Employee: Change contact details, pay, status, or tax withholding

After setting up an employee, you can change the employee's contact or tax details at any time.

To change an employee's setup:

1. Go here.
   (Or click the Employees tab.)

2. Click the employee's name.
3. Find the section with the details you need to change or add, and then click Edit:
   • Basics
     Change your employee's name, mailing address, birth date, email address, or phone number.
   • Employment
     Change employment status (like active, terminated or paid leave of absence), work location, or hire date. If an employee does not show up on the Create Paychecks page, make sure their status is set to Active.
   • Pay
     Add a new type of pay (like tips, overtime, or commissions so it shows on the Create Paychecks page), change the rate of pay or add a second hourly rate, or change how often you pay this employee. To change from direct deposit to check, or vice versa, see Change the way I pay my employee.
   • Taxes & Exemptions
     Change information from the employee's W-4 for state and federal taxes including Social Security number, number of allowances, additional withholding amount, filing status (like single, married, or head of household), or exemptions (if any).
   • Deductions & Contributions
     Enter or change employee-paid deductions like retirement savings or medical benefits, or add company-paid contributions for HSAs or medical insurance.
   • Vacation & Sick Pay
     Add sick and vacation pay to an employee, and enter or change the starting balance if there is one.
   • Employee Site Access
     Give the employee access to the PaycheckRecords.com website so they can log in to view their pay stubs.
   • Notes
     Enter anything you might want to remember about this employee (like wife or kids' names!)
4. When you're done with the changes for the section, click OK.

You may also like

• Employee: Change the pay method such as direct deposit rather than a check
• Direct deposit: How to create a manual check instead for just one payroll
• Pay types: Overview of all the types available for employees, like commission, PUCC, tips, or clergy housing
• Direct deposit: Setting up employees
• Contractor: Change email, phone, address, or access to pay stubs

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