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.
A. From the left-hand menu, select Employees.
B. Click the Ellipses of the employee you’d like to check.
C. Select Profile.
The top menu bar will show you the options for the employee fields. Click on a section to work there. You will find the list in each section below.
D. Click on Basic Information.
Basic Information: Employee name, SIN, date of birth, contact information and PayChequer access.
E. Click on Employee Management.
Employee Management: Date of hire, employee type, position, marital status and gender.
F. Click on Payroll.
Payroll: Pay details, vacation, tax details, deductions, benefits and pay history.
G. Click on Payment Details
Payment Details: Direct deposit information.
Note: In some cases, there may be multiple choices for the employee's bank, which 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 the 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.
H. Go back to the employee list by clicking the back button on each section.