Contents x
      Setting Up Payroll
        • Print
        Contents

        Setting Up Payroll

          • Print
          Article summary

          Getting your company set up in Steelhead Payroll for the first time is a very simple process. You can save information as you go if you choose to manually enter your company information, or migrate information directly from your current payroll provider.

          To get enrolled in payroll, contact support. Once you are enrolled, there are a few steps needed to complete onboarding.

          Onboard Your Company

          1. Navigate to your Timesheets dashboard. Click on Configuration, Payroll, then Setup. Click the ONBOARDING button.

          2. You can either Migrate your information from your current payroll provider, or onboard your company by manually entering information.

          If you are onboarding during the calendar year, we recommend the Migration method for a more seamless transition and for year-end tax purposes.

          If you are onboarding at the beginning of a calendar year, the manual entry method is a very quick step by step process.

          3. MIGRATE FROM CURRENT PAYROLL PROVIDER will open up this dialog box for you to enter a few details so that Check can pull your company information.

          4. To onboard manually, click ONBOARD COMPANY

          5. Starting with Company Details, you'll need:

          • Industry
          • Company Type
          • Company Name
          • Company Phone Number
          • Company Address
          • Number of W2 Employees

          6. For Payment Method, you'll need your company bank account information in order for Check to debit your account and distribute funds to your employees.

          7. For Tax Setup, you'll need to enter tax information for each jurisdiction you do business in.

          1. Employees can be set up by the Payroll Admin, or each employee can fill in their own information from their User page.

          9. You will also need to sign the authorization forms to grant Check the authorization to process your payroll.

          10. Once the Company information is complete, click COMPANY SIGNATORY

          11. A Company Signatory is a person who is authorized to sign official documents on behalf of a business for payroll purposes. Once created, you will not be able to edit these, but you may add a new Signatory if needed.

          12. Click COMPANY PAY SCHEDULE

          13. Select a Pay Schedule. If you need to edit a Pay Schedule, edit from Pay Schedules page.

          14. Once you've added all necessary information, click CLOSE.

          Was this article helpful?
          What's Next