--- title: "Payroll Tab" slug: "employee-records-payroll-tab" description: "Payroll tab on employee records — covers payment method, benefits and deductions, garnishments, and tax withholding setup." updated: 2026-09-02T18:43:55Z published: 2026-09-02T18:43:55Z canonical: "docs.restaurant365.com/employee-records-payroll-tab" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Payroll Tab The Payroll tab contains payroll-related information and configurations. This tab is only displayed if R365 Payroll is enabled and the employee has already been [onboarded to payroll](/doc/docs/workforce-onboarding-an-employee-to-r365-payroll). On this tab, users can: - View pay history - View and edit the employee’s legal work location - View and edit the employee’s [payment method](/doc/docs/payment-methods-overview) - View and edit the employee’s benefits and deductions > Employees are able to view and edit their direct deposit information through the [My Pay](/doc/docs/r365-app-my-pay-employee-self-service) section of the R365 mobile app. --- ## Security **The following permissions are associated with the Payroll tab:** Labor → Employees → Payroll → - Pay History - View Pay History - View Account Number - Pay Preference - View Pay Preference - Edit Pay Preference - Deductions - View Deductions - Edit Deductions These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Navigation **Navigate to the **Payroll** tab** 1. Navigate to the desired employee’s [**employee record**](/doc/docs/employee-record). 2. Select the Payroll tab. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-E076G8NJ.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A13%3A33Z&se=2026-11-09T18%3A13%3A33Z&sr=c&sp=r&sig=EMoOzhuxZfE2jK5qwclwOfadeLxDbl01orftgYPaltg%3D) ****Search** for an employee record:** Navigate to employee records with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **employee’s** **name** or **email address** in the global search bar. 2. Select the employee from the results list. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A13%3A33Z&se=2026-11-09T18%3A13%3A33Z&sr=c&sp=r&sig=EMoOzhuxZfE2jK5qwclwOfadeLxDbl01orftgYPaltg%3D) --- ## Pay History The Pay History section displays summary information for historical paystubs and the employee's 'Paperless Tax Statements' selection. Paystubs and W2s can be downloaded in this section. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/138107e8-d475-468f-9135-147789c07823.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A13%3A33Z&se=2026-11-09T18%3A13%3A33Z&sr=c&sp=r&sig=EMoOzhuxZfE2jK5qwclwOfadeLxDbl01orftgYPaltg%3D) | | **Field** | **Description** | | --- | --- | --- | | **1** | Paperless Tax Statements | Indicates whether or not the employee has selected to receive paperless tax statements. Learn more about [paperless tax statements here](/doc/docs/employee-w-2s). | | **2** | Recent Paystub | Lists the employee's historical paystubs with the following information: **Date** - Pay date for the paystub. **Company** - Payroll company associated with the paystub. **Net Earnings** - Net earnings paid for that paystub only. **YTD Net Earnings** - Total net earnings paid in the year up to the date of the paystub. Click to download a printable copy of the paystub. | | **3** | Show/Hide ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b95824b8-7e28-4797-8017-705da37138c3.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A13%3A33Z&se=2026-11-09T18%3A13%3A33Z&sr=c&sp=r&sig=EMoOzhuxZfE2jK5qwclwOfadeLxDbl01orftgYPaltg%3D) | Click to show or hide paystub earnings. | | **4** | W2 | Link to download the employee's W2 for a single year. All W2s for completed years since the employee's hire date will be listed. Learn more [about W2s here](/doc/docs/employee-w-2s). | --- ## Legal Work Location ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/3e9e2b07-2192-43f7-8a25-8c8c0365aefd.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A13%3A33Z&se=2026-11-09T18%3A13%3A33Z&sr=c&sp=r&sig=EMoOzhuxZfE2jK5qwclwOfadeLxDbl01orftgYPaltg%3D) | | **Field** | **Description** | | --- | --- | --- | | **1** | Payroll Company | Payroll company that the employee has been onboarded to. | | **2** | Legal Work Location | Location used to determine the employee's tax forms for the payroll company. Any location associated with the payroll company or the employee's home address can be selected. | | **3** | Address | Address of the selected location. This address is used to determine the employee's tax forms for the payroll company. | | **4** | Update | Saves changes to the legal work location selections. > This button is disabled if no changes have been made. | --- ## Payment Method The 'Payment method' section contains the setting for how the employee has chosen to be paid; either by direct deposit or check. If direct deposit is chosen, the direct deposit account information can be viewed and edited here. The user can switch from [direct deposit to check](https://docs.restaurant365.com/docs/updating-payment-preferences-from-direct-deposit-to-check) and [check to direct deposit](/doc/docs/updating-payment-preferences-from-check-to-direct-deposit). ### Direct Deposit ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KPVG1YYM.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A13%3A33Z&se=2026-11-09T18%3A13%3A33Z&sr=c&sp=r&sig=EMoOzhuxZfE2jK5qwclwOfadeLxDbl01orftgYPaltg%3D) | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UAS7JVWC.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A13%3A33Z&se=2026-11-09T18%3A13%3A33Z&sr=c&sp=r&sig=EMoOzhuxZfE2jK5qwclwOfadeLxDbl01orftgYPaltg%3D) | **Field** | **Description** | | --- | --- | --- | | **1** | View Icon | Displays or hides full direct deposit account numbers. The icon will not display when the payment method is “Check.” | | **2** | Edit Pencil | Opens the Direct Deposit Accounts page to view and/or [edit the direct deposit](/doc/docs/direct-deposit) account information. | | **3** | Payment Method | The employee’s selected payment preference: - **Direct Deposit** - The employee will be paid via direct deposit. - **Check** - The employee will be paid via printed check. Learn more about [paycheck runs](/doc/docs/paycheck-runs). | | **4** | Direct deposit accounts | List of currently-configured direct deposit accounts for the employee. > The funds will be distributed in their sequential order. | ### Columns | Column | Description | | --- | --- | | Sequence | Numerical indicators that determine the order the funds will be distributed. | | Nickname | User-entered account name. | | Bank Name | Name of the financial institution for the account. | | Type | Listed as either ‘Checking’ or ‘Savings.’ | | Account Number | The last four digits of the account number. > For security purposes, the full account number is not displayed after being entered. | | Distribution | The amount of pay distributed to the account. - Percent (%) - The percentage of pay distributed to its’ respective account. - Dollar ($) - The fixed dollar amount of pay distributed to its’ respective account. - Remaining - All remaining funds after distribution to other accounts, if applicable. | --- ## Benefits & Deductions The benefits and deductions section displays employee deduction and garnishment withholdings. To view and/or edit deduction details, hover over and click into the row of the deduction type. > [!NOTE] > Deduction totals shown for an employee reflect the payment's **pay date**, not the pay period's end date. For details on how a specific payment's deduction totals are calculated, see the [Payment Details Page](https://docs.restaurant365.com/docs/en/payment-details-page). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6MHGB94U.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A13%3A33Z&se=2026-11-09T18%3A13%3A33Z&sr=c&sp=r&sig=EMoOzhuxZfE2jK5qwclwOfadeLxDbl01orftgYPaltg%3D) | | Button/Field | Description | | --- | --- | --- | | **1** | Search | Filters the grid for the provided text. | | **2** | Filter | Opens the [filter columns](https://docs.restaurant365.com/doc/docs/working-with-smart-grids#filter) window where users can create and apply filters to the table. | | **3** | Columns | Opens the [column menu](/doc/docs/working-with-smart-grids), where users can select to show, hide, or rearrange columns. | | **4** | Excel Icon | Exports the deduction grid to a downloadable csv format on Microsoft Excel. | | **5** | Refresh | Refreshes the grid to update and display the current information. | | **6** | Add Deduction | Opens the wizard to add a new employee deduction. | | **7** | Deduction Row | Opens the [deduction’s details page](https://docs.restaurant365.com/docs/workforce-employee-records-deductions-and-benefits-details-sidesheet). | ### Columns | Column | Description | | --- | --- | | Deduction type | Type of deduction such as medical insurance, 401K, etc. | | Tax type | The taxation method of the deduction. Options include: - Pre-tax - Post-tax | | Deduction status | Status of the deduction: - Active - Completed - Future | | Payroll company | The legal entity tied to the deduction. | | Frequency | The dollar limit frequency applies to specific deductions, such as 401(k) contributions. | | Start date | The date when the deduction becomes active. | | End date | The date when the deduction becomes inactive. Deductions are not applied to payments that “start” after this date. > [!NOTE] > If the date range of the payment starts before the end date, and ends after the date, the deduction would still be included. | | EE deduction | The amount deducted from the employee’s paycheck. | | ER contribution | The amount contributed from the employer. | Restaurant365 Access rights granted to users or user roles that dictate what actions they can perform within the system. A database entry that contains detailed info about an employee, including personal details and employment history. An organization or company configured in R365 that represents a distinct legal and tax-reporting unit. Legal entities contain one or more locations and define how financial and operational activity is grouped, reported, and filed.