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Payroll

Get ready to pay by direct deposit

A few things must be in place for the company and for each employee before pay can be deposited.

Needs a plan with Payroll (Starter and above).

Steps

  1. Company: open Company settings for the pay schedule, overtime, taxes, funding and approvals. Payroll home lists the set-up steps still to do.
  2. Each employee: under My payroll they fill in their W-4, any state form and their bank account.
  3. Each employee also enters their mailing address, date of birth and Social Security number under My profile, Address and tax.
  4. Payroll home and Business intelligence tell you who is not ready yet and what they are missing.
Payroll configuration with the setup checklist before the first direct-deposit payroll
The screen in Worktrim.

Open it in Worktrim

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