Overview
This article is designed to provide an overview of how to implement When I Work Payroll and all the details you will need to get started.
Step 1: Complete enrollment form
Complete the enrollment form, which asks for the following information:
- FEIN
- Legal Name
- Trade Name or DBA (if applicable)
- Number of employees
- Number of contractors
- Current payroll provider
- Estimated amount of money that will be paid to employees and contractors per pay period.
Step 2: Demo with Sales
Get a glimpse of how Payroll works with Scheduling and Attendance and see the value of a real-time, all-in-one solution.
Step 3: Prepare for onboarding
Ensure that your workplace is ready for onboarding by completing the following tasks:
- In your When I Work account:
- Enter addresses for every Schedule and Job Site.
- Assign at least one schedule to every user profile.
- Enter hourly rates in every user profile.
- Collect specific information to bring to your first onboarding call with a Payroll Support Specialist:
- Workplace PTO policies and accrual rates.
- Your pay schedules and first intended pay date.
- User information using this template to help you gather the necessary information.
Step 4: Payroll Support Specialist onboarding call
Meet with a When I Work Payroll Support Specialist to complete onboarding and answer any questions specific to your workplace. During the call, you will complete two links to migrate information from your current system:
- Payroll Company Onboarding Link Reference
- If you are in Washington state, check out the Washington State Tax Setup Reference for specifics about what you will need.
- If you have QuickBooks Online for Accounting, you can set up a sync from When I Work Payroll to QuickBooks Online. Check out Sync Payroll to QuickBooks Online for Accounting for more information.
- Previous Payroll Provider Access Link Reference
Step 5: Implementation
All of your information will be submitted and reviewed. It will take at least 14 business days to process this information before your first intended pay date.
Step 6: Go live
Once all of your information is implemented Payroll will be active in your When I Work account.
Step 7: Run Payroll
Schedule your first Payroll run, which can be 2-3 days before the first pay date.
(Optional): Schedule your second payroll run, which can be 2-3 days before the second pay date.