EasyTeam Payroll - Setting Up Your Payroll Account
Setting Up Your Payroll Account
Getting started with EasyTeam Payroll is straightforward. Our onboarding process takes just an hour and guides you through setting up your payroll system step by step.
You'll complete initial setup screens with your business details, pay schedules, and tax information, then invite your team to enter their information.
If you're switching from another provider, we'll help migrate your historical payroll data.
Last, once compliance checks are complete, you're ready to run your first payroll! Overall, you'll be able to run your first payroll with us within 1-2 weeks.
Getting Started
➡️ Log in to your EasyTeam account on desktop.
➡️ Click Payroll tab on the EasyTeam menu.
➡️ Click Setup Payroll, review and accept the pricing and Terms of Service.
Setup Process
The initial setup takes about an hour to complete and includes a few key steps:
Business Information:
Enter the estimated date you want to start using EasyTeam Payroll and whether you've already run payroll this year. You can change these later.
Work Location:
Add your primary business address.
Pay Groups:
Set up weekly, bi-weekly, or custom payment schedules and choose the first date on which you'd like your employees to get paid.
For new accounts, allow at least 4 business days between the end of the payroll period and the pay date.
Check out the 'Preview Pay Periods' section to verify everything's configured correctly.
Tax Information:
Enter your EIN and state tax account numbers, get these from tax documents from your state.
If your business is new, you can skip this step but you'll have to fill it in before running payroll.
Banking:
Connect your company bank account. Choose your banking provider from the list and complete a short verification process.
If your provider is not on the list, go through a manual verification process. Read more about it on Manual Banking Verification.
Documentation:
Sign required authorization forms.
Manual Bank Verification:
If you went through manual bank verification, complete the verification process on this step.
Payroll Data Migration
Now that you've completed the EasyTeam payroll onboarding process, it's time to migrate your payroll data from your previous provider, ensuring a smooth transition.
There are two ways to migrate your payroll data:
If you haven't run any payroll this year, you can skip the migration step entirely.
Method #1 - Quick Method - Recommended
Add EasyTeam as an admin on your current payroll platform
Our team handles the entire migration process
Minimal effort required from you
Go through the step-by-step guide relevant to your payroll software, or search our helpdesk.
Method #2 - Manual Method
Download required reports from your current provider
Upload documents to EasyTeam or email them to our payroll team
Our team will review and complete the migration
Go through the step-by-step guide to download the correct reports from your payroll provider, or search our helpdesk.
Next Steps
Once setup is complete and data migration is verified, typically within 5 business days, you'll be ready to invite your team members to the platform!
Read How to invite staff members to payroll?.
Need help with setup or have questions about data migration? Don't hesitate to reach out via the chat bubble in the bottom right corner, or check our detailed migration guides for specific providers ❤️
Updated on: 25/11/2024