View in Help Center/New Window

Overview: Company Onboarding is a big part of the onboarding process and consists of entering your company details, such as bank account information, tax and withholding details, and more.

This article covers everything you need to know about the company onboarding process and the steps you need to take to ensure smooth onboarding.

When starting the payroll onboarding process, the first step is to complete as much of the company onboarding as possible. Doing so will get you approved for either a 2-day or a 3-day payroll more quickly.

The information you need to enter during the company onboarding process varies by state.

To begin the company onboarding process log into your Buddy Punch account and go to Payroll --> Company Details. Once on the Company Details page, choose the Setup link next to Onboard Status:

You'll then be taken through an onboarding process covering the following:

All employers must acknowledge the Terms of Service for our partner, Check Payroll. You can review the terms by clicking "Check Payroll User Service Terms" if desired, then check the box to acknowledge the terms of service and click Get Started:
​

Next, you'll need to create your company's profile in our system. You'll be asked to provide the following required information:

After you've entered all required information, click Save Details:

You'll then be asked to link your bank account. You can initiate this process by clicking Connect:

You’ll have the option to either enter your bank account details manually, or securely link your account using Plaid. Connecting with Plaid will result in immediate account verification.

If you opt to provide account details, please note that Check will verify with a prenote deposit and may ask for additional documents to verify account ownership.

After banking information has been entered, click Add Account to finalize the banking setup:

Once the banking setup is complete, you'll see your bank account listed as the default option. Click Continue to move on:

The tax setup area will request information specific to the displayed agencies. You will see Federal listed by default, though the states included may vary:

After you've completed the information for an agency, it will show with a green checkmark to indicate completion. Once all agencies have been entered, click Next to move on:

Finally, you must sign off on filing authorizations prior to running the first payroll. These authorizations allow us to make tax payments and file returns on your company's behalf. To sign, click the form:

This will open it and allow you to fill out information as needed. After completing all necessary sections, click Sign and Submit to finalize the form:

After all forms have been completed, the Continue button will become blue and clickable:

After clicking Continue, the setup is finalized, and you'll be shown a notice verifying that the company onboarding process is complete:

Q: What is a prenote deposit?

A: A prenote deposit is a $0 test transaction used to verify routing and account numbers, and are not visible to the account owner.