---
title: Setting up a Worker in Corfix, with Corfix Payroll.
description: This article will summarize how to set up new employees into Corfix if you are using Corfix Payroll.
---

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3. [Employee Setup](https://knowledge.corfix.com/articles/corfix-payroll?hsLang=en#employee-setup)

November 11, 2025

# Setting up a Worker in Corfix, with Corfix Payroll.

## This article will summarize how to set up new employees into Corfix if you are using Corfix Payroll.

#### 1. Worker Creation in Corfix

Workers are first created and activated in the **Workers Page**. When a worker is activated, their profile information is sent automatically into **Corfix Payroll**.

![Screenshot 2025-11-11 at 10.51.55 AM](https://knowledge.corfix.com/hs-fs/hubfs/Screenshot%202025-11-11%20at%2010.51.55%20AM.png?width=688&height=345&name=Screenshot%202025-11-11%20at%2010.51.55%20AM.png)

### **Required Fields (Corfix Worker Profile → Corfix Payroll)**

The following worker details must be entered in Corfix before activation so they flow into Payroll:

- **First Name**
- **Last Name**
- **Employee Number**

**Under Personal Details**

- **Date of Birth**
- **Street Address**
- **City**
- **State/Province**
- **Postal/Zip Code**
- **Country**
- **Personal Email**
- **Personal Phone**

💡 *Optional fields such as gender, allergies, or preferred language may be entered, but only the above highlighted fields are essential for payroll integration.*

---

#### 2. Pay Rate Setup

From the worker setup screen in Corfix:

- **Regular Pay Rate Override** – base hourly rate (e.g., $30/hr).
- **Overtime Pay Rate Multiplier** – typically **1.5x**.
- **Double Time Pay Rate Multiplier** – typically **2x**.

![Screenshot 2025-11-11 at 9.24.32 AM](https://knowledge.corfix.com/hs-fs/hubfs/Screenshot%202025-11-11%20at%209.24.32%20AM.png?width=688&height=162&name=Screenshot%202025-11-11%20at%209.24.32%20AM.png)

For more on Managing Workers Pay Rates after the initial creation please click here, [Add/Manage Hourly Workers](https://knowledge.corfix.com/articles/setting-up-worker-pay-rates?hsLang=en)

💡 *These rates determine how standard, overtime, and double-time hours are calculated once transferred to Payroll.*

---

#### 3. Worker Activation and Payroll Sync

- Once **activated**, the worker’s personal and pay rate data is automatically transferred to **Corfix Payroll**.
  
  ![Screenshot 2025-11-11 at 10.54.46 AM](https://knowledge.corfix.com/hs-fs/hubfs/Screenshot%202025-11-11%20at%2010.54.46%20AM.png?width=688&height=279&name=Screenshot%202025-11-11%20at%2010.54.46%20AM.png)
- The worker can then be located in **Corfix Payroll** by searching for their **Name**.

---

#### 4. Completing Setup in Corfix Payroll

After syncing, the payroll administrator must manually complete additional payroll-specific fields in the worker’s **Corfix Payroll Profile**:

### **Mandatory Payroll Fields**

- **SIN (Social Insurance Number)**
- **Bank Account Information** (for direct deposit)

### **Company-Defined Payroll Settings**

- **Vacation Pay** – configured according to company’s preset rules.[How to set up Company Vacation Default Pay.](https://knowledge.corfix.com/articles/vacation-pay-calculation-timing?hsLang=en)

[Setting up Presets](https://knowledge.corfix.com/articles/setting-up-employee-pay-items-benefits-deductions-allowances-reimbursements-and-earnings?hsLang=en)

- **Benefits, Allowances, and Deductions** – applied based on company presets (health, pension, union dues, etc.).
- **Reimbursements** – any company-specific expense reimbursements.
- **Statutory Holiday Pay** – ensure compliance with jurisdictional requirements.

---

#### 5. Ongoing Maintenance

- Updates to personal details (address, contact, pay rate changes) in Corfix **will flow into Payroll** once the Worker profile is saved.
- Payroll-specific items (e.g., SIN, banking, deductions) must be maintained **within Corfix Payroll** directly.
- Ensure Employee Number remains unique and consistent to avoid sync errors.
- Ensure Pay Rates are edited with the Corfix Worker account, for more refer [here.](https://knowledge.corfix.com/articles/setting-up-worker-pay-rates?hsLang=en)

---

#### Summary Workflow

1. 1. **Create Worker** in Corfix → Enter required fields (personal + pay).
     2. **Activate Worker** → Data flows into Corfix Payroll.
     3. **Open Corfix Payroll** → Locate worker profile.
     4. **Complete Payroll Setup**: SIN, banking, vacation, benefits, reimbursements, stat pay.
     5. **Maintain worker profile** as changes occur (personal info in Corfix, payroll details in Payroll).

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