Documentation › Guides › Add an employee
Guide
- Their legal name, start date and job title.
- A work email address. Not strictly required, but it’s what their login and their bank invite go to — without it you’ll be chasing them later.
- Their home address. Street, city, state and zip, on every package.
- Their pay rate, if your company runs payroll or time tracking.
- Their SSN and date of birth, on Full Service only.
You don’t need their bank details. The wizard can email them an invite to enter those themselves.
How many steps you’ll see
This depends on your package, so don’t be alarmed if a colleague’s screen looks different.
| Package | Steps |
|---|
| Compliance Only | Basic Info → Personal Info |
| Workforce Management Only | Basic Info → Pay Details → Personal Info |
| Full Service | Basic Info → Pay Details → Personal Info → Bank Setup |
- Profile photo — optional. JPEG, PNG or WebP.
- First Name * and Last Name *
- Work Email — used for login and the bank invite.
- Phone
- Job Title / Position * — type it, or click one of the suggestions (Teacher, Assistant Teacher, Daycare Director, Cook, Administrative Assistant, Security, Janitor, Other).
- Employment Type — Full Time, two Part Time bands, Seasonal or Variable.
- Start Date *
- Worker Type * — W2 Employee or 1099 Contractor.
- Department * — pick one, or choose + Create new department and add it inline.
- Location * — only appears if your company has two or more active locations.
- Manager / Supervisor — optional, any active employee.
- Pay Type * — Hourly or Salary (Annual).
- Hourly Rate or Annual Salary, depending on the above.
- Overtime Eligible — defaults to Yes.
- Payment Method — Direct Deposit or Check. Full Service only.
For hourly staff you’ll see a Pay Preview (estimated) panel. The tax figure in it is a rough approximation for sanity-checking the rate — it is not what will actually be withheld.
Every package then asks for Street Address *, City *, State * and Zip Code *.
Federal W-4 — Full Service only
Filing status, then the dependent and withholding fields. There’s an Advanced withholding (optional) section holding other income, deductions and the military spouse and non-resident alien checkboxes. Most new hires don’t need it.
If the employee’s state has its own withholding form, those fields appear below and are supplied by the tax provider, so they vary by state.
- Invite employee to provide bank details — recommended. They get an email and enter their own account. You never handle their numbers.
- Enter bank details now — bank name, account holder, routing number, account number, and Checking or Savings.
The invite option needs a work email. Without one you’ll be told the invite cannot be sent.
Then click Add Employee.
On Full Service you’ll usually also see identity verification listed as pending, with a one-to-three business day estimate. That’s normal and doesn’t need chasing.
From the confirmation you can go straight to Add Another or View All Employees.
“Employee was not added” with an email message
That address already belongs to an account somewhere on the platform — one email can only ever be attached to one account. Use Edit work email and submit again with a different address. Nothing was created, so nothing needs cleaning up.
“Payroll setup incomplete”
The profile was created but one or more payroll steps failed. The screen lists which. Click Retry Failed Steps. Don’t start the wizard again — you’d create a duplicate.
They can’t clock in yet
New employees stay in onboarding until their required tasks are done. Finish the checklist on their profile and they’ll become active.
