Add employees to your SyncBooks account to manage payroll and benefits.
Employee Information Required
- Personal Details: Full legal name, date of birth, SSN
- Contact Info: Email, phone, home address
- Employment: Job title, department, start date, employment type
- Compensation: Salary/hourly rate, pay frequency, overtime eligibility
- Tax Info: W-4 form, state withholding, local taxes
- Banking: Direct deposit account and routing numbers
Step-by-Step Process
- Go to Payroll → Employees
- Click "Add Employee" button
- Fill in personal information form
- Set compensation details and pay schedule
- Upload or enter tax withholding forms (W-4)
- Add direct deposit information
- Assign benefits and deductions
- Review and save employee profile
Tip: Employees can update their own information through the employee portal after initial setup.