Employees → Employee Wizard → Step 4

💡Optional: These fields do not apply to all companies.

Companies tracking Job, Workers Comp, SOC, and Treasury Tipped Occupation codes can complete the pertinent information.

Manager and Supervisors can be assigned to the employee for companies using the HR features in the payroll system.

Job: If applicable, assign a job to the employee.

Workers Comp:  If applicable, add the employee’s WC code if tracking through payroll.

SOC Code Search: If applicable, choose the Standard Occupational Classification (SOC) code. See the SOC Code Reporting & SOC 1 Report Request Process article for more information.

Treasury Tipped Occupation Code: (For tipped employees only) Select the appropriate three-digit code to identify an employee's qualifying tipped occupation for the federal tip deduction. The code will be reported in Box 14b of Form W-2 (starting in tax year 2026).

Next. (Continue in Step 5: Federal Income Tax)