E A S Y O N B OA R D I N G C H E C K L I S T

1. Tax & Corporate Related Documents

Form 941 or 944 from 2014 (any quarter works,

but Q4 is preferable).

State quarterly report with your Company ID.

It will either be a state withholding report or

unemployment report. Check our help center

for any questions.

2. Banking Information

Routing & Account Number (You can get this from

a voided check or bank specification sheet).

3. Payroll Administrator

Primary contact full name.

Primary contact email address.

Pay frequency schedule (e.g., weekly, semi-monthly,

bi-weekly, month. See here for the pros & cons of

each pay schedule).

The first pay period start & end date and check date.

4. Employee Information

2014 active employee form W-4s and I9s.

Pay stubs with a check date processed in 2015 (if any).

Last pay stub for each employee with a 2014 check date.

Employee onboarding: You can onboard your employees,

or thanks to our unique feature, your employees can

onboard themselves. All we need is the employee’s

email address.

Switching to ZenPayroll is easy, especially at the beginning of the year. As you go through our simple online self-onboarding process, reference this printable checklist!

Switching from another payroll provider?

Click here to find out how to switch.

Are you ready to finish onboarding?

Click here to access your account.