Track and update employee onboarding, type and payroll inclusion
After the business onboarding set up is complete, you will see the business details in a tab view, allowing you to navigate to each tab to view the details and edit them wherever necessary.
To view the onboarding status of the employees:
Navigate to the Employees tab to view the onboarding status of the employee.
The Onboarding status column lists the current status of the employee onboarding.
Note: Hover over the Need Attention status to view which details need attention.
Search or filter employees based on their onboarding status.
Click the filter icon and select the status.
Click Save.
Click the employee’s name to update the details.
Note
You can update the Employment type (Regular or Contractor) until the first payroll is run.
View, search for, filter employees and include or exclude from payroll
Hover over the employee name to view employee details.
Search employees with their names or filter based on their Employment Type, Employee Status, Onboarding status and Centers they are associated with.
Update employee type (Regular or Contractor).
Note
You can update the Employment type (Regular or Contractor) until the first payroll is run.
Click Not included in payroll next to Search to view the list of employees not included in the payroll.
Update payroll inclusion or exclusion.
