Add a New Employee, Independent Contractor, or User

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  • Icons display next to contractors, users, agencies, or vendors to indicate the type. Refer to the Icon Legend.

  • When an employee, contractor, user, agency, or vendor is selected, complete the appropriate fields in the screen that displays.

  • All required fields are marked with an asterisk (*).

  1. Click Add_Small.jpg to display a drop-down menu. Select the type of person to add (employee, independent contractor, or user).  

  2. When adding a new employee or a contractor, you are walked through the Add workflow, a guided completion of the minimum necessary screens of data that must be entered before the record can be saved.

  3. Enter the necessary information in the Personal view. This includes Demographics, Address, and Contact sections.

  4. Select CONTINUE to display the Employment View screen.

  5. Enter the Employment Status data for the person. A Hire Date (or Begin Contract Date) is a required field.

  6. Select CONTINUE to display the next required screen.

  7. Federal tax defaults and any state/local tax employee defaults that may have been set up by Paychex at the Company level display in the table. Review each tax. Select EDIT for each tax to make the necessary changes specific to the record being added.

  8. Select NEXT. At this point, the minimum required screens of data are entered and the additional Views available within People become accessible. These include:

* These views only display if you subscribe to the necessary products. Contact your Paychex representative for more information.

Click Learn_More_Icon.jpg at the bottom of this screen for detailed training information and tutorials on using this feature.