How to Add an Employee to Payroll

In order to make sure your team gets paid, Homebase requires important information to be entered correctly for each employee.

Ensure that the employee has: 

1. The required fields in their Personal Information profile completed.
2. Their withholdings have been added.
3. The correct wage, role, and start date.

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Personal Information & Job Details Breakdown

Note: This information can be entered during or after an employee is added to your team.

Tax Classification	Personal Information tab	Job Details tab
W-2 Employee	Legal Name Date of birth Social Security Number Home address Tax withholding	Start date Wage Role Tax Classification (W-2 or 1099) Team member is included in payroll

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How to Add Personal Information

For Payroll Information

1. Click Team on the left side of your screen.
2. Click the name of the team member you need to add information for.
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3. Click Personal Information near the top of the page.
4. Click the purple edit button to the right of Payroll Information.
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5. Enter in the employee's Legal Name, Date of Birth, Social Security Number, and Home Address.
6. Click Save.
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For Tax Withholdings

Add federal withholding and state withholding elections (if applicable) after adding the home address. If you do not have this information, Homebase will withhold those taxes at the default rate.

1. From Personal Information in the Team Profile scroll down to the bottom of the page.
2. Under Federal W-4 either fill out the form on behalf of the employee or send them a copy to fill out digitally.
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   2. Note: This process can be repeated for State Tax forms if applicable.

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How to Add Job Details

Access Roles & Wages

1. Click Team on the left side of your screen.
2. Click the name of the team member you need to add information for.
3. Click Job Details near the top of the page.
4. Click the purple edit button to the right of Access, Roles, and Wages.
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5. Enter in the employee's Start Date, Role they work, amount of Wage they make, and the Date that wage took Effect.
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6. The Include in payroll (by location) ensures that the employee will populate within every payroll run. 
   1. If you are only tracking time for an employee, you can turn this toggle off. 
7. Click Save.

Payroll Information: Tax Classification

1. On the Job Details page scroll down to Payroll Information.
2. Make sure the employees is Included in Payroll by clicking the purple toggle.
3. Select the correct Tax Classification, either W2 Employee or 1099 Contractor. 
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Additional Employee Information

If an employee is a corporate officer or a family member of the owner, they may be required (in some states) to elect to be taxed as an S corporation shareholder.

Note: If the employee added is not a corporate office or family member select No and enter the base date of 01/01/1900.

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How to Confirm an Employee is Ready for Payroll

1. Click Payroll on the left side of the screen.
2. Scroll down to the Make your team payable section.
3. If an employee is Ready to be paid, it will say so under the Status column. If they aren't ready, the status will read Missing payroll information.