Overview: If you are using our payroll services and want a worker to onboard themselves, or they need to make a change to their payroll details, that process can be initiated by sending the payroll onboarding email.

1. To send or resend the payroll onboarding and allow a worker to update their bank account on their own, start by going to Payroll --> People:
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2. Click View next to the name worker in question to access their payroll profile:

3. Once in their payroll payroll, click Sending Onboarding Email located in the top right of the profile:

4. You'll see a green confirmation message shortly after:

5. When the worker next logs in, they'll see a blue banner letting them know Payroll Setup is available to them. They will also see Payroll Setup in the top navigation:

6. They'll be required to select how they want to receive their tax documents:
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7. And then be presented with a payroll module where they can enter remaining personal, direct deposit, and tax withholding information: