Employee setup order

After you've completed client setup, we recommend you follow this order when you set up your employees.

Employee templates (optional)

Basic employee information (identification, address, contact information, payroll schedules, and location/department information)

Employee personal information (employment information, personal information, and reporting types)

Accruable benefits (accruable benefits used by the employee)

Payroll items (pay, deduction, and employer contribution items used by the employee)

Payroll tax information (federal, state, and local payroll tax information for the employee)

Direct deposit information (for live payroll processing only. (net pay distribution and direct deposit allocation information))

Workers' Compensation information (Workers' Compensation codes for the employee)

This article applies to: