Link your crew to payroll
Match each person in payroll to someone in your crew, once, and invite anyone who is not in the crew yet.
Timesheets go to whoever each crew member is linked to in payroll. You link each person once. After that the link is used every pay period.
Go to Settings, Payroll, then Link your crew.
Confirm the matches
We suggest a match for each person in payroll. We look for the same email first, then the exact same name. A suggestion is not a link until you confirm it.
- Press Confirm on a row to accept one suggestion.
- Press Confirm matches at the top to accept them all.
- To pick someone else, choose them in In your crew.
Each person in your crew can be linked to one person in payroll. Linking them to a second person unlinks the first.
Someone in payroll but not in your crew
Press Invite to crew. They get the same invitation as anyone you add from Crew, and they are linked straight away. Payroll needs an email for them. If there is none, add them from Crew instead, then link them here.
Someone in payroll who is not part of the crew, such as your bookkeeper, can be set to Not in the crew, leave out.
Someone who has finished
If payroll says a linked person has finished, you see a warning at the top of the screen. Nothing is changed for you. Nobody is ever removed from your crew because of payroll. If they have left, mark them as left on Crew. Then press I have seen this.
Who still needs linking
Ask the assistant "Who isn't linked to payroll?" to get a list.