How to Add/Edit Employee Tax or Direct Deposit Information
To update your employees' direct deposit information, you can either send them a link that allows them to make the changes or update it on your end if you are a Payroll admin and have all the necessary information for the update.
To update or send a link for your employee to update their payment method:
Click 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 click 'More' and then select 'Payroll' from the drop-down.
Next, select 'Employees & contractors' from the menu on the left.
Navigate to the desired employee/contractor and click 'Details' on the far right.
Navigate to the 'Pay' tab, and go to the Payment method area.
You can click 'Copy link' on the upper left side of the 'Payment method' area. The link will automatically be copied to your clipboard. You can then paste this link into an email to send it to your employee or contractor.
Payroll admins can also click the 'Update payment method' button below and complete the update on behalf of the employee or contractor if they have provided you with the required information.
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.