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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Employees

Assign Jobs to an Employee

Take the jobs you've set up, and select the ones that apply to each employee.

  • You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.
  • You must set up your jobs before you can assign them.
  • If you clicked Next from the previous section and have not exited, disregard the first two steps.
Only add an employee's regular job here. You will add one-time jobs on individual employees' timesheets.
  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 Jobs tab, enter this employee's main pay schedule. If they work multiple job at different frequencies, this serves as the pay schedule for tax calculation.
  4. Select or add a new job title.
  5. Complete the fields so that this employee's pay accurately displays per period. If this is an hourly position, enter the Default Hours and the Overtime Rate in addition to the other fields. See more information on hourly and salaried rates below.
  6. Click Add. Repeat these steps to assign additional jobs.
  7. If you want to continue with this employee, click Next: Tax Information. If you want to return to this later, click Save & Close.
    Tip: If an employee is hourly, their rate is displayed per hour. This is also true for their default overtime rate. These rates will display on your employee's timesheet as soon as they're loaded into it.

    For a salaried employee, the rate is what they earn per year. When payroll is run for a salaried employee, their amount earned per pay period will be calculated based on their annual rate.

Assign Another Job to an Employee

Assign additional jobs to your employee.

  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 Jobs tab, click Add Job.
  4. Complete the fields so that this employee's pay accurately displays per period. If this is an hourly position, enter the Default Hours and the Overtime Rate in addition to the other fields.
    Note: This is not intended for jobs that employees only perform once. You will add one-time jobs to your employees' timesheets instead.
  5. Click Add. If this employee works even more jobs, you can repeat the previous two steps and this one to add more.

If this employee is now a minister, edit their employee and tax information to reflect their new ministerial position.

Edit an Employee's Job

Edit an employee's job if they're promoted or change jobs within the church.

  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 Jobs tab, click the ellipsis icon beside the job you want to edit and select Edit.
  4. Complete the fields so that this employee's pay accurately displays per period. If this is an hourly position, enter the Default Hours and the Overtime Rate in addition to the other fields.
  5. Click Save.

If this employee is now a minister, edit their employee and tax information to reflect their new ministerial position. Additionally, update their history to reflect the change if necessary.

Remove an Employee's Job

If an employee no longer works in a certain area, delete their job.

  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 Jobs tab, click the ellipsis icon beside the job you want to remove and select Remove. If the employee associated with this job is part of a payroll run, you cannot remove it until you remove the employee from the run and timesheet group or the run is complete.
  4. To confirm the removal, click Remove.
    Note: You cannot remove a job that is part of a timesheet group.
Payroll

Last updated: March 5, 2024

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