Processing joiners and rejoiners Involves managing the onboarding of new employees and the reintegration of former employees returning to the organization.
This process is essential for ensuring that all necessary employee information is accurately captured and set up in the payroll system, allowing for correct salary calculations, tax deductions, and benefits enrollment.
You need to perform this process upon an employee's hiring or re-employment to maintain compliance with payroll regulations and ensure a smooth transition for the employee.
To help you process joiners and rejoiners, please watch the instructional video or follow the steps outlined below.
Process joiners
Click Manage Payroll then highlight the relevant pay group.
Click the Inputs tab then click Joiners.
📌Note: If you do not have this option, follow the awaiting approval process because the enhanced feature is not enabled.
Expand the Actions menu and click Default Values
Select the default values to apply e.g. Input Location, Payslip Location.
Click OK.
🤓Tip: This will populate all employees on the screen with the default values selected.
Make amendments to any fields and toggles.
Turn off the Selected toggle for any employees you do not wish to join
Click Join Selected Employees.
Process rejoiners
Click Manage Payroll then highlight the relevant pay group.
Click the Inputs tab then click Rejoiners.
📌Note: If you do not have this option, follow the awaiting approval process because the enhanced feature is not enabled.
To change an employee's pay group before rejoining, click the three dot icon.
Click Amend Pay Group then select a new pay group.
To save changes, click Save
Click Actions then click Default Values.
Select the default values to apply e.g. Input Location, Payslip Location.
Click OK.
🤓Tip: This will populate all employees on the screen with the default values selected.
Make amendments to any fields and toggles.
Turn off the Selected toggle for any employees you do not wish to rejoin.
Click Rejoin Selected Employees.
For further guidance read the UK User Guide or Irish User Guide.