Enter name, ID, email, position, department, contract type (employee, contractor, intern, temporary), hire date, salary, currency and pay frequency.
The data payroll uses
Under Employees > New, fill in name, ID document, email and phone, then position and department (create them first under Positions and Departments) and the contract: type (employee under W-2 or CLT, contractor or PJ, intern, temporary or other), hire date, base salary, currency and pay frequency.
The contract type drives the calculation: an employee has their country's taxes and contributions calculated; a contractor is registered and paid through the platform, without employee charges. Position and department print on the payslip and feed the cost reports.
Active in the next payroll
The employee starts with the "active" status and is automatically included in the next open period. If the hire is mid-month, the first period's salary is proportional to the days worked from the hire date.
Portal invitation
On the record, "Invite to portal" emails the employee to create their access. Through the portal they see payslips, clock in and out (when the time clock is enabled), request time off and expense reimbursements and answer surveys. The invitation requires a registered email.