Purpose: To help you understand what payroll information will appear on the Pay Info tab on the employee profile when managing BambooHR Payroll.

Table of Contents

• Pay Info Overview
• Direct Deposit
• Taxes
• Deductions
  • Deduction History
• Extra Pay
• What details show in the Payroll Summary?
• How do I grant my employees access to the Pay Info tab?
• Watch a Video

When using BambooHR Payroll, the Pay Info tab will automatically appear on the employee profile. You can find the following information on the Pay Info tab:

1. View Paystub: A quick link to view the employee's current paystub.
2. Payroll Summary: A breakdown of the employee's current paystub. This will automatically show upon hover but blurred out to avoid others viewing this information. (See below for more details.)
3. Paystub History: This table includes a line for each paystub since adding the employee to Payroll. Clicking on a paystub date will pull up the paystub details. You can also bulk download a history of paystubs by clicking the Download button. Please note this button will only appear if you have one or more paystubs.
4. Payroll Tabs: This section includes four main tabs that allow payroll administrators and your employees (with access) to manage payroll data for the employee. These tabs include Direct Deposit, Taxes, Deductions, and Extra Pay.

Account Owners, Full Admins, Payroll Admins, or the employee (with access) can add their direct deposit information by clicking Update Direct Deposit within the Pay Info tab. There are no limits to how many bank accounts a user can add.

If you have not allocated 100% of the potential funds, the system will require that you determine an account for any extra funds to go to. The employee also has the option to select a paper check instead of a direct deposit within this section.

1. Tax Location Information: This section displays the Home or Work addresses BambooHR uses to calculate taxes. If an employee has Edit access to their Home address or the Work location (Custom Access through Settings > Company Field Settings), they may be able to update this information. If they have Edit - Approval Required access to their Home address, they change the information and they will see a notification letting them know their edits will appear once reviewed. If they do not have the Manage [Location] button, but see that something does not look right, they can reach out to an admin to make changes.
2. Employee Tax Type: This field will display the employee's tax type based on the data within the Employment Status table on the employee's Job Information tab.
3. Federal Withholdings: Basic W-4 Federal Withholding information. Click here to learn more about how the 2020 W-4 maps to these fields.
4. State Withholdings: Basic W-4 State Withholding information. This will depend on the state in which the employee works.
   • If the employee resides in Iowa or Louisiana, this section will look different depending on the version of the form they are using (pre-2025 or pre-2026, respectively). To learn more, refer to this help guide.
5. State Unemployment Insurance: Enter the location for unemployment insurance or mark the employee as exempt.
6. Tax Documents: This is where you will find your current and past W-2(s) or 1099(s). W-2s and 1099s will automatically upload to the employee's Pay Info tab by January 31st each year. W-2s won't be sent to admins for approval before being posted to the employee's Pay Info tab. If you would like to verify the data to make any corrections before having the W-2* posted, we recommend reviewing the Year End reports.
7. Go Paperless Toggle: Toggling this option on will opt the employee to receive their W2 or 1099 electronically instead of by mail. Only employees or administrators with access to the employee profile will be able to activate the paperless option. This must be done on an individual basis per employee (i.e. there is no mass-edit option for paperless tax documents.)

The Deductions tab is where you can view all active benefit and non-benefit deductions, edit individuals' deduction enrollment, add new non-benefit deductions for your employees, and view deduction history. This section aims to help Account Owners, Full Admins, or Payroll Admins view all payroll deduction information for an employee in one place and edit non-benefit deductions if needed. Employees can have access to view this information using access levels. 

1. Add Deduction: Clicking this button will allow you to add new non-benefit deductions to this employee's profile. These include garnishments, taxes, levies, child support, loan repayments, etc.
2. Table Overview: This table will display all active benefit and non-benefit deductions collected from the employee's paycheck. The following fields will display for each deduction record: Deduction Name, Deduction Type, Tax Rule, Deduction Start & End Date, Employee Pays, Company Pays, Cap Amount, and Annual Max.
3. Status and Deduction Type Filter: Filter the deduction table view by active/inactive status, deduction type (medical, vision, retirement, etc), or by a specific time frame.
4. Edit a Deduction: You can edit non-benefit deductions, enrollment dates, or recurring contributions on a regular benefit deduction by clicking the pencil icon.  
5. View Deduction History: To view the history of a specific active or inactive benefit deduction, click the history button. See below for details.
6. End or Delete a Deduction: Clicking the "X" next to the deduction record will allow you to end or delete both non-benefit and regular benefit deductions.
7. Reactivate Deduction: To reactivate an inactive or past non-benefit deduction, hover over the deduction, then click the plus icon. Please note: inactive deductions will only appear if you've set the filters (3) to include all statuses and if your deduction type has been selected.

For customers using Payroll in BambooHR, the Extra Pay tab will display one-time and recurring extra pay information for your employees if they have access (see below). If you're an Account Owner, Full Admin, or Payroll Admin, you will also be able to add extra pay, view upcoming extra pay, or look at the employee's extra pay history. 

Here is a video overview of the Pay Info tab in BambooHR. If you want to share this video with your employees, send them this link.