How do I add and manage Employees?

Add Employees to your account so you can run Payroll for them as needed. You can create Employees manually or upload several Employees’ information in bulk.

• Add Individual Employee
• Bulk Upload Employees
• Manage Employees
• FAQs

To access your Employees, use the below steps:

1. Click on the Catalogs section
2. Then click on the Employees sub-section.

Add Individual Employee

Add an individual Employee with these steps:

1. Click on the Catalogs section
2. Then click on the Employees sub-section
3. Next, click on the + Add Employee link
   
4. Enter the Employee’s First and Last Name
5. Next, enter the Employee’s CURP (Unique Population Registry Code) and RFC (Federal Taxpayer Registry - Tax Identification Number)
6. Enter the Employee’s mailing address and Email address
7. Next, choose a Group and Branch
8. Then select Type of Contract, Contracting Regime, Type of Shift, Bank, Key, and Payment Frequency
9. If needed, add the Department and Position
10. Next, enter the Employee Number
11. Click Save and your new Employee will be added to your list of Employees.

Bulk Upload Employees

Add several Employees at once by uploading a file with these steps:

1. Click on the Catalogs section
2. Then click on the Employees sub-section
3. Next, click on the Bulk Upload Employees link
   
4. If you need a template, click on the Bulk Download Example link to get a .zip file with instructions and a CSV template
   
5. Once your file is ready, click on the Upload CSV File link
   
6. Select your CSV
7. Then click on the Process File button. If needed, click on the Process Status link to track your file upload. Once the file is finished processing, your new Employees will appear for you to manage.

Notes:

• Altering the order of columns and their labels in the template will result in the file not being uploaded
• Only .CSV file format is accepted

Manage Employees

Keep track of your Employees with these actions:

• Search - Enter a specific Employee’s name and click Search
• Select Group
  • Add Group - Click on the + icon to create a new group and click Save
  • Edit Group - Choose a group from the dropdown, then click on the pencil icon to update the name and click Save
  • Delete Group - Choose a group from the dropdown, then click on the X icon to delete the group
• Delete - Click on the X icon to delete the Employee
• Edit - Click on the pencil icon to edit the Employee’s information and group

FAQs

How do I export my list of Employees?

You can export a CSV file of all your Employees with these steps:

1. Click on the Catalogs section
2. Then click on the Employees sub-section
3. Next, click on the + Bulk Upload Employees link
   
4. Click on the Download in .CSV link and a CSV file will download.