Payroll Relief: How to Enter New Employees and Contractors
ADD NEW EMPLOYEE/CONTRACTOR IN PAYROLL RELIEF
Add a New Employee into Payroll Relief
Login under admin access
Link: app.payrollrelief.com
Right menu : people icon: ‘employees’
Now you should see the screen: 'Employee/Contractor Setup’ screen.
Login under admin access
Link: app.payrollrelief.com
Right menu : people icon: ‘employees’
Now you should see the screen: 'Employee/Contractor Setup’ screen.
Adding New Information:
Ensure that you have selected "Employee" or "Contractor" from the field to the left of the employee/contractor name drop-down list.
For a new employee, click 'Add Employee' at the bottom action bar. (+ Sign)
Entering Data: Fill in the fields as follows:
Social Security Number (SSN): Enter the employee's SSN. For contractors, choose between SSN or EIN and input accordingly.
Personal Information: Enter full name, address, gender, date of birth, and race/ethnicity (for workers' compensation purposes).
Contact Details: Add phone numbers and email addresses.
Portal Access (Optional): For enabling employee/contractor portal access, select 'Allow Access' and assign a login name.
*You can enter an SOC code if applicable by state law.
Setting Up Employment Information
For Employees:
Accessing Employment Setup: Go to 'Employee/Contractor Setup>Employment'. Use the Employee icon to navigate if necessary.
Filling Employment Fields:
Employment Type: Choose between Full-Time or Part-Time.
Specific Indicators: Indicate if the employee is a corporate officer, seasonal, statutory employee, etc.
Compliance Dates: Enter critical dates like Hire Date, Last Review Date, and Termination Date.
Job Information: Add job title and classification.
Status: Mark the employee as Active or Inactive.
Saving the Information: Click 'Save' after entering all details.
For Contractors:
Contractor Specific Fields:
Indicate the work state and whether the contractor is subject to federal withholding, state withholding, and workers' compensation.
Input contract date, W-9 date, and job title.
Specify if the contractor should not generate Form 1099.
Status and Notes: Mark as Active or Inactive and add any additional notes.
Saving Contractor Information: Click 'Save' to finalize the entries.
Saving and Managing Portal Access:
Accessing Employment Setup: Go to 'Employee/Contractor Setup>Employment'. Use the Employee icon to navigate if necessary.
Filling Employment Fields:
Employment Type: Choose between Full-Time or Part-Time.
Specific Indicators: Indicate if the employee is a corporate officer, seasonal, statutory employee, etc.
Compliance Dates: Enter critical dates like Hire Date, Last Review Date, and Termination Date.
Job Information: Add job title and classification.
Status: Mark the employee as Active or Inactive.
Saving the Information: Click 'Save' after entering all details.
Contractor Specific Fields:
Indicate the work state and whether the contractor is subject to federal withholding, state withholding, and workers' compensation.
Input contract date, W-9 date, and job title.
Specify if the contractor should not generate Form 1099.
Status and Notes: Mark as Active or Inactive and add any additional notes.
Saving Contractor Information: Click 'Save' to finalize the entries.
Click 'Save' to store the information.
Click 'Save' to store the information.
Other Notes
Utilize 'Reset Password' for existing employees or contractors to generate a new portal password.
Additional Employee Details: For employees, indicate their location, department, and group if available.
Note: Ensure compliance with the Social Security Number Verification Service for accuracy in employee details. Regularly check the Dashboard for any flagged issues.
Utilize 'Reset Password' for existing employees or contractors to generate a new portal password.
Additional Employee Details: For employees, indicate their location, department, and group if available.
Note: Ensure compliance with the Social Security Number Verification Service for accuracy in employee details. Regularly check the Dashboard for any flagged issues.
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