Getting Started

• What to know when switching to OnPay
• Prior payroll information needed
• Getting the most out of your OnPay free trial
• Onboarding Center

• Company Basics
• Owner or officer information
• Reporting agent authorization (Form 8655)
• Company bank account
• Pay Schedules
• Worksites

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• Navigation and using OnPay
• Logging into OnPay with single sign-on
• Protect your account with multi-factor authentication
• How to request support
• My requests: Tracking support tickets
• Trouble logging in?

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• App Directory
• Dashboard: Customizations & quick actions
• How to download files and forms
• Accounting and time tracking integrations
• Obtaining check stock
• Offering health benefits

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• How to sign up and create your OnPay account
• OnPay Pricing
• FAQ: Sales tax
• How to refer a small business to OnPay
• Can I access OnPay outside the US?
• FAQ: Account and billing