Depending on the approval flow, the employee can create their start form or it can be created for them and they need only approve.  The Position and Rate fields will be available for the employee to complete, but there are additional fields to be completed by the user designated as the deal memo approver. NOTE: A start form cannot be prefilled for an employee until they have completed their Personal Info and either their I9 or W4.


Step 1: Click EMPLOYEES on the left navigation.

Step 2: Click on the employee's name in blue.


Step 3: Click ADD in the Start Form section.



Step 4: Fill out all fields in the Position section.


Step 5: Select the appropriate option for the Affordable Care Act.



Step 6: Fill out all fields in the Deal section.



Step 7: Fill out the Pay Rate section.



Step 8: Enter account codes for the employee's payroll expenses.  NOTE: These codes will be used on the digital timecards and for the payroll imports into the accounting software. The Labor Code is required.

Step 9: If NY or CA is selected as the work state, a field will appear at the bottom for the State Labor Law Form. Complete all required fields and select any allowances given.



Step 10: Click SUBMIT.



If the employee submitted the deal memo, the approver needs to complete steps 5, 7, 8 and 9 then click APPROVE.