Payroll Data

This tab only appears for payroll workers. Workers have permission to edit their personal information.

Some of the information on this page is required, and some is general information only, and fields can be left blank.

When editing any worker data, users are required to add a reason in the Justification field, and the date that changes take effect in the Effective Date field. The effective date is used to display historical changes with the History functionality. To view changes, click the 'History' link at the top of the top section card. The history page for that tab (General, Tax, or Payment) opens. Clicking each effective date tile on the right of the cards loads the values saved on that date.


Section	Field	Description
General	First Name	The worker's first name
	Last Name	The worker's last name
	Legal First Name	The worker's legal first name
	Legal Last Name	The worker's legal last name
	Middle Initial	The worker's middle initial, if they have a middle name.
	Gender	The worker's stated gender. This field is used for worker benefits.
	Prefix	The worker's prefix, if one exists.
	Birthday	The worker's date of birth
	Suffix	The worker's suffix, if one exists.
	Nick Name	The worker's nick name.
	Email	The worker's email address
	Work Phone	The worker's work telephone number
	Mobile Phone	The worker's mobile telephone number
	Home Phone	The worker's home telephone number
	Fax	The worker's fax machine number
	Name	The name of the worker's emergency contact person
	Phone	The telephone number of the worker's emergency contact person
	Address 1	The address of the worker's emergency contact person
	Address 2	The secondary address information of the worker' emergency contact person, for example, apartment number.
	City/Town	The city or town for the address of the worker's emergency contact person
	State/Province	The state or province for the address of the worker's emergency contact person
	Postal Code	The postal code for the address of the worker's emergency contact person
	Country	The country of the address for the worker's emergency contact person
	Relationship	The relationship of the emergency contact person to the worker
	Address Line 1	The worker's address
	Address Line 2	The worker's secondary address information
	City/Town	The city or town for the worker's address
	State/Province	The state or province for the worker's address
	Postal Code	The postal code for the worker's address
	Country	The country for the worker's address
	Mailing Address	Setting for the worker's mailing address. When editing this section, use the toggle switch to set the mailing address as the same stated on the Residential Address card, or toggle off if the address is different. If different, enter the address details. The mailing address is used for communications and to send tax documentation.
Tax	Federal Tax Section	This information is used on the worker's W-4 withholdings form. Editing this section allows you to modify your withholdings, change your filing status, and provide an electronic signature. You can find more information about the W-4 here: http://www.irs.gov/pub/irs-pdf/fw4.pdf
	State Tax Section	This information is used by a state tax board to determine withholdings and allowances. Editing this section allows you to modify your withholdings, change your filing status, and provide an electronic signature.
Payment	Payment Details Section	This information determines the payment method for the worker. Worker's can choose direct deposit, physical payment mailed to a mailing address, or a payment card. If a worker elects for direct deposit, they must provide bank information (routing number, account number, and so on). Worker can route payments to multiple accounts by specifying the percentage of each payment sent for each account on a determined payment date. Workers must electronically sign this section to enable changes. Note: Setting a payment method to 'Inactive' cancels payments.