How to Enter An Employee Into RealStaff

1. From the RealStaff main menu, click on the Emp/Hrs/Payroll tab.

2. Click on the Employee Maintenance button.

3. Click on the Insert button.

4. Enter the Employee’s Name, Status, Social Security Number, and then Continue.

5. Verify the Employee’s Social Security and then click on the OK button.

6. Enter the Employee’s general information. Users will not be able to save the employee until all of the required fields are entered.
   1. Enter the address, phone numbers, email address, and notification preference.
   2. Enter the birth date, hire date, and classification (click on the magnifying glass to see list of classifications. See Employee Job Classifications image below)
   3. Click on the Payroll Data to move to the next tab.

7. On the Employee Job Classifications window, select the classification or select the Insert button to add a new classification to the window.

8. When adding a new classification, enter the classification and description fields. After selecting the correct code, click the OK button.

9. On the Payroll Data tab:
   1. Select the Pay Frequency.
   2. Select the Rate Type (Hourly or Salaried).
   3. Then select the Tax Info tab to move to the next tab.

10. On the Tax Info tab:
    1. Select the Employee’s Marital Status
    2. Change button will open the State/Local Tax Setup window
    3. Update/Add 2020 type W-4 button will open the W-4 window

11. State/Local Tax Setup window.
    1. Choose the Income Tax State from the list.
    2. Select the correct Marital Status, State Dependents, and Local Taxing Jurisdiction(if any)
    3. Choose the Unemployment Insurance Tax State from the list.
    4. Click OK to save and close this window.

12. W-4 Information window.
    1. This box must be checked to make sure this information is active.
    2. Fill out ALL 4 Steps EXACTLY as the employee has entered on the W-4 form.
    3. Click OK to save the information and return to the previous window.

13. Click on the OK button to save the employee.

14. Employee Maintenance window.
    1. The new employee will show up here. (If not make sure the Status Filter is correctly checked)
    2. If changes are needed, double click on the employee’s name or click the Change button.

Complete.