Client Onboarding Checklist

This checklist is designed to help new clients complete essential tasks to get started with the payroll system. Follow each step to ensure you’re ready to process payroll on time and accurately.

Onboarding Checklist

1. Create Your Company Profile

   • Set up your company details, including name, address, and contact information.

2. Upload Employee Data

   • Import employee records, including personal information, pay rates, and tax details.

3. Set Up Pay Structures

   • Define pay rates for employees (hourly or salaried) and any applicable pay frequencies (e.g., weekly, bi-weekly).

4. Configure Deductions and Benefits

   • Set up deductions such as taxes, insurance, and retirement contributions.

   • Assign benefits (e.g., health insurance, paid time off).

5. Verify Tax Settings

   • Ensure that employee tax profiles are correct, including TD1 forms and tax exemptions.

6. Set Up Employee Bank Account Information

   • Add banking details for payroll deposits.

7. Test Payroll Processing (optional)

   • Run a test payroll to ensure everything is set up correctly.

8. Finalize and Approve Payroll

   • Review the payroll and approve for submission.