Before your employer can pay you by direct deposit, you must complete your payroll onboarding by providing your personal, tax, and bank account details. After you have completed onboarding, you will be able to get your paystubs, as well as view and download your employee payroll, and obtain tax documents when they are available.
You must complete and submit an Employee's Withholding Certificate (Form W-4 for employees or Form W-9 for contractors) for the business's payroll records. Employees must also sign a direct deposit authorization form.
Important
You cannot be paid by your employer until you complete your payroll onboarding.
Prerequisites: This feature requires Vagaro Payroll and is available only to businesses in the US.
To complete your self-onboarding:
-
Open your onboarding invitation from your employer, then select Get Started.
-
Check your email for an invitation from your employer.
-
Check the Notification Panel
for a message to Setup Payroll.
-
-
In the Basic Info screen, verify your information, then select Next.
-
If you're an employee:
-
Enter your Federal Tax heading, using the IRS Calculator (Tax Withholding Estimator) if needed, to determine and Set Up Withholdings, then select Next.
-
Under the State Tax heading, provide your tax filing and withholding information, then select Next. The details for this section will vary depending on your state,
-
-
In the Payment Details screen, select how you would like to receive your funds, then select Next.
-
Direct Deposit: Select a bank account already listed, or select Add Bank Account to enter your Employee Bank Account information by connecting to Plaid or manually entering your bank details.
-
Check: Get paid with a physical check to be cashed or deposited at your bank.
-
-
Optionally, if you selected Direct Deposit, set up how you want to split your payments into multiple accounts:
-
Select Add New Bank Account and add the second bank account's information. Repeat this step as required to add any other bank accounts to split the paycheck into.
-
At the bottom of the screen, select Split Paycheck.
-
Under Select Payment Split, select the By Percentage % or By Amount $ tab, then enter how much of each paycheck should go into each account.
-
Select Save.
-
-
Review and sign your onboarding forms, then select Next.
-
If you're onboarding as an employee, complete your Form W-4 and Employee Direct Deposit Authorization.
-
If you're onboarding as a contractor, download and complete your Form W-9.
-
-
In the confirmation screen, select Continue to Calendar to begin scheduling customer appointments.
-
If you're an employee, provide a copy of your paystubs for the current tax year to your employer.
Comments
0 comments
Please sign in to leave a comment.