Change employee info

There may be times when an employee moves, changes withholdings, would like a different pay type, and so on. Changing employee info works similar to adding a new employee.  Simply change the desired info in the Pay, Profile and Employment sections.

After you add a new employee and pay them for the first time, you can change the employee info.

To make changes to information about an employee:

1. In the left navigation bar, click Employees.
2. Click the employee's name. You'll see a page with information about that employee.
3. Click the pencil icon next to the information you need to change or add:
   Pay

   • Change information on 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)
     • Exemptions (if any)
   • Add a new type of pay (like tips, overtime, or commissions).
   • Change the rate of pay or add a second hourly rate.
   • Change how often you pay this employee.
   • Enter or change employee-paid deductions like retirement savings or medical benefits.
   • Add company-paid contributions for HSAs or medical insurance.
   • Add sick and vacation pay to an employee, and enter or change the starting balance if there is one.
   Profile

   • Change your employee's home address, birth date, email address, or phone number.
   • Enter notes about anything you might want to remember about this employee (like spouse or kids' names!).
   Employment

   • Change employment status (like active, terminated, or paid leave of absence), work location, employee ID, workers' comp class, or hire date.
   • Indicate whether you've filed a new hire report with the state and stored a completed I-9 form in your files for this employee.
4. When you're done making changes, click Done.

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