Add/Edit/Upload an Employee

Learn more about adding, editing, and uploading Employee information into your JuanTax organization.

Maui Banag avatar
Written by Maui Banag
Updated over a week ago

There are two ways to add an Employee in JuanTax:

A. Create them manually one by one

B. Import your employee list using a CSV file

A. Manual Entry

STEP 1: On the sidebar menu, select Contacts.

STEP 2: Proceed to the Employees tab.

STEP 3: To add an employee, simply fill out the employee information. Once done, click the Next button below.

STEP 3: Enter the employee’s Present Employer information and hit the Next button.

NOTE: If the employee is still active or currently with the company, you may leave the Employment To field blank.

STEP 4: Enter the employee’s Previous Employer information. Finish by clicking the Add Employee button below.

To Update an Employee's Information

Select the name of the employee whose details you want to change.

You can edit any of the following information:

  1. Basic Information

  2. Present Employer Information

  3. Previous Employer Information

Removing an Employee

From the Employees' list, select the name of the employee(s) that you want to remove from the list by putting a check on the tick box beside the Employee's name. Proceed with the deletion by clicking the Delete button.

Applying filters to your Employee List

To select which attributes you want to show in your Employee list, click the New button in the upper right corner of the screen and select the appropriate filters.

NOTE: The filtering options you selected will NOT automatically reset when you log in/out of your account. This will only change or be cleared out if you decide to remove them.

B. Importing your Employee List:

STEP 1: To Import your list of Employees, click the Import button in the upper right corner of the Employee List page.

You would need to have a CSV spreadsheet file that contains all the employees' necessary information such as TIN, Last Name, First Name, Middle Name, Employment From, Employment To, and Exemption Code.

STEP 2: If you don’t have the file ready, download our template and prepare your document. If you already have the file, you may proceed to upload it to the system by clicking the Select files to upload button.

STEP 3: Map the required corresponding fields and hit the Next button.

STEP 4: Review the information you entered to make sure it is correct. Once certain that everything is in order, click on the Next button.

That’s it! Your Employees have been successfully saved in JuanTax.

Helpful Link:

Did this answer your question?