If a new hire can’t finish their payroll onboarding, managers or admins can step in to help.
From the Team tab, you can open their payroll setup link, walk through the remaining fields with them, and ensure their onboarding is completed correctly so they’re ready to be paid.
Help new hires complete payroll onboarding
If a new hire is having trouble completing their onboarding information, you can step in and assist them. Here’s how:
In team view, click the Team tab.
Go to the Onboarding tab and, find the employee record and click on their name.
Select the three-dot menu ••• in the upper-right corner, then select Open Payroll setup link to access the page where they can complete their setup.
Guide them through the remaining steps to ensure their onboarding is complete.
Track payroll onboarding progress
As a manager, you can monitor your team's payroll onboarding progress in the Team tab. Follow the steps below on how to track employee's payroll onboarding progress:
In team view, click the Team tab.
Go to the Onboarding tab to view all employees that haven't completed their company and payroll onboarding.
Once in the Onboarding tab, you have 2 options on how to find the employee:
Search: You can search by name and location.
Filter: If you click on the All Filters button, a side view will appear with all the ways you can filter the employees. This includes specific task status, job title, start date, location, onboarding process, and progress.
Use the Action Required filter to quickly identify team members who still need to complete their payroll onboarding.
Once you found the employee record, there are two ways to track their payroll onboarding progress:
Team tab: If there is a red icon in the Action column, that means the employee hasn't finished their payroll onboarding. Click on the red icon to see what is missing.
Employee record: Click on the name to open the employee record. Then at the top, if there is a red banner, stating Payroll setup required. Then it means that the employee hasn't finished their payroll onboarding.