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15114: Add/Edit Employees Within the Portal (DAS)


Portal

Drake Accounting®: How do I add or edit employees in the Portal?

 

To add an employee, complete the following:
  1. Select the Active Client at the top of the Portal.
  2. Go to Employee > Employee Setup.
  3. Click New.
  4. Complete the demographic and payroll information for the new employee.
  5. Click Save.
    • Click Reset to close this window without saving.

To edit an employee, complete the following:

  1. Go to Employees > Employee Setup
  2. From the list of employees, select the employee to edit. The Employee Edit window displays with the employee’s demographic and payroll information.
  3. Edit the appropriate information for the employee. All fields may be edited.
  4. Click Save when finished editing. 
    • Click Reset to close this window without saving.

Drake Accounting® is updated to reflect these changes the next time a sync is run for this employer. 

For additional information on the Portal Payroll process, please see Related Links below. 

The Drake Accounting Portals Guide is available on the support website under Support > Documents > Manuals


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