How to Add New Employees to Payroll
Last updated: May 28, 2026
Overview
Adding a new employee to the payroll system requires completion of the employee profile, including payroll setup details such as pay structure, banking information, benefits, allowances, and tax configuration. Completing all required sections ensures the employee is properly configured for payroll processing.
How to Add New Employees to Payroll
Step 1: Access Employee Setup
Navigate to the Payroll dashboard.
Select Settings.
Click Employees & Contractors.
The employee setup window will open, beginning on the Details tab.
Step 2: Complete the Details Tab
Enter all required employee information.
Complete all fields marked with an asterisk (*).
Select Continue to proceed through the remaining setup tabs.
Step 3: Complete the Remaining Tabs
Enter the required information in each of the following sections:
Section | Description |
|---|---|
Bank Account | Add the employee’s banking information for payroll deposits. |
Pay Rates | Configure the employee’s pay structure, including hourly or salaried compensation. |
Benefits | Assign any applicable employee benefits. |
Allowances | Add eligible allowances such as travel or meal allowances. |
Tax Details | Configure specific employee tax properties and overrides |
Tax Forms | Configure tax forms properties, such as TD1 forms where applicable. |
Step 4: Finalize the Employee Profile
Review all entered information to ensure required fields are complete.
Select Continue to finalize the employee profile setup.
The employee profile is now ready for payroll processing.
Key Details or Requirements
All mandatory fields marked with an asterisk (*) must be completed before the employee profile can be finalized.
Banking and tax information should be verified for accuracy prior to payroll processing.
Benefits and allowances should only be assigned if applicable to the employee.
Important Considerations
Incomplete employee profiles may prevent successful payroll processing.
Tax configuration should align with the employee’s completed TD1 forms and payroll requirements.
Payroll administrators should review employee setup details carefully before the first payroll run.
Summary
Employee setup involves completing all required profile sections, including personal details, banking information, pay structure, benefits, allowances, and tax configuration. Once finalized, the employee is available for payroll processing within the system.