Overview
Add and manage your user’s pay information such as bank accounts and tax withholdings from the user profile section.
Each user can manage their own pay information in their user profile.
Bank account details
To edit bank account details:
Hover over , then select Users.
- Click on the name of the user you’d like to edit.
- Click Payroll, then click Manage Accounts.
- Follow the prompts in the modal until finished.
- Click Save User to finish.
Tax withholdings details
To edit tax withholding details:
Hover over , then select Users.
- Click on the name of the user you’d like to edit.
- Click Payroll, then click Edit withholdings.
- Follow the prompts in the modal until finished.
- Click Save User to finish.
Benefits & Deductions details
To add or edit recurring benefits & deductions details:
Hover over , then select Users.
- Click on the name of the user you’d like to edit.
- Click Payroll, then click Add Deduction to add a new deduction or click next to a deduction you want to edit.
- Select a deduction from the drop-down, fill out the relevant information, then click Save to close the modal.
- Click Save User to finish.