How to Add/Modify Basic Employee Data

This screen is divided into two tab pages: the Basic Employee Data page and the Cheque Location Override page. The Basic Employee Data tab page is used to add, modify and delete payroll data for an Employee. Employee data must first be established in the Staffing module before being accessed here. Any related payroll data are then added wherever applicable. For security reasons, access to an Employee's record is limited to those who also have access authority to the Employee Group in which the Employee belongs.

Use the following steps to Add/Modify Basic Employee Data:

          1. Click on Payroll

          2. Click on  Employee

          3. Click on Basic Employee Data

          4. Enter a Search parameter, such as Employee ID (If applicable)

                    To View ALL Employee's, Simply click the Find button, with no parameters entered.

          5. Click the Find button at top of the menu bar to see all records in the database.

          6. Select a current Employee ID to modify

          7. Select a Payment Type value

          8. Select a Financial institution value

          9. Select a Bank Account Number value

          10. Select a Print Pay Statements value

          11. Select a Web T4/T4A Consent? value

          12. Enter in any other relevant information on the screen (If applicable)  (Consult the user guides for more information about each field)

          13. Click the Save button to save your changes.

          14. Select the Cheque Location Override tab & Right-click the grey grid below the Employee Group column and Select New Record to add a new record  (If applicable)

          15. Enter in the relevant information within the grid (All fields are Mandatory)  (Consult the user guides for more information about each field)

          16. Click the Save button to save your changes.