Below is a step-by-step on how to get an employee added to Payroll at Housecall Pro.
Go to the My Money tab
Click on the Employees and Contractors tab, located below the Payroll section.
Select Add New User (If they are already an existing HCP User, select Existing User)
Enter the required information: Date of birth, employment type, start date, address, employee/contractor full name.
Select Save
How to obtain an employee or contractor onboarding link
Locate the profile of the specific employee you created.
Click on Details.
In the top right corner, click on More.
From there, you should be able to select the onboarding link & send to your employee/contractor!
This onboarding link will allow your employee/contractor to enter their direct deposit information, enter their social security number, and select their withholdings. Once it’s completed, you will see them under the Employees and Contractors tab.
Repeat this process for any Employee or contractor who needs to be added to the payroll.
Why can't I see the date of birth and last four SSN digits in the employee profile?
When you onboard your employees to payroll, we require their date of birth (DOB) and SSN to complete their profiles. When it's provided we send DOB/SSN directly to Check (our payroll partner) to complete the onboarding but we don't store a copy on our servers.
That's why, when you get back to the employee profile in settings, you only see asterisks in place of 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 an employee profile, if you provide new values for DOB or SSN, it will overwrite the existing one.