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How to Add/Update Employee Profiles in Payroll

Learn how to create new employee profiles or update existing ones in Payroll to maintain accurate payroll and time-tracking records.

Updated over 2 weeks 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 (optional)

  • 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. Next payroll period start date

  • Start date can be customized for each individual employees profile.

  • Useful for new hires, employees with different pay schedules, or mid-period adjustments

  • Individual settings override the default pay cycle for that specific employee only


8. Tax Withholdings

  • Enter applicable tax $ amounts for:

    • Federal

    • State

    • Local

    • Local Service

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

Important Notes:

  • Dollar ($) withholding fields are optional overrides. Standard payroll calculations rely on statutory, percentage-based tax tables.

  • Employee-level dollar withholding amounts default to $0.00.

  • Payroll deductions are calculated automatically using percentage-based payroll settings, unless additional withholding is authorized by the employee.

Why $0.00 Is the “Standard Default”

✔ Avoids over-withholding
✔ Reduces payroll disputes
✔ Keeps system compliant with statutory calculations
✔ Matches IRS & State guidance (employee-initiated only)

When Dollar Amounts Are Typically Used

✔ Employee wants predictable extra deduction
✔ Year-end tax planning
✔ Correcting prior under-withholding

Best Practice:

Dollar withholding fields should only change with written employee consent (e.g., W-4 / State form).


9. Payroll Advance Account

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

  • Choose an existing Payroll Advance Account, or add a new account if needed

Action Buttons

  • Cancel – Discards the entry and closes the window.

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

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


Steps to Update existing Employee Details:

  1. Navigate to PayrollEmployees

  2. Under Employee's list, Locate the employee you want to update

  3. Click the ✏️pencil icon(Update Employee) located to the far right of the employee’s name.

  4. Update the necessary information in the employee profile

  5. Click Save to apply your changes


Steps to Delete an Employee profile:

  • Employees whose data is already associated with reports will be marked as Inactive and will still appear in the system.

  • Employees without any associated data will be permanently deleted


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. Employees can be removed from the Employee List page by choosing the Delete option.

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