How to add new employees in Toast

Your new hourly employee has been onboarded and is setup in Paylocity.  Now what?

The employee will NOT automatically transfer into Toast yet, so we will need to add them manually into Toast.

The video below explains how to do this:

First, it will be helpful if you collect a few pieces of information from Paylocity to prepare yourself.

• First + Last Name
• Payroll ID
• Job + Wage
• Email Address
• Phone Number

From there, we will log into Toast admin page https://www.toasttab.com/restaurants/admin/home

Go to Employees, then Employees

Click the Add New Employee button.

From there, a new side screen will appear to add your employee's information.  Please see below for an example and additional notes.

**NOTE
While we suggest you do not invite employees to create a Toast account, nothing bad will happen if you do.  If you invited them, you will need to ensure they accept the invitation and complete the setup of their account.

If they do not complete it, the employee record can get "stuck" where we aren't able to edit it or changes we do make don't save properly.

So to recap - try not to invite them to create an account.  If it is done by accident, just make sure they complete the account setup.

After being added in Toast, your new employee will appear in HotSchedules during the next sync (0-3 hours) and will appear in TipHaus almost immediately.  

From there, you can extend invites to them through the HotSchedules and TipHaus platforms.