Employee Management - Sept. 7, 2021 - User Access

Sep 22, 2026

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Employee Management guide dated Sept. 7, 2021 explains how to create and control employee data workflows, centered on user access, onboarding setup, and profile management. It covers permission granting through User Access and Security, editing employee management permissions, and managing features for new hires. The guide also describes standardized onboarding using New Hire Templates and Self-Onboarding, including email invitation, welcome messaging, personal information capture, document handling, and progress monitoring across batches.

LanguageEnglish

CategoryResumes

FormatPDF

Pages146

Reading Time51 min

AccessFree to download

User Access

Modify Users

Set Up Employees

Creating a New Hire Template

Auto-Generate Badge Numbers

Include on New Hire Report

Self-Onboarding

Email Invitation

Welcome Message

Personal Information

Documents

Inviting an Employee to Complete Self-Onboarding

Monitoring Self-Onboarding Progress

Manage Employees

New Hire Guided Setup

New Hire Batch Actions

New Hire Import

New Hire Reports

EMPLOYEE MANAGEMENT Sept. 7, 2021 TAB L E OF CO NTE NTS User Access ................................................................................................... 5 Set Up Employees................................................................................... 13 Creating a New Hire Template Auto-Generate Badge Numbers Include on New Hire Report Self-Onboarding Email Invitation Welcome Message Personal Information Documents Inviting an Employee to Complete Self-Onboarding Batch Send Self-Onboarding Invitations Monitoring Self-Onboarding Progress Employee View Manage Employees .............................................................................. 44 New Hire Guided Setup Step 1: Personal Information Step 2: Work Information Step 3: Supervisors Step 4: Pay Information Step 5: Paycheck Deposit Step 6: Taxes Step 7: HR Information Step 8: Custom Fields New Hire Batch Actions New Hire Import Back to TOC Visit the Help Menu for the most up-to-date version of this guide. Employee Management | 2 Make Employee Changes Advanced Filters Employee Menu Form 1: Demographics, Pay Rates and Taxes Employee Demographics Labor Allocation Employee Pay Rates Employee Other Employee Taxes Taxes by Geolocation Form 2: Scheduled Earnings and Deductions Scheduled Earnings Piece Rate Units Scheduled Deductions Scheduled Garnishments Form 3: Dates and HR Employee Dates Human Resources Information Contact Information Organizational Relationships Government Reporting Sensitive Compliance Fields Form 4: Percentage Labor Distribution Form 5: 3rd Party Payees Form 6: Accrual Information Form 7: Employee Photo Form 8: Custom Fields Form 9: Employee Self-Service® Form 10: Time and Attendance Form 11: Direct Deposit Form 12: Year-to-Date Totals Back to TOC Visit the Help Menu for the most up-to-date version of this guide. Employee Management | 3 Form 13: Employee Benefits Form 14: Dependents and Beneficiaries Dependents Beneficiaries Form 15: Documents Form 16: Checklists Form 17: Year-End Tax Forms Form 20: Compensation and Performance History Form 21: Learning Updating Forms Employee Profile Employee Self-Service® Preview Batch Edit Effective Dating Add Additional Fields Add Preferred Name to Employee Records Employee Directory Employee Change Import (EMI02) Creating the Import Importing the File Tax Code Geolocation Import New Hire Reports ................................................................................. 144 New Hire Audit Report New Hire Missing Fields Report New Hire Profile Report Back to TOC Visit the Help Menu for the most up-to-date version of this guide. Employee Management | 4 Having a standard, organized onboarding process in place is crucial to making a great first impression. With Paycom, you can create New Hire Templates and use Self-Onboarding to give your new hires the best possible onboarding experience. This guide will walk you through how to make changes to an employee’s profile. We will review all of the employee forms, explaining what each form contains, as well as review the different search options. After reading this guide, you will be the master of navigating and managing your employee’s information! User Access To grant and control user access to Employees, first click “User Access and Security” from the User Options tile on the main menu. From the User Access and Security menu, click “Modify Users.” Back to TOC Visit the Help Menu for the most up-to-date version of this guide. Employee Management | 5 From the Permission Profiles tab, click into the profile you wish to edit. Click the “Employees” tab on the left to view Employee Management permissions. From here, check the box next to the appropriate permissions to determine the access level. We’ll explain what each permission controls so you can ensure your users hav

FAQs

How is user access for Employees granted and controlled?

Access is managed from the User Options main menu by clicking “User Access and Security,” then choosing “Modify Users,” and selecting the Employees permission level in the Permissions Profiles tab.

What is a New Hire Template used for?

A New Hire Template grants users access to make changes to the template and supports onboarding by defining what new hires will be prompted to complete.

How does Self-Onboarding for new hires work at a high level?

Self-Onboarding uses email invitations and a welcome message to guide new hires through personal information, documents, and other onboarding steps, with progress monitored afterward.

Sep 22, 2026

Upload by Aran