Forms and Important Links for Payroll Clients



To provide us with information about your new employees or updates to employee information:


  • To add a new employee, send us their Name, email, title and pay rate as well as any payroll deductions like insurance, etc., via chat message in our Client Portal
  • To update an employee’s pay or title, or deductions, send a chat message in the Client Portal
  • Have the employee complete our Client Employee Direct Deposit and Withholding Information. All employees should mark New Hire if we are setting up your payroll account, even if they are not technically new hires so that we can get all the information we need to set them up. They will use this same form to update their information if anything changes.
  • To submit your employee hours, wages, etc., use our Payroll Data Submission Template –Please upload this document to your client portal not later than noon on the 5th business day prior to your scheduled pay day (ex. Monday for Friday payroll). Don’t forget to check the task box in your reminder message so we’ll know the information is there and can start on your payroll.

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This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

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This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.

This is paragraph text. Click it or hit the Manage Text button to change the font, color, size, format, and more. To set up site-wide paragraph and title styles, go to Site Theme.