Client Center

New Hires

Required forms:

• New Hire form
• Form W-4
• Form I-9
• Form M-4

The following information is required for all employees:

1. Legal Name
2. Address
3. Social Security number
4. Date of Hire
5. Date of Birth (if offering retirement benefit)
6. Pay Rate calculation type (Salaried, Hourly, Independent Contractor)
7. Pay Rate

Employee Changes

Required form:

• Employee Change form

The Employee Change form must be used for all changes, except Direct Deposit related changes. If an employee is changing their tax withholdings, a new Form W-4 must be submitted.

Direct Deposit

Required Forms for employees:

• Employee Direct Deposit Authorization form
• Voided check, with imprinted name, or signed bank letter

For Clients initial set-up for direct deposit, either an ACH Agreement or a Client Agreement will be required, depending on banking relationships. Contact us directly to get the appropriate form for this initial set-up.