Linking an Employee to an Individual Record

In order to access Payroll History in Engage, your employees will need to create a login at the church's Engage URL. (see Using Engage for more about setting up the organization's Engage URL and Creating An Account for instructions the employee will follow to create their Engage login credentials).

One further step that must be completed in order to give the employee access to the pay history in Engage is to link the Employee Record in CDM+ Payroll to the person's Individual Record in CDM+ Membership. 

In CDM+ Payroll, select the employee you wish to link and choose the Employee Info tab.

Click Change and check the box next to Link to Address Record, then click on Select Address.

This will bring up a search window from which you can Find the employee's address record in your Membership database.

Click OK. Now in the lower-left portion of the Employee Info tab, you will see the option to choose the Individual from a drop-down menu.

Select the individual from the drop-down menu and click Save.

This employee's record in Payroll is now linked to his/her Individual Record in Membership. The employee can now use his/her Engage login to access Payroll history from the web browser on a smartphone, tablet or computer.

Repeat this process for each employee.