The advantage of using the wizard is that it will show all the items you have set up on your account settings like the schedules, positions, compensation levels, etc. This will then be added to the employee's profile.
Tip: Before using this feature it is best to first set up your account under the Settings tab.
You can simply create an employee profile using this feature. However, if you use this option, you'll need to enter all of the employee details manually. For example, the employee's position, compensation, schedule, and shift.
Tip: This option is best for clients with few employees.
This feature lets you import an unlimited number of employees into the system at once. Just follow the format on the employee spreadsheet template found here and save it as an Excel (.xls or .xlsx) file.
Tip: Upon completion please forward the spreadsheet to support@payrollhero.com. One of our client success representatives will verify the information and import it into your account.
There are 3 things that you need to setup in using the Time Clock: Gender, Employee Types and Schedules.
Tip: You can import employees by batch via CSV, make sure to add the gender and employee types column to get you started. There is also an option to import the schedules by batch via CSV.
First, search the employee name through the search box. By clicking on the employee name from the results should take you to the employee profile. There you can find the gender under Personal Data.
Second thing you need is the employee type. We need at least one of this to apply the default thresholds and overtime rules. So navigate through Settings Employee types.
Last thing you need is the schedule of the employee. As mentioned above, you can import employee schedules by batch via CSV or you can do this manually by clicking schedules under the employee profile.
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