Overview
You can manage all payroll-specific user details from the user profile section.
Considerations
- To add payroll details the user must already be added and saved into your account.
Bank account details
To edit your 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 your 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.