## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-ca/payroll/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Add Employees

* * *

Adding essential employee information to Zoho Payroll is crucial to processing payrolls, calculating net pay, and withholding federal and provincial tax amounts.

To add an employee:

1.  Go to the **Employees** module.
2.  Click **Add Employee**.
3.  Provide the required details in each of the below steps:
    *   [Basic Details](/en-ca/payroll/help/employer/employees/add-employees.html#basic-details)
    *   [Compensation](/en-ca/payroll/help/employer/employees/add-employees.html#compensation-details)
    *   [Personal Details](/en-ca/payroll/help/employer/employees/add-employees.html#personal-details)
    *   [Tax Details](/en-ca/payroll/help/employer/employees/add-employees.html#tax-details)
    *   [Payment Details](/en-ca/payroll/help/employer/employees/add-employees.html#payment-details)

* * *

## Basic Details

*   Provide the employee’s basic details:

![Provide Employee’s Basic Details](/payroll/help/en-ca/employees/add-employees/add-basic-details-of-employee.png)

**Field Name**

**Description**

**Employee Name**

Enter the employee’s first name, middle name, and last name.

**First Day of Work**

Enter the employee’s date of joining.

**Employee ID**

Provide a unique identification number for the employee.

**Work Email**

Enter the employee’s official work email address.  
  
This email address will be used to:

*   Send pay stubs and payroll forms to the employee
*   Allow the employee to access the Employee Portal, if enabled

**Mobile Number**

Enter your employee’s mobile number.

**Work Location**

Select the location where the employee primarily works from.  
  
**PRO TIP:** You can add a new work location by clicking **New Work Location** in the dropdown. Learn more about [Work Locations](/en-ca/payroll/help/employer/settings/work-locations.html).

**Designation**

Select the employee’s job title.  
  
**PRO TIP:** You can add a new designation by clicking **New Designation** in the dropdown.

*   Select the **Enable Portal Access** option if you want your employee to access your organization’s Employee Portal. Enabling this will send an email invite to the employee’s **Work Email** asking them to join the Employee Portal.

**Insight:** The Employee Portal is a dedicated space for your employees where they can:

*   View and download their pay stubs
*   Access their tax information and compensation details
*   View their salary breakdown for a preferred timeframe, such as the current year or the previous year

*   Click **Save and Continue**. You’ll be redirected to the employee’s **Compensation** page.

* * *

## Compensation

*   Provide the employee’s compensation details:

![Provide Employee’s Compensation Details](/payroll/help/en-ca/employees/add-employees/add-compensation-details-of-employee.png)

Feild Name

Description

**Compensation Type**

Select the employee’s compensation type:

*   Hourly
*   Salaried

**Amount**

Enter the compensation amount for your employee.

*   For an hourly employee, enter the hourly wage you pay them.
*   For a salaried employee, enter the sum you pay per year, month, week, or hour.

**Insight:**

*   Zoho Payroll lets you compensate your **Hourly** employees for the overtime hours they work in a pay period.
*   **Salaried** employees cannot be compensated for overtime hours they work.

*   Click **Save**.
*   Assign Benefits and Deductions for the employee, if required.
*   Click **Save and Continue**. You’ll be redirected to the employee’s **Personal Details** page.

* * *

## Personal Details

*   Provide the employee’s personal details:

![Provide Employee’s Personal Details](/payroll/help/en-ca/employees/add-employees/add-personal-details-of-employee.png)

**Field Name**

**Description**

**SIN**

Enter your employee’s 9-digit Social Insurance Number (SIN).

**Date of Birth**

Enter your employee’s date of birth.

**Personal Email Address**

Enter your employee’s personal email address.

**Residential Address**

Enter the employee’s home address.

*   Click **Save and Continue**. You’ll be redirected to the employee’s **Tax Details** page.

* * *

## Tax Details

*   If the employee is exempt from federal taxes, enable **This employee is exempted from Federal Income Tax**. Else, provide the employee’s federal tax details such as Claim Amount, Prescribed Zone Amount, and Additional Withholdings.
*   If the employee has other exemptions, enable **Canada Pension Plan** and/or **Canada Employment Insurance**.

![Provide Federal Tax Information of Employee](/payroll/help/en-ca/employees/add-employees/add-federal-tax-information-of-employee.png)

*   If the employee is exempt from provincial taxes, enable the relevant option. Else, provide their provincial tax details.
*   Click **Save and Continue**. You’ll be redirected to the **Payment Details** section.

* * *

## Payment Details

*   Select the **Payment Mode**.

![Select the Payment Mode to Pay the Employee](/payroll/help/en-ca/employees/add-employees/select-payment-mode-for-employee.png)

Payment Mode

Description

**Direct Deposit**

Provide the employee’s [Bank Information](/en-ca/payroll/help/employer/employees/add-employees.html#employees-bank-information-required-to-set-up-direct-deposit) to make direct deposit payments to them.

**Cheque**

You’ll need to pay your employees via cheque and then record payments manually for each payroll.

*   Click **Save and Continue**.

### Employee’s Bank Information Required to set up Direct Deposit

![Employee’s Bank Information Required for Direct Deposit](/payroll/help/en-ca/employees/add-employees/add-bank-information-of-employee.png)

Field Name

Description

**Bank Name**

Enter the name of the bank in which the employee holds an account and wants to receive payments from you.

**Account Number**

Enter the bank account number in which your employee wants to receive payments from you.

**Routing Number**

Enter the nine-digit routing number of the employee’s bank account.

**Account Type**

Select the type of bank account:

*   Checking
*   Savings

The employee’s profile will be added to Zoho Payroll.