Employee

access level payroll advisor (full access), manager (full access), enrollment specialist (edit) module payroll payroll card the employees tab provides employee management capabilities, allowing you to manage customer employees directly from the payroll card prosoftware the prosoftware section provides users with real time employee information synchronized directly from the payroll processing system this data updates automatically and serves as the authoritative source for current payroll information available employee information the prosoftware view displays comprehensive employee details basic information employee name full legal name as entered in payroll system pay type hourly, salary, or commission based compensation pay rate current wage or salary amount payroll status active or inactive processing status contact details email address primary communication contact phone number contact number on file data characteristics real time synchronization data updates automatically from prosoftware changes in payroll system reflect immediately no manual data entry required reference purpose information is for verification and reference only no editing capabilities available in this view used to confirm payroll setup accuracy ℹ️ note the prosoftware section is view only all employee data modifications must be made directly in the payroll software system this ensures data integrity and prevents synchronization conflicts janus employee application the janus employee application section provides complete employee application management, offering full access to employee onboarding documentation and administrative functions employee application information this section displays comprehensive employee details including filter by status active employee applications ready for processing archived completed or inactive employee records employee details full name complete employee identification contact information phone and email details workers code job classification and wage category pay rate compensation amount and structure employee actions each employee record includes an actions dropdown menu with comprehensive management options document management direct deposit enable employees to update banking information send w 4 form allow tax withholding updates update pdf refresh or replace employee application documents download pdf employment status management send separation notice process employee termination documentation for information about the separation notice process, see the separation notice form documentation for details about w 4 processing, refer to the w 4 guide in the data dashboard section send employee creation form customer communication sends setup link directly to customer new employee setup enables customer to add employees independently add employee direct entry complete employee application on customer's behalf phone/email setup process applications received via communication completing the form (add employee) fill out all relevant employee information in the form if the customer requests the form in spanish, enable the send spanish app toggle before selecting save an employee application link will be sent to the employee for completion using the contact information provided if you're uploading an already completed application (e g , via email or in person), enable the existing employee toggle and upload the completed application ✅ success remember to verify all employee information for accuracy before submission, as this data will be used for payroll processing if you need to mark an employee as inactive to prevent processing, see the mark as inactive – employee application management guide once an employee application is submitted, it will create a task in the employee onboarding section of the data dashboard for processing next steps after managing employees documents tab upload and manage employee documents processing tab complete payroll requirements data dashboard process employee onboarding tasks 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation