If you use "Toast Payroll" please refer to the step below to add an employee to your system or watch a 

video of the process here:   Toast Payroll - Adding an Employee (Video)


*If you are not using "Toast Payroll" please refer to Non-Toast Payroll - Guide to Adding Employees


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Improved New Hire Workflow Steps

  1. Log into payroll.toasttab.com and select Team. If you need assistance logging in, check out Toast Payroll: Log In.
  2. Select + Add team member in the top-right corner.
  3. This updated new hire workflow is more condensed. The first step asks for basic info and employment details.
    1. Email address fields are not required; however, employees hired without an email address cannot log in and complete a Form I-9 or Form W-4, view their paystubs, or access any potential Forms W-2 or Forms 1095-C around year-end.
    2. The Employee ID number must be populated with a 4-8 digit number for the time being, but it can be changed to any number after onboarding via Employment > Position.
    3. Social security number (SSN) field requirements are based on the selection you made in Settings > New Hire > Settings.
      1. Employees hired without an SSN may result in incomplete and/or inaccurate tax filings and new hire reporting and can also cause tax notices resulting in penalties/interest/fees being assessed to the restaurant.
      2. New hires set as Contractor (1099) will not see the SSN field.
         

Basic info step of the improved new hire workflow 

  1. This next step includes questions about this employee's job roles and wage rates.
    1. The experience will change depending on whether Hourly or Salary is chosen.
    2. Select the + Add job button to add additional jobs for this employee to clock into.
    3. The POS Access Code field will default to the Employee ID number field in the previous step, but can be changed to any number not already assigned.
    4. EEO-1 classification will only be available when users have the selection set to Yes. Check out the Toast Payroll: EEO-1 Reporting Guide for details on how this information can be used within Toast Payroll.
    5. Learn more about security roles (Toast Payroll permissions) in Toast Payroll: Manage Security Roles. New hires inherit POS permissions from their assigned job.

 

Jobs & pay step of the improved new hire workflow 

  1. If your payroll subscription does not include the benefits module, you will not see this page. If your restaurant does use the benefits module, enter the Benefit plan, ACA plan, and TAFW policy data here.
     

Benefits step of the improved new hire workflow 

  1. Next, select which documents this employee will view during their portion of onboarding. Without an email address entered in the Basic infostep, employees won't be able to see these documents or complete their own portion of onboarding.
    1. NEW! You can now add additional PDF documents specific to a single employee. Select the + Upload files button or drag and drop files into the box.

 

Documents step of the improved new hire workflow 

  1. On the last step, it is best practice to review the information you entered for accuracy. Use a section's edit pencilto make any adjustments.
    1. At the bottom of the page, preview the steps that an employee completes for their portion of onboarding.
    2. Select Add to teamto complete your portion of the new hire process.
      1. If you entered an email address for this employee, Toast will automatically send an email to the employee with instructions on their portion of the new hire process.
      2. If an email was not entered, a pop-up will indicate this must be done in order for the employee to complete their portion of onboarding.

 

Review step of the improved new hire workflow 

  1. As of March 2024, employees in the states of Alaska, Indiana, Louisiana, South Carolina, Washington, and West Virginia require a Standard Occupational Code (SOC) assignment for occupational data collection and worker's compensation purposes. Since this option does not appear during the new hire workflow, employers of employees with a work tax location (WTL) in one of those six states may decide to set this after completing the above steps. Find instructions on how to do so by visiting Toast Payroll: Use Standard Occupational Classification (SOC) Codes. If a code is not assigned to employees with a WTL in one of those six states, they will be defaulted to the 35-9000 Other Food Preparation and Serving Related Workers SOC code.