Purpose: The employee profile will house basic data, wage information, withholding elections, bank information, deductions, and hour benefits. This guide will show you how to create a new employee profile.
Note: If you use a third-party HR Vendor, you will need to add employees through Remote Link.
If you are using the BambooHR integration with TRAXPayroll, you will not see a button to add new employees in TRAXPayroll. All new employees must be added in BambooHR instead of TRAXPayroll. Once a new employee is added in BambooHR, they will sync through to Remote Link where you will see the option to add the employee into TRAXPayroll.
Add New Employee
To get started, click "Add Employee" on the Employee tab. The Add Employee page will walk you through each step that is required.
Fill out the General information page and click “Next” to move to the next step.
Use the drop-down menus to select the employee demographic data. When you have all of this data entered, you will click "Save" to move on to the next step.
- Branch: Branches are used to designate the location where the employee works.
- Class: Class is used to categorize employees into groups such as full-time, part-time, interns, etc. These class codes are used for payroll reporting.
- Department: Departments are used to categorize employees into different areas of the company.
- Division: Divisions are used to designate where employees work.
Enter the employee's wage information and click "Save" when you are ready to move to the next step.
Enter the employee's home address and work address. Then enter the employee withholding elections for Federal and State taxes. When you are finished with the tax information click “Save” to move on. You will then be able to review the tax information and click “Next” to continue adding the new employee.
5. Bank Type Option
Select if the employee is going to be paid by direct deposit or check. If you select direct deposit, you will also enter the bank information. Click “Next” to move to the next step.
Deductions such as 401K contributions, HSA accounts, and other benefits will be saved here and deducted each pay period. Add the employee’s deductions and click "Save". Once you have the correct deductions in place, you will click "Next" to move to the next step.
7. Hour Benefits
Hour benefits are used for tracking and then paying hours worked and time off. Time off accruals can be added here and they will automatically add to the balance each pay period. Add the employees hour benefits and click "Save". Once all of the hour benefits are in place, click "Next" to move to the last step.
Add employee dependents and click "Save". If the employee will not be tracking dependents in TRAXPayroll, you can click the "Done Adding Employee" button.