Employee setup: frequently asked questions

How do I show that an employee has left?

Go to Employees, edit the employee, open Employee Service, then enter the employee’s last day and reason for leaving.

How do I add employees?

For one employee, open Employees and select Add. For a bulk upload, go to Settings → Employees → Employee Bulk Import, download and complete the template, choose the pay period, and upload the file.

How do I change an employee’s pay period?

Edit the employee, open Basic Info, choose the new pay period and save.

How do I reinstate an employee?

Filter the employee list for deactivated employees when necessary, edit the employee and select Reinstate or Cancel Termination.

How do I activate the Employee Portal?

Edit the employee, open Basic Info, enable Self Service and save. The employee receives instructions at their registered email address.

Can I move an employee to another pay period?

Yes. Edit the employee’s Basic Info and choose the new value from the Pay Period dropdown.