How to send completed employee information to People Directory and Payroll
1. Once your new employee has completed their Employee Registration Guide, their Status in Onboarding will change to COMPLETE. Click the employee's name to open their onboarding profile.
2. In the employee's profile, you can review the information completed by the employee on the Employee Registration Guide by clicking on the pencil icon. Once you are ready to create the employee profile in People Directory and Payroll, click Send to HR.
3. Success! Click Confirm. Your new employee's profile has now been created.
Next Steps
Now that you've added the employee to the payroll system, you will want to add more information before running payroll.
- To add a compensation policy, check out our article on How do I set up or adjust an employee's compensation.
- To set up taxation details, check out our article on How to configure tax settings for an employee.
- To add contact information & set up pay-stub delivery, check out our article on How do I update employee contact information.
- To manage payroll instruction specifications for this employee, check out our article on How to manage payroll specifications for an employee.
There are also optional setup details which may or may not apply to your company.
- If you want to add additional departments for the employee, check out our article on How do I specify what departments my employee works in.
- To change the employee's position, check out our article on How do I change an employee's position.
- To add custom field information, check out our article on How to complete custom fields for an employee.
As of their start date, your new employee will be able to login to People Directory & Time Off using the credentials they set up during the Onboarding process. You are also able to send your new employees an invitation to login to People Directory & Time Off—check out our article on How to invite employees to People Directory & Time Off.
If you need to change the employee's email address used to login from their personal email to their work email, please file a ticket with our support team.