Views:

After completing your company settings you can add team members to your organization.

Notice

Team members can be added interactively (individually) or in bulk via CSV file import.

Plan types

Plan Interactive CSV File Import
Green  
Business  
Business+
Acc Starter  
Acc Advanced
EVOLV

To add a team member, select Employees from the left menu.

Add Team Member menu

 

Add an individual team member

  1. Start the onboarding process by selecting Add Member. The wizard will guide you through a few short steps to add the team member.
  2. Tip

    Jump to CSV file import to add team members in bulk.

    Add Team Member

     

  3. Select your Team Member Type:
  4. Employee: A person who works for you.

    Contractor: An independent person who does work for you and others. Follow the Canada Revenue Agency guidelines to determine if your team member is an employee or a contractor.

    Construction Contractor: A contractor in the construction industry.

    Team Member type

     

  5. Enter the team member's basic details.
  6. Tip

    If you are adding a contractor or construction contractor, follow the guide to enroll them.

    Team member setup

     

  7. Invite the employee to enter their personal information, such as their address, via PayChequer.
  8.  

    Team member invitation to PayChequer

     

  9. Enter the payroll details for the team member
  10. Tip

    Use the Advanced Payroll Options to add a general ledger (GL) code for department grouping and other tax details.

     

     

  11. If you have paid this employee in the current calendar year manually or through another payroll service add their year-to-date payroll details.
  12.  

    Basic year-to-date fields are available on screen. For more fields, use the dropdown and select Year To Date Advanced.

    Tip

    Add any benefits, deductions or earnings in the Advanced section.

  13. Add Benefits and Deductions
  14. To add custom benefits or deductions, select the Add benefit or deduction button. Select the pay rule from the Rule Name field. Choose whether you want the amount per pay to be a fixed ($) amount or a percent (%) of the gross pay. Enter the amount per pay period.

    Tip

    If you have a monthly premium but you want to enter an amount per pay period, calculate the amount as follows:

    (Monthly Premium) * 12 / # of pays per year

    Example: $100 / month for a bi-weekly paid employee = ($100*12)/26 = $46.15 per pay period

     

    Benefit rules

  15. Set up Your Vacation settings
  16. Image Coming

  17. Review
  18. A checklist of the on-boarding steps will be shown. Review to ensure you've completed all the steps

    Onboarding checklist

     

    You can continue to Edit the Team Member as needed from your team dashboard to add direct deposit or other details.

    Tip

    If you have a started on-boarding a team member but did not complete the steps, the individual will be shown in your Onboarding View

    Select the Team dropdown to see your Team Dashboard options.

     

Uploading Multiple Team Members

 

Select plans support the bulk import of team members using a CSV file. View the template and formating guidelines

 

Upload your completed CSV file by selecting the ellipses on the top menu bar of the Team or On-Boarding dashboard.

Choose Import Employees

Follow the prompts to select your CSV file to add team members or to update YTDs for team members already added.

Click Import once your file has been selected.

You will get a notification of a successful upload or if there are any problems.

After you upload your new team members remember to Edit Team Members to add

  • Benefits
  • Deductions
  • Vacation Settings