Overview: Employees and contractors can complete payroll onboarding from the Buddy Punch website. Onboarding ensures payroll can be processed correctly by collecting required personal, tax, and payment details.
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Complete Payroll Onboarding (Employee/W-2)
1. When you log in for the first time after payroll onboarding has been initiated, you'll be asked to Setup Multi-Factor Authentication. This is required to access payroll features.
You can do this by scanning the QR code with an authenticator app on your phone — Google Authenticator, Microsoft Authenticator, Authy, and 1Password all work.
If you can't scan it, enter the key printed beneath the code manually instead. Then enter the 6-digit code your app generates and click Verify:
2. Your recovery codes appear next. This is the only time they are shown, so click Download as .txt and keep the file somewhere safe — these are what get you back in if you lose your phone. Then click Done:
Note: Each recovery code works once, and can be entered in place of an authenticator code if you don't have your phone. If you use them up or lose the file, you can create a fresh set from My Profile --> Regenerate recovery codes.
3. Once Multi-Factor Authentication (MFA) has been set up, you should see a blue banner prompting you to complete payroll onboarding, along with a new Payroll Setup option in the top navigation:
4. Once either are clicked, you'll be asked if you want to receive your annual tax documents with options including:
Electronic Copy
Paper Copy Mailed to your home address
Make a selection and Save.
5. You will receive a pop-up where you'll want to click Get Started:
6. You'll first need to enter your Personal info, which includes details such as your name and date of birth. Enter the required details and click Continue:
7. You'll then need to specify how you want to be paid, whether by direct deposit or manually by your employer. Make a selection and click Continue:
8. If you choose to get paid via direct deposit, you can either manually enter your checking or savings bank information or Connect via Plaid:
9. As a final step, you will need to click on and complete all the Tax withholding forms available to you. Once all forms have been completed, click Continue:
10. You'll be taken back to the Time Entry page and receive a green confirmation message stating Payroll has been set up successfully:
Complete Payroll Onboarding (Contractor/1099)
1. When you log in for the first time after payroll onboarding has been initiated, you'll be asked to Setup Multi-Factor Authentication. This is required to access payroll features.
You can do this by scanning the QR code with an authenticator app on your phone — Google Authenticator, Microsoft Authenticator, Authy, and 1Password all work.
If you can't scan it, enter the key printed beneath the code manually instead. Then enter the 6-digit code your app generates and click Verify:
2. Your recovery codes appear next. This is the only time they are shown, so click Download as .txt and keep the file somewhere safe — these are what get you back in if you lose your phone. Then click Done:
Note: Each recovery code works once, and can be entered in place of an authenticator code if you don't have your phone. If you use them up or lose the file, you can create a fresh set from My Profile --> Regenerate recovery codes.
3. Once Multi-Factor Authentication (MFA) has been set up, you should see a blue banner prompting you to complete payroll onboarding, along with a new Payroll Setup option in the top navigation:
4. You will receive a pop-up where you'll want to click Get Started.
5. You'll first need to specify if you're working as an individual or a business, click Continue, and enter the relevant details:
6. You'll then need to specify how you want to be paid, whether by direct deposit or manually by your employer. Make a selection and click Continue:
7. If you choose to get paid via direct deposit, you can either manually enter your checking or savings bank information or Connect via Plaid:
8. As a final step, you will need to click on and complete all the Tax withholding forms available to you. Once all forms have been completed, click Continue:
9. You'll be taken back to the Time Entry page and receive a green confirmation message stating Payroll has been set up successfully:
