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Employee Pick List

Managing Employee Records #

Overview #

This article provides guidance on how to effectively manage employee records using the ProPay payroll software. The system allows you to view, add, change, and search for employee information quickly and efficiently.

Key Features #

  1. Employee List Viewing
  2. Employee Record Selection
  3. Quick Search Functionality
  4. Adding New Employees
  5. Modifying Existing Employee Records

Detailed Instructions #

Viewing and Selecting Employees #

To select an employee from your list:

  1. Double-click on the desired employee’s name, or
  2. Highlight the employee and click on the “Change” button

Searching for Employees #

If your employee list is extensive:

  1. Use the “Search For” feature
  2. Enter the first 2-3 letters of the employee’s last name
  3. The system will filter the list, speeding up your search

Adding a New Employee #

To add a new employee to the system:

  1. Click on the “Add” button
  2. Important Note: Before adding, always verify that the employee doesn’t already exist in the system. Duplicate entries can occur if:
    • An employer calls in a new employee twice
    • The name is misspelled by one letter

Modifying Existing Employee Records #

To make changes to an existing employee’s information:

  1. Select the employee from the list
  2. Click on the “Change” button
  3. Update the necessary information in the employee’s record

Exiting the Employee Management Screen #

To return to the main menu:

  1. Click on the “Exit” button

Troubleshooting #

Common Issue: Duplicate Employee Records #

If you notice duplicate employee records:

  1. Verify the spelling of the employee’s name in both entries
  2. Check for slight variations in spelling or formatting
  3. If confirmed as duplicates, contact ProPay support for assistance in merging or removing the duplicate entry

Unable to Find an Employee #

If you can’t locate an employee in the system:

  1. Try alternative spellings of the employee’s name
  2. Use partial name searches (first few letters of last name)
  3. Check for potential data entry errors in the original record

Additional Resources #

For more detailed information on adding or changing employee records, please refer to the “Employee Add or Change” article in our knowledge base.

Feedback #

We value your input! If you have any suggestions for improving this article or our ProPay software, please:

  1. Use the feedback form available in our help menu
  2. Visit our website at https://www.Paysoft.com and navigate to the support section
  3. Contact our customer support team directly

Your feedback helps us continually improve our products and support documentation.