Buddy Punch

This article covers everything we need at Buddy Punch to properly onboard your company.

Payroll: Company Onboarding

Step-by-step instructions on how to view previous payrolls as an Administrator from the Buddy Punch website.

How to View Previous Payrolls

Step-by-step instructions covering where to view Buddy Punch Payroll tax deposits as an Administrator from the Buddy Punch website.

How to View Payroll Tax Deposits

Step-by-step instructions on how to add company benefits as an Administrator from the Buddy Punch website when using Buddy Punch Payroll.

How to Add Company Benefits

Step-by-step instructions covering how to view and update company payroll details as an Administrator from the Buddy Punch website.

How to View Company Payroll Details

Step-by-step instructions covering how to link QuickBooks Online Accounting software with our payroll services as an Administrator from the Buddy Punch website.

How to Add QuickBooks Online Accounting Software (Buddy Punch Payroll Required)

How to Manage Remote Employees' Payroll Taxes

Step-by-step instructions for Administrators to add additional payroll workplaces and how to assign them to employees through the Buddy Punch website.

How to Add and Assign a New Payroll Workplace

A step-by-step guide to enrolling your employees in benefits through the SimplyInsured + Buddy Punch Payroll integration.

Buddy Punch + SimplyInsured

Step-by-step instructions on how to update the default bank account and select it on a draft payroll.

How to Update the Company Default Bank Account for Future Payrolls and Payrolls in Draft

Company Administration

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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