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Employee Onboarding

Step-by-step instructions on how to go through the employee onboarding process.

Rachel avatar
Written by Rachel
Updated over a year ago

Overview: Employees can complete the payroll onboarding themselves through our website, or an Administrator can complete it for them.

Instructions:

Additional Resources:


Employee Self-Onboarding

1. To begin the onboarding process as an employee, login to your account—you'll be prompted to set up multi-factor authentication. This is in place to ensure the security of your pay and tax information:

2. After that, you'll be taken to the time entry page—click Payroll Setup in the top navigation to begin the onboarding process:

3. You'll then be asked to specify how you'd like to receive your tax documents, either electronically or by paper:

4. The remaining onboarding consists of:

  • Entering your payment details

  • And personal information

  • Along with tax withholding information:


Employee Admin-Onboarding

1. To start the onboarding process for an employee, as an Administrator, login and click Payroll in the top navigation followed by People:

2. Then click View next to the name of an employee:

3. You'll now be viewing the employee payroll profile, where you can click Finish Setup to complete the employee's onboarding:

4. The onboarding consists of:

  • Entering employee payment details

  • And personal information

  • Along with tax withholding information:


FAQ:

Q: Can I (the employee) be paid by check?

A: Yes, in addition to direct deposit, employees also have the option to be paid by check.

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