This article explains how US Payroll clients can complete their entity onboarding on-platform.
In this article
Adding employees to a new entity
How to create a new entity
✅ Step 1 - Select Organization Settings > Entities card
✅ Step 2 - Enter entity details
Click Create Entity and fill out the required details such as legal name, address, and digital presence. Review the details and submit.
After the entity is created, our team will enable US Payroll and notify the client upon completion.
A task list will be presented on the home screen to guide through the necessary steps for seamless entity onboarding.
How to add employees to an entity
Once the entity is configured, employees can be added to it.
To add employees during entity onboarding, use the task list in the Organization Settings Icon > Entities or on the homepage.
Please ensure that only US direct employees are added under the newly created US Entity.
Other employee types, including Contractors, EOR, etc., should be added to a separate entity, named '[Entity Legal Name] - all other employees' for clarity.
✅ Step 1 - Select Organization Settings Icon > Entities card
In the entities tab, select your entity.
✅ Step 2 - Add Employees
Enter the employee details, add their payslips, and continue with their Employee Agreement. Review the information and click on Upload.
How to set up a payroll schedule
✅ Step 1 - Go to the Organization Settings Icon and select Entities card
On your homepage click on the Organization Settings icon and select Entities card.
Select an entity and in the task list, select the option to Set Payroll Schedule.
✅ Step 2 -Select the frequency of your payroll cycle
Set up the frequency of the payroll cycle and choose between a Monthly, Semi-Monthly, or Bi-Weekly cycle.
Enter the required information for the selected payroll cycle.
✅ Step 3 -Assign payroll approvers
Assign payroll approvers, with the option to select more than one.
Review the payroll schedule details and click Publish to confirm.
How to add State Registrations
After adding employees and setting up the payroll schedule, state and payroll registration information must be added.
✅ Step 1 - In your tasklist, select Add registrations
✅ Step 2 - Select the states to add in details
Select each state to add in the respective details. Review the information and submit it.
Congratulations! You are now ready to process payroll.
Frequently Asked Questions
[ACCORDION] Can I add other worker types to my US Payroll entity?
Only US Payroll direct employees should be added to the created US entity. Other employee types, including Contractors and Employer of Record (EOR), should be added to another entity named '[Entity Legal Name] - all other employees'.
[ACCORDION] How do I edit state registration information?
Clients can edit the state registration information such as tax contribution rates and change Unique Identifier numbers by going to Organization Settings Icon and selecting the entities card.
Click on the Global Payroll tab and scroll down to select the state registration to be edited. If the client wants to edit the Tax Registration rates they can click on Modify rates and input new rates with effective dates for tax filing purposes.
Please note that retroactive changes to tax registration rates after payroll approval will require amendments and may result in additional charges.
To request changes to Unique Identifier numbers provided during onboarding, click on the three dots and select Update Unique Identifier. Select a reason for requesting these changes. Update the unique identifier number and click on continue.