How to update an active/inactive employee's SSN

Question

As an employer using 7shifts payroll, am I able to update an employee's SSN tied to their 7shifts profile? Whether they are active or inactive?

Answer

Employers using 7shifts Payroll can add or edit an employee's SSN if the SSN entered during onboarding is invalid or is missing.

Employees missing an SSN or with an invalid SSN will not receive payments and will block the entire payroll from running. To resolve this:

  1. Update the SSN in the steps provided below, or
  2. Remove the employee from the payroll to unblock the rest of the payroll. Once the correct SSN is entered, run an off-cycle payroll for those employees who had invalid IDs.
  3. If the SSN field is greyed out and cannot be updated by the employer, the employee will need to update their tax withholding forms themselves. Learn how here. 

To update or edit an active employee's SSN, employers can follow the steps below:

  1. Log in to the 7shifts web app as an admin.
  2. Navigate to Payroll > Run Payroll > Employees and filter the list to view employees who are "Blocked for Payroll."
  3. Hover over the employee’s payroll status and select Review Details
  4. Add or update the SSN field as required.
    Screenshot 2024-10-03 at 10.08.08 AM.pngScreenshot 2024-10-03 at 10.08.52 AM.png

To update an inactive employee's SSN, employers can follow the steps below:

⚠️ If an employee did not work any hours while employed. Updating the SSN is not necessary.

  1. Log in to the 7shifts web app as an admin.
  2. In the left navigation bar, select Team and then select Employees.
  3. Search for the inactive employee and click on their profile.
  4. In the employee profile, click the Employment tab.
  5. Under Employment History, click + Add an Active Employment PeriodYou do not need to reactivate the employee.
  6. Go to the left navigation bar and select Payroll and then Employees.
  7. Find the employee in the list and update their SSN.  
  8. Go back to the employee's profile and click the Employment tab.
  9. Delete the employment history entry that you just created to keep your records accurate. 
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