The following information is required for all employees:
- Legal Name
- Social Security number
- Date of Hire
- Date of Birth (if offering retirement benefit)
- Pay Rate calculation type (Salaried, Hourly, Independent Contractor)
- Pay Rate
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.
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.