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Adding Employees

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

  1. Go to Payroll → Employees
  2. Click "Add Employee" button
  3. Fill in personal information form
  4. Set compensation details and pay schedule
  5. Upload or enter tax withholding forms (W-4)
  6. Add direct deposit information
  7. Assign benefits and deductions
  8. Review and save employee profile

Tip: Employees can update their own information through the employee portal after initial setup.