Select from the main EBMS menu.
Click
the Edit menu and select New. A new employee wizard will
start taking you through the following steps:
Highlight
the folder in which you want to place the new employee and click Next. Review the Workers
> Adding and Deleting Employee Folders section for more details
on creating new folders.
Enter
the employee’s name and address information into the appropriate fields.
EBMS searches a postal code database when the user enters a Zip code and populates the matching
City, State,
and Country settings. Review
the Standard
Features > Postal Code Database section of the main documentation
for more details. Click Next
to continue.
Enter
the Contact Information for
the employee as requested. Clicking on the arrow key to the right
of the field and selecting the appropriate field name can change the
field label. Click Next.
Enter employee’s Social Security number. Social security numbers are required for all employee records by law.
Enter Locality. The county of the Employee.
Enter Municipality or township in which the employee resides.
Enter the number of Exemptions the employee is claiming for tax purposes as recorded on W-4 form.
Enter the employee’s Birth Date.
Select the employee’s marital status as Single or Married by clicking on the down arrow.
Set the employee’s sex as Male or Female.
If the employee is claiming Head of Household status for tax purposes, click the switch. Click the Next button and the following window will appear:
Enter Pay information.
Enter the Hire Date of employee. This date is used to determine the employee’s anniversary.
Enter employee’s Hour Pay. If this employee is salaried enter an hourly pay rate only if overtime pay is used for this employee.
Enter Salary Pay only if an employee is salaried, otherwise keep this field blank.
Select the appropriate Pay Frequency for the new employee. Click the Next button and the following window will appear:
Enter the Employee Id code. This code is required to be unique to a specific employee. This Id is used throughout the entire accounting system for all transactions associated with this employee. (Changing the employee Id is a lengthy process – plan and use an Id that is satisfactory). Click Finish to create a new employee or Cancel to ignore new entries.