How to add an employee to Payroll
To add an employee to Payroll, you will have to follow a different set of steps depending on which Rise features your organization uses.
My organization only uses Rise Payroll
If your organization only uses Payroll, you can add employees directly through Payroll.
1. Navigate to Payroll, then click Employees.
2. Scroll to the bottom of the page, then click Add Employee.
3. On the Employee Maintenance screen, fill in the employee's information and then click Next.
4. In the Compensation tab, fill in the required information, then click Save.
5. The employee's profile has now been created. You can now add additional required information for the employee's payroll profile.
6. On the Compensation tab, you can add further pay information for the new employee.
7. On the Financial tab, you can input the employee's banking information to set up direct deposit. Check out our article on How to set up an employee's financial information for more details.
8. On the Tax tab, you can input the employee's tax profile. For more information, check out our article on How to configure tax settings for an employee.
9. On the Contact Points tab, you can add the employee's contact info. For more information, check out our article on How do I update employee contact information.
10. On the Positions tab, you can add or remove an employee's job title. Select a position from the list of available titles, then use the left arrow to move it to the Assigned box. Select the employee's Default Position from the dropdown - you will be able to choose from the assigned positions. Click Save when your changes are complete.
11. On the Payroll Instructions tab, you can adjust the employee's payroll specifications. For more details, check out our article on How to manage payroll specifications for an employee.
12. On the ROE History tab, you can issue an ROE for an employee or view an existing ROE. For more details, check out the Creating an ROE from the employee tab section of our How to issue an ROE article.
13. On the Document Delivery tab, you can set up automated delivery of pay stubs and tax forms to the employee's email address. For more details, check out the Setting up document delivery section of our How to set up document delivery (electronic statement of earnings and tax forms) article.
14. On the Reports tab, you can view reports detailing an employee's payroll history. For more details, check out our How to review an employee's payroll history article.
15. On the Custom Fields tab, you can fill in any user-defined fields that your organization has set up. For more details, check out our How to complete user defined fields for an employee article.
My organization uses Rise Payroll and HR
Payroll information can be added to an employee’s profile when they are first added to the People Directory. If you choose not to add payroll information for an employee at the time of creation, you can add it later from the payroll tab on their employee profile. For help with adding new employees to the People Directory, check out our article on How to add a new employee.
If you’re in the process of adding a new employee to the People Directory, skip to step 4.
1. Navigate to People by clicking the icon in the left-hand navigation bar.
3. Search for the employee you wish to add payroll information to and click on their name to open their profile.
4. Navigate to the Payroll tab on the employee’s profile, and click Enrol in payroll.
Note that only payroll admins will be able to see the Payroll tab on an employee's profile. Contact your Rise administrator if you need access to payroll admin privileges.
5. In the pop-up window, enter the employee’s payroll information in the fields provided. All fields are required.
6. Enter the employee’s address of residence in the fields provided.
7. Click Create employee profile to save the employee’s payroll information. You will now be able to manage the employee’s payroll profile from the Payroll tab.
How to set up an employee in payroll
Please follow these steps in chronological order before attempting to process payroll. 1. If you created payroll profiles for your employees when you added them to the People Directory, you won’t need to add them again to payroll. However, if you ...
How to manage payroll specifications for an employee
If a payroll instruction exists for your company as a whole, it is set up in one of two ways; applicable to all employees, or applicable to only those it is added to. If set up as applicable to all employees, the payroll instruction will appear as a ...
How to add payroll instructions to the input sheet
Adding an instruction to the input sheet If a payroll instruction is not scheduled to appear on this run (or potentially not scheduled to appear on any run by default, as is the case with "occasional" payroll instructions) it will be available to add ...
How to add payroll instructions
Adding a provider level payroll instruction 1. Select Payroll from the side menu, and click on Payroll Setup. 2. Choose the button Add Payroll Instruction from Provider Library. 3. Select the payroll instruction you need from the list available in ...
How to set up new positions for your company
Note that this article is only relevant to Payroll-only users. If you use both HR and Payroll through Rise, follow the instructions in our article on How do I change an employee's position to set up new positions for employees within your ...