New User Checklist

Gather the following pieces of information and you’ll be up and running in no time. You’ll be asked to enter this information during the setup process.

Step 1: Organization Details

Step 2: Tax Setup

Federal Tax Information

CA State Tax Information

Step 3: Configure Pay Schedule

Step 4: Bank Account Setup

Step 5: Add Employees

Basic Information

Personal Information

Tax Information

Employee Bank Information

Step 6: Record Prior Payroll Information

Gather all previous paystubs for each employee with YTD information.

Step 7: Verify Bank Account