Create an Employee Record

To create an employee record:

In the Employee Records window

  1. Open the Employee Records window. How?
      1. In the Home window, click Employees & Payroll on the navigation pane.
      2. In the Tasks pane, right-click the Employees icon and select Add Employee from the menu.
  2. In the Employee box, type in the employee's name.
  3. On the Personal tab, enter the employee's birth date.
  4. On the Taxes tab, in the Tax Table list, select the state or territory in which this employee works.
  5. On the Income tab, in the Pay Periods Per Year list, select the number of times this employee gets paid.
  6. Click Save and Close.

In the Setup Guide

  1. In the Home window, open the Setup menu, select Setup Guide, and then click Employees.
  2. In a new line, type the Employee Name.
  3. Press Tab to move to the next cell and enter the employee's basic personal information.
  4. To enter payroll details for this employee, double-click his or her name, enter the appropriate information, and then click Save and Close.
  5. Repeat steps 2-3 to add another employee or click Close if you are finished.

Note: You can also add an employee "on the fly" when you process a paycheck for an employee who has not been recorded in your Sage Simply Accounting company file.

What do you want to do?

Add the employee's mailing address

Select an employee's preferred language

Enter an employee's employment termination date

Assign a department to this employee (Premium)

Assign a job category to this employee

Assign an expense group to this employee (Premium)

Add or change memos in an employee record

Add or modify additional information

Modify the tax table used to calculate your employee's payroll taxes

Add or modify an employee's tax information

Modify the settings used to calculate an employee's income

Modify the settings used to calculate an employee's deductions

Add or modify employer-paid (user-defined) expenses on an employee's paycheck

Modify the settings used to calculate an employee's entitlement

Add or modify an employee's bank account information for direct deposit

Print a W-2 Form

Print a 499R-2/W-2PR Form