We make it super easy to switch by moving all of your employee and prior wage data for you. Here's how it works:
What we'll cover
- Why OnPay enters your workers for you
- What information OnPay needs to enter workers
- Where you can get this information
- Still need to add workers on your own?
Why OnPay enters your workers for you
While you could always add your workers on your own, we understand you're probably trying OnPay because you want less admin work, not more. That's why our Implementation team is ready to accurately enter your workers' information for you, including their prior pay history!
Note: If you have already entered your workers' info, we will still need our Implementation team to enter their prior payroll history in order for us to file correctly on your behalf.
What information OnPay needs to enter workers
Our Implementation team will need to collect the following basic information for each worker:
- Full legal name
- SSNs or EINs (For all employees and contractors)
- ITINs (For contractors only, learn more)
- Date of birth
- Home address
- Worksite (if different from the main company location)
- Date of hire
- Work department
- Federal and State (if applicable) tax withholding elections for all W2 employees
Note: Employees default to a "Single/0" tax election unless otherwise indicated before running payroll.
Where you can get this information
If you've never used a payroll service before, then you've either handled it on your own, or you've hired an accountant or a bookkeeper to manage it for you. Use these historical records to provide the information listed above.
If you're switching from another payroll service, your current payroll provider will have an Employee Report containing this information. It can be titled a wide range of names including:
- Master Control
- Employee Summary
- Employee Information
- Employee Earnings Report
What's important is that it includes ALL fields detailed under "What information OnPay needs to enter workers".
Still need to add workers on your own?
That's great! You can enter their info manually, or invite them to self-enroll. Click below for instructions.