This checklist is designed to assist you in gathering all of the information you will need to start services with OnPay. While some of these items may not apply, they are meant to be a guideline to ensure there are no hiccups along the way.
Company tax identification numbers
- Federal Employer ID Number (FEIN)
- State Withholding Tax ID
- State Unemployment Tax ID
- Sign and Return Form 8655 (Reporting Agent Authorization)
Preparing for payroll
- Set up Pay Schedule
- Enter Employee Worksites
- Add Employees
- Add Additional Authorized Users (If Applicable)
- Set Up Deductions (If Applicable)
- Set Up Custom Payroll Pay Items (If Applicable)
Banking and payroll history
- Verify ACH for Company Bank Account
- Complete Direct Deposit Setup
- Send in Prior Payroll Information (If Applicable)
- Order Check Stock for Printing Checks (If Applicable)
Additional items to consider
- Establish Worker’s Compensation Coverage
- Establish Health Benefits
- Order Compliance Posters
- Set up Payroll Accrual Policies
- Set up any accounting, time keeping, or other integrations
v6.0