How to Add Employees & Contractors to Payroll
To add employees and contractors to your Payroll:
Click on the Payroll tab in the navigation bar at the top of your Housecall Pro account.
Depending on the size of your browser window, you may need to select the 'More' tab in the upper navigation bar, then select 'Payroll' from the drop-down.
Next, select 'Employees & contractors' from the menu on the left and click the blue 'Add team member' button in the top right corner of the page.
Select an existing team member, or select the "New team member" option, then click 'Add' in the "Add team member" window.
Enter the required information: Date of birth, employment type, start date, address, employee/contractor full name.
Click 'Save' in the top right corner once completed.
Please Note: If you don't run payroll for this employee or contractor, leave all of their payroll fields empty and they will not be processed for payroll. Doing so will exclude them from your monthly payroll bill.
Once saved, your team member will show up in Payroll → Employees & contractors.
If needed, you request the Payroll Admin permission for your team member by reaching out to our Chat Support team via the Blue Chat Bubble in your Housecall Pro account.
📖 Help Center Article:
For more information about Payroll Admins, check out our Help Article, "Controlling Payroll Access" in the HCP Help Center.
How to Send an Onboarding Link to Employees & Contractors
The Payroll onboarding link will allow your employees and contractors to enter their direct deposit information and social security number, and select their withholdings.
Repeat this process for any Employee or contractor who needs to be added to the payroll.
To send the Payroll onboarding link to employees & contractors:
Click on the Payroll tab in the navigation bar at the top of your Housecall Pro account, then select 'Employees & contractors' from the menu on the left.
Depending on the size of your browser window, you may need to select the 'More' tab in the upper navigation bar, then select 'Payroll' from the drop-down.
Locate the profile of the employee you need to send the onboarding link to and click 'Details' on the far right.
Click 'More' in the top right corner of your team member's Payroll profile, then select 'Onboarding link' from the drop-down.
Click the 'Copy' button to copy the onboarding link so you can send it to your employee/contractor in a text message or email, and you're all set!
Why can't I see the date of birth or last 4 digits of my employee's SSN in their profile?
When onboarding your employees/contractors to payroll, we require their date of birth (DOB) and SSN to complete their profiles. Once provided, we send the information directly to Check (our payroll partner) to complete the onboarding, but we don't store a copy on our servers.
For this reason, you'll only see asterisks in place of the DOB and SSN. This is done to visualize that this info was provided earlier, but we can't (and don't need to) retrieve it.
When editing a team member's profile, providing new values for their DOB or SSN will overwrite the existing ones.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.