Staff Manager Overview

The Staff Manager section of the HR Module will allow you to quickly and easily set up new employees, as well as keep your current employees’ information up-to-date.

It contains the following sub-categories:

• Demographics

• Payroll — Employment contract information including contract terms & attributes and payment attributes

• HR Info — General HR attibutes, federal, state & additional withholding, direct deposit, background checks, designated leave policy, and benefit program elections

• Leave — Accruing, initializing, adding adjustments, and reviewing detail of leave taken & available

• Roles — Teaching campuses and responsibilities

• Certifications

• Contact Info

• Documents

Process to add new employees

Complete steps 1-3 in the order given in order to avoid errors when running payroll.

1. Enter demographic data.

2. Enter payroll information and positions.

3. Enter HR information, including the employee's deductions and leave group.

• Edit general HR attributes

• Add federal withholding elections

• Add state withholding elections — While there is currently no state income tax in Texas, you may need to enter state withholding information if the employee lives in a state that does withhold income tax.

• Add payment elections — Defaults to live check; edit the payment elections if the employee wants direct deposit.

• Add leave policy elections — Use this window to assign the employee to a leave category/group.

• Add benefit program elections

• Enter additional allowance elections

4. Enter background checks.

5. Setup the leave bank.

6. Add roles.

7. Enter contact information.

8. Add certification information, if applicable.

Additional HR topics & functions

About splitting the direct deposit between accounts

About benefit programs

COVID-19 screening for staff

Return to Human Resources Overview