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How to Add Employees in Payroll

This article outlines the process to add a new employee in PDI CStore Essentials. Follow the steps below to ensure accurate setup for payroll and time tracking

Updated over a week ago

Step-by-Step Process:

Log in to your CStore Essentials Web Account

Navigate to the Employees Section

  • On the left side of the screen, click on Payroll

  • Next, click on Employees

  • Click on the “+” button to add a new employee

Enter the Employee Information

Fields on the Create Employee Page

1. First Name / Last Name

  • Enter the employee’s first name and last name.

  • These are mandatory fields for identifying the employee in the system.


2. Clock In/Out Mode

  • Dropdown field to select the employee’s clock-in/clock-out mode.

  • Options include:

    • Password – Employee can clock in/out using password.

    • Finger Print – Employee can clock in/out using fingerprint. Currently under development, employees can only clock in and out using passwords.


3. Create Pay Checks from CStorePro

  • Yes/No option to enable or disable pay check creation for this employee.

  • Select Yes if you want the system to generate pay checks for this employee.


4. Last 4 Digits of SSN

  • Enter the last four digits of the employee’s Social Security Number.

  • Used for identification and payroll compliance.


5. Pay Type

  • Dropdown field to select the pay type:

    • Hourly – Employee is paid based on hours worked.

    • Salary – Employee is paid a fixed amount per pay period.


6. Pay Rate

  • Enter the employee’s hourly rate or salary amount based on the selected pay type.

  • This value is used to calculate gross pay during payroll processing.


7. Tax Withholdings

  • Enter applicable tax amounts for:

    • Federal

    • State

    • Local

    • Local Service

  • These values determine deductions from the employee’s pay check.


8. Payroll Advance Account

  • Optional field to link an advance account for tracking any cash advances given to the employee.

Action Buttons

  • Cancel – Discards the entry and closes the window.

  • Create Employee – Saves the employee details and adds them to the employee list.

Note: The fingerprint option is currently under development; only the password option is supported at this time


Frequently Asked Questions

Can I edit employee details after adding them?

  • Yes, you can update an employee's information by navigating to the Employees section and selecting the employee’s profile.

Is the fingerprint clock-in/out feature available?

  • Not yet. The fingerprint option is under development. Currently, employees can only clock in and out using passwords.

What happens if I don’t select “YES” for payroll checks?

  • If you choose NO, you will not be able to print payroll checks directly from PDI CStore Essentials for that employee.

Can I delete an employee after they’ve been added?

  • Yes, you can remove an employee by accessing their profile and selecting the delete option.

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