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Once you have added a new Team Member you may need to edit them to add banking details, update pay details or add/remove benefits or deductions.  All of these are simple to do from your Team Dashboard.

On your Team Dashboard select the on the Team Member you would like to Edit.

Choose Profile.

Alternatively, just click anywhere on the employee line to open their profile.

Alternatively just click anywhere on the line and it will open their profile. 

Employee Sections

The top menu bar will show you the options for the employee fields, click on a section to work there.  The list below is what you will find in each section.

Basic Information: Employee name, SIN, date of birth, contact information and PayChequer access

Employee Management: Date of hire, employee type, position, marital status and gender

Payroll: Pay details, vacation, tax details, deductions, benefits and pay history

Payment Details: Direct deposit information

Pro Tip: In some cases there may be multiple choices for the employee's bank and this can lead to confusion if you aren't sure which one to choose.  If the bank you are choosing has multiple choices and you aren't sure which one to choose, you can override the bank choice by using the following steps.
1. Type in the bank number.
2. Do NOT click Tab or Enter on your keyboard.
3. Click anywhere else on the page.
4. Enter Branch and Account Number
5. Click Save. 
 
This will save employee bank numbers as entered and override the requirement to select which bank if there are multiples with the same number.  

Notes: free form entry

Navigation

Go from one section to the next by clicking on the heading.

Go back to the employee list by clicking the back button on each section

 

Search for other Team Members by using the team profile manager to search