Team member name vs Payroll Legal name

Does the team member name have to be the same as the Payroll Legal Name? I have an employee who goes by a different name and I would like that name to appear in scheduling, etc. Can I change the team member name but leave the Payroll legal name alone so that their checks and W2s are correct?

738 Views
Message 1 of 2
Report
1 Solution
Square Champion

Solution

Hi @ddavies.  You very much can.  I have a current employee who changed their name last year.  In the initial Team Member maintenance screen, change that name in the “Personal Information” section and save it.  This will NOT change the name in the Payroll section, which should match legal names as contained in SS and IRS records.

 

Also, FYI, this works for nickname, like mine.  The name I go by is not the same as my legal name since I was given a nickname that stuck early in my life.

 

Let us know if you should need anything else.

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!

View Solution >

715 Views
Message 2 of 2
Report
1 REPLY 1
Square Champion

Solution

Hi @ddavies.  You very much can.  I have a current employee who changed their name last year.  In the initial Team Member maintenance screen, change that name in the “Personal Information” section and save it.  This will NOT change the name in the Payroll section, which should match legal names as contained in SS and IRS records.

 

Also, FYI, this works for nickname, like mine.  The name I go by is not the same as my legal name since I was given a nickname that stuck early in my life.

 

Let us know if you should need anything else.

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!
716 Views
Message 2 of 2
Report