Add Employee Information

Enter any basic information that you have on file for your employees.

You must have accounting administrator permissions to perform this task. Have all employee forms handy as you enter information.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Click Add Employee.
  3. Enter the employee's name. If the employee already has a Realm profile, a list of potential matches will display. If you click a name, that person's available information is automatically entered.
  4. Select if he or she is a minister. See what this check box affects below.
  5. Enter the employee's home address, so their tax details display accurate information based on their location.
  6. While the other fields are optional, complete them with all you know about the employee.
  7. If you want to continue with this employee, click Next: Employment History. If you want to return to this later, click Save & Close.
    Tip: Is this person a minister?

    Select this check box to swap federal and state taxes for ministerial taxes in the Tax Information tab. It's important to select the box here if you want your minister's tax information to be accurate.

In this video example, we begin to add a minister's employee and tax information.

Edit Employee Information

Edit an employee's basic information to reflect any life changes that may have occurred.

You must have accounting administrator permissions to perform this task.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Either click the employee's name, or click the ellipsis icon beside an employee and select Edit.
  3. On the Info tab, click Edit Employee Information.
  4. Update any information that changed.
  5. Once you're satisfied with your edits, click Save.
    Note: If this employee moved to another state, make sure his or her taxes are up-to-date. Perhaps your church is close to the state border, or the employee moved. These are factors to consider when updating the primary address.

Make an Employee Inactive

Make an employee inactive if they're expected to return to their position after a break.

You must have accounting administrator permissions to perform this task.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Either click the employee's name, or click the ellipsis icon beside an employee and select Edit.
  3. On the Info tab, click Edit Employee Information.
  4. Clear the Active check box.
  5. Click Save. This employee's information will be preserved inside the Inactive tab and can be restored later.