Employees → Employee Quick Hire
Tax Location
School District: Residents with local school district-related taxes will populate for an assignment here. Check with your local tax agencies to verify if you have any School District related payroll taxes.
Tax Exemption
Status Type: Extremely uncommon. This is for an employee that is exempt from specific tax calculations. Please contact your accountant to determine an employee’s exemption status and contact your Payroll Support Team to update the employee’s profile accurately.
Direct Deposit Details
[See Direct Deposit: Options Defined] for detailed instructions for each field. Direct Deposit is one of the methods Heartland offers for employee payment, which sends funds electronically into their banking accounts. (Known as ACH payment)
Organization Fields
The employee’s default Division, Department, Job, and/or Location (when applicable) can be assigned here. These are based on your organizational structure and setup during Implementation. Existing can be updated, and new ones added at any time.
Accrual Plans
If you track Accruals, we will ask you to complete our Accrual Questionnaire Form to build your plans per your employee handbook [see Adding a New Accrual Plan]. Assign any plan(s) that should apply to the employee and continue.
Completing the Employee Quick Hire
Employees → Employee Quick Hire → Save
To finalize your new employee entry, select one of the following blue buttons once all sections have been completed.
Save And Add Another: Save the newest entry, which will refresh with a new blank Quick Hire form, for your next entry.
Save And Close: Save the newest entry, and the Quick Hire window will close automatically.
(Continue in Review the New Employee)