Training- Adding and Updating Payroll Information

Training- Adding and Updating Payroll Information

Purpose

  1. To explain how to add individuals to the payroll tab, and update their payroll information. 

Video 





Directions

1. Click on Training> Training Classes.






2. Click on Add Class.


Click on Add Class.



3. Fill out the Class and Objectives tabs. When done, select the Attendees tab. 


Fill out the Class and Objectives tabs. When done, select the Attendees tab.





4. Click on Add Attendee.


Click on Add Attendee.



5. Choose the individuals who you will be adding and select the arrow to add them to the class. When done, click Save. 


Choose the individuals who you will be adding and select the arrow to add them to the class. When done, click Save.



6. Click on Payroll Summary tab. 


Click on Payroll Summary tab.



7. Click on the pencil to edit the individuals payroll information. 


Click on the pencil to edit the individuals payroll information.



8. Fill in the relevant information and click save.


Fill in the relevant information and click save.



9. To update multiple users at once, select the checkmark at the top and select update. 


To update multiple users at once, select the checkmark at the top and select update.



10. Choose a field to update from the list. 
  • You can select either a single or multiple fields to update. 


Choose a field to update from the list.



11. Click on Continue.


Click on Continue.



12. The field will appear, and you will be able to bulk update. When you are done, select save. 


The field will appear, and you will be able to bulk update. When you are done, select save.


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