Converting and creating an employee record

Objectives:

Learn how to convert a new hire and create a new employee record as a part of hiring and onboarding a new employee.

What's in this article?

An overview of how to convert an onboarder into a new employee and create a new employee record.

💡Good to know: A new hire's I9 must be certified before they can be converted into a new employee.

AllianceHCM tips: Keep an eye out for tips from our experts!

Converting and creating an employee record

1. Sign into AllPay. From the Onboard menu, in the Onboarding column, select Portal Users.

2. Once on the Portal Users tab, click on a specific user with a certified I9 to view their User Details.

3. Click on Convert to Employee in the User Details section.

4. Check all of the employee information in the various sections:

   1. Basic Information

   2. Pay Information

   3. Employment

   4. Taxes

   5. Additional

   6. Direct Deposit/Paycard

   7. Deductions

   8. Fringe

   9. MyPay

   10. Custom Pages

   11. Documents

   12. Convert to Employee Operation Details
       AllianceHCM tip: Some fields may be mandatory; AllPay will let you know if you need to complete a required field.

5. Once all of the information has been verified, click on Save & Create Employee Record.

6. You'll get a confirmation message with the employee's ID once the record is created. You can click on the ID to be directed to their record in the Employees section of AllPay.

Once a portal user's I9 is certified, click on Convert to Employee

Check the employee information and click Save & Create Employee Record

You'll get a confirmation message when the employee record is created, and the link will take you to the record

See more about hiring and onboarding a new employee.