Adding and Removing Staff Members from Your Payroll

After signing up for Payroll Processing, you can add and remove staff members from your payroll as needed.

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Adding a staff member to your payroll

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To add a staff member to your payroll, the billing user for your account will need to add a staff member to your Payroll Processing add-on. If you are an Admin user, you can also contact chat support to request that a staff member be added to your Payroll Processing add-on.

Once the staff member is added, open the Staff Members app and select the staff member. Select the Compensation tab.

Select Sign Up to send the staff member an email with a link where they can enter their payroll details, including their direct deposit information.

Once you select Sign Up, the staff member’s Payroll Processing status will be updated to Invited. A list of the staff member's required payroll details will be displayed until the staff member completes their onboarding.

If you prefer to enroll the staff member in Payroll Processing yourself instead of having the staff member complete the email invitation, you can select Complete payroll setup. This allows you to enter the staff member’s payroll details on their behalf.

Once the staff member’s Payroll Processing status is Active, they will be automatically included in your default pay group.

If you do not have a default pay group, you must manually add the staff member to a pay group to pay the staff member via Payroll Processing.

To view or edit your pay groups, open the Settings app and select Business Setup > Payroll > Account settings. If you have multiple payroll accounts, select Manage account > Account settings.

Select Edit next to Pay groups.

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Removing a staff member from your payroll

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Before removing (terminating) a staff member from your payroll, make sure you’ve paid the staff member for their final days of work. Once you remove a staff member from your payroll, you cannot process payroll for them.

To remove a staff member from your payroll, open the Staff Members app and select the staff member. Select the Compensation tab.

Select Terminate.

Confirm that you have paid the staff member for their final days of work and select Continue.

Specify the following termination details.

• Termination reason: The reason for termination (e.g. Voluntary or Involuntary).

• Termination date: The staff member’s last date of employment. You can only select up to the current date. Terminations cannot be scheduled for a future date.

• Notes: Optional notes about the termination.

Select Terminate.

Once the termination is submitted, the staff member will be removed from your Payroll Processing add-on. You will no longer be charged the $8 monthly fee for the staff member.

Once the termination is submitted, you can archive the staff member's profile if needed.

You can also edit the termination details or rehire the staff member from the staff member’s Compensation tab if needed. Only the billing user for your account can rehire a staff member, as rehiring a staff member will add the $8 monthly fee back to your Payroll Processing add-on.