Set up payroll for office employees

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Overview

Set up your office employees for Office Timesheets so you can track working hours and run payroll.


Who uses this feature

  • Administrators

Feature configuration

Things to know

  • If you use Payroll Sign-off, make sure managers have their permissions enabled to review payroll for the employees they manage.

  • Set up timesheet codes to track time for all non-job events used by your office employees.

  • You can set or update employee payroll settings in bulk by going to SettingsA simple icon representing a settings gear. > People > Payroll and clicking on Employee Payroll Settings. For more, see Manage employee payroll settings.

Add payroll settings

  1. Go to the top toolbar and click Settings A simple icon representing a settings gear. .

  2. In the side panel, go to People > Employees.

  3. Click Edit for the employee you want to add payroll settings for.
    Employee management table displaying names, usernames, roles, and action options for editing.

  4. Click the Payroll tab.
    Editing employee details with a focus on the Payroll section.

  5. Select the Include in Payroll option for this employee. This allows the employee to be included in your payroll. New employees are excluded by default from payroll. Enable this option to include them in payroll.
    Toggle switch for including an employee in payroll settings with explanatory text.

  6. Enter the employee’s payroll details:
    Payroll form displaying employee details, including ID, business unit, and hourly rate.

    1. Payroll Id: Enter a unique identifier for the employee. This can be useful when filtering Master Pay File reports.

    2. Payroll Business Unit: Enter the Business Unit the employee’s earnings should be associated with.

    3. Manager: If you use Payroll Sign-off, you can assign a manager to review and approve payroll.

    4. Start Date: Enter the employment start date for the employee.

      Note: You can also enter a Termination Date if the employee no longer works for your company.

    5. Hourly Rate: Employee’s gross hourly wage.

    6. Overtime: Select an overtime profile from the dropdown. For a detailed explanation, see Understand overtime profiles.

  7. Click the Permissions tab. Then scroll down to the Payroll & Admin section.

  8. In the Timesheets section, select View employee time tracking and edit page. This gives them view access to the Time Clock and their timesheets.
    Permissions settings for employee timesheet access and editing options displayed on the screen.

  9. (Optional) Select Employee can edit their own timesheets to grant edit access to their own timesheets.
    Employee permission settings for editing their own timesheets highlighted in the interface.

  10. When you’re finished, click Save Changes.