Add Employee Information

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

Have all employee forms handy as you enter information. You must have accounting administrator permissions to perform this task.
  1. Click Accounting > 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.

Set up this employee's history. If you saved and closed, you must edit this employee instead.