• Pay Info Overview
• Direct Deposit
• Taxes
• Deductions
  • Deduction History
• Extra Pay
• What details show in the Payroll Summary?
• How do I grant my employees access to the Pay Info tab?
• Watch a Video

When using BambooHR Payroll, the Pay Info tab will automatically appear on the employee profile. You can find the following information on the Pay Info tab:

1. View Paystub: A quick link to view the employee's current paystub.
2. Payroll Summary: A breakdown of the employee's current paystub. This will automatically show upon hover but blurred out to avoid others viewing this information. (See below for more details.)
3. Paystub History: This table includes a line for each paystub since adding the employee to Payroll. Clicking on a paystub date will pull up the paystub details.
4. Payroll Tabs: This section includes four main tabs that allow payroll administrators and your employees (with access) to manage payroll data for the employee. These tabs include Direct Deposit, Taxes, Deductions, and Extra Pay.

Account Owners, Full Admins, Payroll Admins, or the employee (with access) can add their direct deposit information by clicking Update Direct Deposit within this tab. There are no limits to how many bank accounts a user can add; however, the last account must be set to 100% of the remaining balance. The employee also has the option to select a paper check instead of a direct deposit within this section.

1. Employee Tax Type: This field will display the employee's tax type based on the data within the Employment Status table on the employee's Job Information tab.
2. Federal Withholdings: Basic W-4 Federal Withholding information. Click here to learn more about how the 2020 W-4 maps to these fields. 
3. State Withholdings: Basic W-4 State Withholding information. This will depend on the state in which the employee works.
4. State Unemployment Insurance: Enter the location for unemployment insurance or mark the employee as exempt.
5. My Tax Documents: This is where you will find your W-2 or 1099. W-2s will automatically upload to the employee's Pay Info tab by January 31st each year. W-2s won't be sent to admins for approval before being posted to the employee's Pay Info tab. If you would like to verify the data to make any corrections before having the W-2* posted, we recommend reviewing the Year End reports. 
6. Go Paperless Toggle: Toggling this option on will opt the employee to receive their W2 or 1099 electronically instead of by mail. Only employees or administrators with access to the employee profile will be able to activate the paperless option. This must be done on an individual basis per employee (i.e. there is no mass-edit option for paperless tax documents.)

The Deductions tab is where you can view all active benefit and non-benefit deductions, edit individuals' deduction enrollment, add new non-benefit deductions for your employees, and view deduction history. This section aims to help Account Owners, Full Admins, or Payroll Admins view all payroll deduction information for an employee in one place and edit non-benefit deductions if needed. Employees can have access to view this information using access levels. 

1. Clicking this button will allow you to add new non-benefit deductions to this employee's profile. These include garnishments, taxes, levies, child support, loan repayments, etc. 
2. This table will display all active benefit and non-benefit deductions collected from the employee's paycheck. The following fields will display for each deduction record: Deduction Name, Deduction Type, Tax Rule, Deduction Start & End Date, Employee Pays, Company Pays, Cap Amount, and Annual Max. 
3. Filter the deduction table view by active/inactive status, deduction type (medical, vision, retirement, etc), or by a specific time frame. 
4. You can edit non-benefit deductions or edit enrollment dates on a regular benefit deduction by clicking the pencil icon.  
5. To view the history of a specific active or inactive benefit deduction, click the history button. See below for details. 
6. Clicking the "X" next to the deduction record will allow you to end or delete both non-benefit and regular benefit deductions. 

For customers using Payroll in BambooHR, the Extra Pay tab will display one-time and recurring extra pay information for your employees if they have access (see below). If you're an Account Owner, Full Admin, or Payroll Admin, you will also be able to add extra pay, view upcoming extra pay, or look at the employee's extra pay history. 

Here is a video overview of the Pay Info tab in BambooHR. If you want to share this video with your employees, send them this link.