{"count":127,"next_page":"https://help.justworks.com/api/v2/help_center/articles/search.json?page=2\u0026per_page=25\u0026query=onboarding","page":1,"page_count":6,"per_page":25,"previous_page":null,"results":[{"id":360004481811,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/360004481811.json","html_url":"https://help.justworks.com/hc/en-us/articles/360004481811-Justworks-PEO-Company-Enrollment-and-Onboarding-FAQs","author_id":363713680512,"comments_disabled":false,"draft":false,"promoted":false,"position":2,"vote_sum":25,"vote_count":51,"section_id":32936373699739,"created_at":"2018-06-01T21:33:12Z","updated_at":"2026-07-10T15:09:31Z","name":"Justworks PEO Company Enrollment and Onboarding FAQs","title":"Justworks PEO Company Enrollment and Onboarding FAQs","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-10T15:09:30Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/32180372983195\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eThe information in this article is tailored to companies going through the expedited enrollment process. If you are working with a sales representative (as opposed to an Enrollment Manager), please reach out to them directly for questions or additional guidance. \u003c/p\u003e\u003ch2 id=\"h_01HRTB3SFG7DK8Z8VSS3ZBFBS3\"\u003eEnrollment Process\u003c/h2\u003e\u003ch3 id=\"h_01HAN4283FTFWEQTYFY51KVSW7\"\u003eDoes Justworks have a minimum number of employees or payroll amount for enrollment?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eJustworks PEO is dedicated to serving entrepreneurs and companies of all sizes. We require a minimum of two individuals who are a part of a Justworks PEO member company to run payroll, though one can be classified as an unpaid owner. An employee filling the minimum requirement can either be a full-time or part-time W-2 employee (hourly or salaried) and paid at no less than minimum wage. There is no minimum amount of payroll beyond what the Department of Labor specifies as minimum wage.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eIn order to gain access to benefits, W2 employees and paid owners must work 30 hours or more per week and cannot be members of the same household. Unpaid owners are also eligible for benefits, but their premiums will need to be covered in full by the company. \u003c/span\u003e \u003c/p\u003e\u003ch3 id=\"h_01HRTAQ552DDDEQ2989PJG1Y12\"\u003eHow do I sign up for Justworks PEO? \u003c/h3\u003e\u003cp\u003eIn order to begin the enrollment process, create a trial account \u003ca href=\"https://secure.justworks.com/go?utm_source=justworks\u0026amp;utm_medium=link\u0026amp;utm_campaign=fy24_help_center\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e. If you’ve already created your account, login \u003ca href=\"https://login.justworks.com/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e to get to your dashboard. Once you’ve created your trial account, you’ll be connected to someone on our team to help with any questions. Note: If you are working already with a sales representative, please reach out directly to them. \u003c/p\u003e\u003ch3 id=\"h_01HRTARCQCDHWA61YJT08RCXH5\"\u003eHow long will enrollment and onboarding take?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eCompanies in expedited enrollment can complete the enrollment process in 2-3 weeks. However, the enrollment timeline is largely dependent on how long it takes the company to complete your application. Since we need to fully understand your business operations, functions, and ownership structure, we may have to ask you follow-up questions that can delay onboarding. It’s extremely helpful to provide detailed answers in your workers’ comp application to expedite the process.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eOnce you’re approved for workers' comp and verify your company bank account, you’ll reach the “Complete Enrollment” step of the process, where you’ll be able to select a desired start date to officially launch Justworks PEO as your PEO. This date will either be on the 1st or 16th of the current or upcoming month.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HRTAS1FRBE8KNWDSG4F4J8PC\"\u003eWhat documents will I need for the enrollment process? \u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eIf you’re applying for health insurance through Justworks PEO and are currently offering company sponsored health insurance plans, you’ll need to provide a copy of your Summary of Benefits and Coverage (SBC) for each plan, most recent invoice (with plan details for all employees), and the following year renewal packet (if available). \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eWhen applying for workers' comp, you’ll need to provide your company’s AOI (Articles of Incorporation) or formation documents. If you have an active WC policy, you’ll need to provide a Loss Runs Report from your carrier. If you have active EPLI coverage, you’ll need to provide your COI (Certificate of Insurance).\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HRTAS1FRH61GHEFZG974V7DY\"\u003eWhat happens after I complete enrollment? Who will help me get started?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eOnce you’ve requested your start date and signed your customer service agreement, one of our onboarding associates will be in touch within a couple days to help. They will be your point of contact to make sure that you’re all set to run your first payroll.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eIn the meantime, you can set up any benefits you’re interested in making available to your employees following your start date. Just visit your company’s Benefits Center by selecting “Benefits” in the left-hand navigation menu.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HRTAS1FREQYB8DQHJ3T1JBX2\"\u003eIs there something I should be telling my previous providers?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eOnce your start date is confirmed by Justworks PEO, you can let your current providers for payroll, EPLI (if applicable), and health insurance (if applicable) know that you are terminating your relationship as of the day prior to the confirmed start date. Workers’ comp should be terminated as of your Justworks PEO start date. Note, some payroll and insurance providers may require a certain number of days’ prior notice when terminating services. \u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HRTASRQEJKH06MGF0NMM8DZF\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eWorkers' Comp Insurance\u003c/span\u003e\u003c/h2\u003e\u003ch3 id=\"h_01HRTATHSEVE1FF4QZGGS59CZM\"\u003eWhy do I need workers' compensation through Justworks PEO? Can I use my own workers' comp policy?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eDue to the business model of a Professional Employer Organization (PEO), and the fact that your employees become worksite employees of the PEO, Justworks PEO requires customers to be insured under their workers’ comp policy (with some limited exceptions). In order to be covered by Justworks PEO’ workers’ comp policy, we require you to answer some basic questions about your company and its operations during our onboarding process. Our carrier will make an evaluation based on the information you provide. \u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HRTATHSE6JWNKSXEBWAM5Y52\"\u003eHow does workers’ comp through Justworks PEO work for employees in monopolistic states? \u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eIf you are operating in a monopolistic state (Ohio, Wyoming, Washington and North Dakota), you will need to obtain coverage through your state carrier. Though employees who work in those states are paid via the Justworks PEO platform, they will not be added to our workers’ comp policy. All employees operating in locations outside of those states will need to be on Justworks PEO’s policy.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HRTATHSEPMGGAJN7P93D04N3\"\u003eHow long does it take to get a reply to my workers’ comp application? \u003c/h3\u003e\u003cp\u003eYou can expect a reply to your workers’ comp application within approximately 2-5 business days, on average. \u003c/p\u003e\u003ch3 id=\"h_01HRTATHSEWM249F2NY4TS9SXJ\"\u003eWhy was I declined for workers’ comp through Justworks PEO? \u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eOur master workers’ comp policy has limitations to the level of risk that we can cover, therefore, we cannot support all businesses on our policy. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eSome examples of businesses we cannot work with are companies that have employees engaged in high-risk manual labor, such as construction work. Other examples are companies that have a high number of contractors and comparatively low number of W-2 employees. If those contractors do not have their own workers’ comp policy, this could lead to a denial from our carrier. \u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HAN4283F4RW03SZM867CMGCV\"\u003eHealth Insurance\u003c/h2\u003e\u003ch3 id=\"h_01HRTAYG64BGRAG9YB27KGXRW9\"\u003eHow many employees must my company have to access health insurance through Justworks PEO? Do myself and my spouse suffice?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eYou must have at least two active benefits-eligible employees to access medical plans through Justworks PEO. These employees cannot be from the same household, nor be able to claim the other as a dependent. Therefore, if the only enrollees are a married couple, they would not be able to carry a medical insurance policy on their own. They would need at least one more benefits-eligible employee to access medical coverage through Justworks PEO. Please note, W-2 employees who work at least 30 hours per week, as well as business owners (paid or unpaid) both suffice as benefits-eligible employees.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HRTAYG6462DG8PZ3E9ZGP597\"\u003eWhat health insurance carriers does Justworks PEO offer? \u003c/h3\u003e\u003cp\u003eJustworks PEO offers plans from a variety of nationwide carriers including Aetna, United Healthcare, and Kaiser. \u003c/p\u003e\u003ch3 id=\"h_01HRTAYG64G41KBSHYVWBMAY74\"\u003eCan I get an estimate for health insurance pricing? \u003c/h3\u003e\u003cp\u003eDue to the various factors that may influence how carriers quote a company, Justworks PEO does not provide estimates, rather we provide customized quotes that are reflective of the plans and pricing your company would have access to when joining Justworks PEO. \u003c/p\u003e\u003ch3 id=\"h_01HRTAYG64XQDX03S8JH05T5H4\"\u003eHow can I obtain a health insurance quote?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eIn order to apply for a health insurance quote, create an enrollment account \u003c/span\u003e\u003ca href=\"https://secure.justworks.com/go?utm_source=justworks\u0026amp;utm_medium=link\u0026amp;utm_campaign=fy24_help_center\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e, and click “Start” next to “Request a quote.” If you’ve already created your account, login \u003c/span\u003e\u003ca href=\"https://login.justworks.com/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e to get to your dashboard.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eYou’ll need to provide a company census with basic information about your employees, and any of their dependents who will be covered under the health insurance. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eYou can expect to receive a quote with plans and pricing within approximately 3-5 business days after submitting you application. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003ePlease note, you will need to have two eligible employees enrolled in medical plans in order to access coverage. These employees cannot be from the same household or able to claim one another as dependents. This 2-person minimum does not apply to dental and vision plans. \u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HRTAYG641SKMG80EE95DT40T\"\u003eWhat is the deadline to enroll in health insurance through Justworks PEO? \u003c/h3\u003e\u003cp\u003eThe deadline for health insurance enrollment differs from month to month, but is generally around the middle of the month prior to the start of coverage. \u003c/p\u003e\u003ch3 id=\"h_01HRTAYG645YS7FBMBX7W8ZTW1\"\u003eWhat if I miss the enrollment deadline for health insurance? \u003c/h3\u003e\u003cp\u003eIf you miss the deadline to sign up for health insurance, your next available coverage start date will be the 1st of the following month. However, you can still get started with Justworks PEO Basic prior. \u003c/p\u003e\u003ch3 id=\"h_01HRTAYG644DF26SY7C6PM16PE\"\u003eI don't want to make benefits available to my employees right now. Can I choose to upgrade from Basic to Plus at a later date?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eYes, you can! When you’re ready to provide access to benefits, you can begin the health insurance application process by submitting a census. Once your company is active, please reach out to your Customer Success Manager or our 24/7 Support Team to begin the health insurance process. \u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HRTAYG64KACC500S71SK6NW2\"\u003eCan I offer health insurance outside of Justworks PEO instead of offering Justworks PEO health insurance? \u003c/h3\u003e\u003cp\u003eYes! You can join Justworks PEO Basic and offer your employees external health insurance in lieu of accessing health insurance through  Justworks PEO under our Plus plan. Keep in mind, if you do so, employee enrollment and health plans will neither be managed nor supported within the Justworks PEO platform. You would, however, be able to set up manual deductions from employee payroll so you could remit those funds to the carrier for payment. \u003c/p\u003e\u003ch3 id=\"h_01HRTAYG64VR3ABX3V32YX296D\"\u003eCan my company offer outside health insurance in addition to Justworks PEO health insurance to my employees?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eNo. According to your customer service agreement, if you offer health insurance through Justworks PEO, you may not provide external employee health insurance to covered employees or their dependents in addition to or in lieu of the benefits available under the Justworks PEO benefits plans.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HRTAYG640KXNPPDZHMZ3P21Q\"\u003eDoes Justworks PEO cover my former employees currently on our COBRA plan? \u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eYou can have no more than 10% of the company’s employees on your COBRA policies (e.g., if the company has 19 employees, only 1 can have coverage under your company’s COBRA because 2 or more on your COBRA would be over 10%).\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HRTAYG64W066BF5T1NH3SR3P\"\u003eCan I offer Justworks PEO health insurance only (without payroll, etc.)?\u003c/h3\u003e\u003cp\u003eNo, there is no option to get health insurance as a stand alone product through Justworks PEO.\u003c/p\u003e\u003ch2 id=\"h_01HRTBBXB114Q0JVPQ3G6KQ2FS\"\u003ePayroll\u003c/h2\u003e\u003ch3 id=\"h_01HRTB2GVHV51A3RW55SN2GGBM\"\u003eI need to pay my employees. How can I do that through Justworks PEO?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eWhen you reach your Justworks PEO start date, you will be able to issue payments to employees and contractors. Your start date is the effective date of your customer service agreement with Justworks PEO (i.e., when Justworks PEO will begin providing the services listed in the customer service agreement to your covered employees). The start date is also the effective date of workers' comp coverage for your covered employees. Payments can only be paid through Justworks PEO for time worked on and after the start date. To request a start date, complete enrollment by going to the last step on your login dashboard. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eYour salaried employees will automatically be added to the Justworks PEO payroll timeline below. Exempt salaried employees default to a semimonthly pay cycle. The first cycle runs from the 1st to the 15th of the month, with payday falling on the 15th. The second payroll cycle runs from the 16th to the last day of the month, with payday occuring on the last business day of the month. If either payday falls on a holiday or weekend, funds will be dispersed the previous business day. To learn more on employee exemption status, check out \u003c/span\u003e\u003ca href=\"https://justworks.com/blog/understand-differences-exempt-non-exempt-employees\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eour guide\u003c/a\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eYour non-exempt employees (hourly and salaried) will be paid biweekly, on every other Friday, for work performed in the two weeks prior. If the Friday falls on a holiday, then the employee would be paid the Thursday before. If you have non-exempt and exempt employees and wish to consolidate payroll dates, you can move your exempt salaried employees to a biweekly pay cycle frequency. You cannot, however, move your non-exempt employees to a semimonthly pay cycle.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HRTB2GVHBM0BA5WYVNJ8JHX5\"\u003eWhere can I find our start date? When can I start scheduling payments to my employees. \u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eYou’ll be able to select your desired start date when you complete enrollment. It is step two of four during “Complete Your Enrollment”. Start dates can either be the 1st or the 16th of the month. On your start date, your account will be fully upgraded and you’ll have the ability to view upcoming payments, issue payments, add time-off policies, and more! To make sure everything is ready to go on your start date, you can add employees to the system and check that their information is entered correctly anytime after you complete enrollment. \u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HRTB2GVHDVNTNPYCPP2G94B8\"\u003eCan I pay employees for work completed before my Justworks PEO start date?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eDue to compliance risks and insurance requirements, Justworks PEO cannot facilitate wage payments to your employees for any periods prior to your Justworks PEO start date. Your company must make separate arrangements to pay for work completed prior to your start date. Please reach out to our Enrollment Team to see what alternative options may be available to you.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HRTB2GVHQ77B2XBNGWVM84JK\"\u003eCan I pay contractors and vendors through Justworks PEO? \u003c/h3\u003e\u003cp\u003eYes! You can pay your contractors and vendors through Justworks. More information about pricing can be found on our \u003ca href=\"https://www.justworks.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ewebsite\u003c/a\u003e.\u003c/p\u003e\u003ch2 id=\"h_01HRTB56K5W4G9Y3DHJ0ST3A48\"\u003eJustworks PEO Pricing/Costs:\u003c/h2\u003e\u003ch3 id=\"h_01HRTB5QYCDRJDCXR8ZDZ84AFF\"\u003eWhat is the total cost of using Justworks PEO?\u003c/h3\u003e\u003cp\u003eJustworks PEO administrative fees are displayed our \u003ca href=\"https://www.justworks.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ewebsite\u003c/a\u003e and determined by the number of employees and plan type.\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cstrong\u003eOther costs to consider:\u003c/strong\u003e\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e82889bb0d701ea0b96636afd059e2dc5\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e​Workers’ Comp: this cost can only be determined after (and if) you are approved by our workers' comp carrier. If you’re approved, you’ll receive a detailed quote. \u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e970bde78821247915d6a0dbaf5635593\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eHealth Insurance: these costs can only be determined once you apply for a health insurance quote. In order to apply for a health insurance quote, create an enrollment account \u003c/span\u003e\u003ca href=\"https://secure.justworks.com/go?utm_source=justworks\u0026amp;utm_medium=link\u0026amp;utm_campaign=fy24_help_center\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e, and click “Start” next to “Request a quote.” If you’ve already created your account, login \u003c/span\u003e\u003ca href=\"https://login.justworks.com/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e to get to your dashboard. Justworks PEO provides access to competitive rates for health insurance and is the only PEO to allow companies with less than five employees to enroll.\u003c/span\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e23bf688ba207305257ccae02cfd452ae\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eCosts associated with any additional benefits you may choose to offer (ex: You can learn more about those benefits and costs \u003c/span\u003e\u003ca href=\"https://justworks.my.salesforce.com/sfc/p/#i0000000fGVY/a/0H000000Xdz9/W_MvjjHCusIehhmaPvoNtqhnXiuYkICewlK7eiEopzs\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e).\u003cspan style=\"color: #1c1d1f;\"\u003e \u003c/span\u003e\n\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"eab5c94c1482c21d544928bc79f230318\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eAll other charges are dependent on state requirements and any ancillary benefits you make available to your team. \u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01HRTB5QYD40TJ1SNM47FYSAH3\"\u003eI saw your price comparison page and you’re more expensive than other payroll providers. What’s so great about Justworks PEO?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e​Justworks PEO is a PEO and not a standalone payroll provider. We’re more expensive than a basic payroll provider because we offer more services like: \u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e2fee4aa240bc2cfc7758fe22960943cc\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eAccess to group health insurance plans and ancillary benefits\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"eaa559c9e4818f6bb12f71f4fed93fce7\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eHR and employment-related compliance support\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e96a6e352bae673994c61fe04a75655f6\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eHR systems for tracking employee PTO and salary changes. \u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eWhile some of our competitors have add-on charges, we believe in complete transparency and will not charge extra for issuing bonus payments, or adjusting employee information. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"reach out directly to them. How long will enrollment and \u003cem\u003eonboarding\u003c/em\u003e take? Companies in expedited enrollment can complete the","result_type":"article"},{"id":25284327736347,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/25284327736347.json","html_url":"https://help.justworks.com/hc/en-us/articles/25284327736347-Justworks-Payroll-Onboarding-Checklist","author_id":382799157691,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936417830939,"created_at":"2024-04-29T17:21:08Z","updated_at":"2026-05-13T16:21:32Z","name":"Justworks Payroll: Onboarding Checklist","title":"Justworks Payroll: Onboarding Checklist","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-05-13T16:21:32Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01K0VZJH709GSV614K63GAD7T0"],"label_names":["POA"],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/32180276392731\" alt=\"Employer - Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks Payroll. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01K0817Y28D85ZXR5B8RWFZB0P\"\u003eJustworks Payroll Onboarding Checklist\u003c/h2\u003e\u003cp\u003eBelow you will find all the info you need to make your transition onto Justworks Payroll a smooth one. Be sure to check off all the action items below so your business can begin processing payroll. \u003c/p\u003e\u003ch2 id=\"h_01HWNDW7GEAKMFWNQ3N0EQ9MAW\"\u003eSign documents from Justworks Payroll \u003c/h2\u003e\u003cp\u003eYou will receive documents to electronically sign from our Payroll Operations team. You will need to complete these documents in order to grant Justworks Payroll the applicable Power of Attorney for payroll and payroll tax purposes. These forms need to be completed by an officer or signatory of your company. \u003c/p\u003e\u003ch2 id=\"h_01HWNDW7GEKAA4PFM1DJBJMDYM\"\u003eEnter your company’s bank account\u003cstrong\u003e \u003c/strong\u003e\n\u003c/h2\u003e\u003cp style=\"-webkit-text-stroke-width: 0px; box-sizing: border-box; color: #000000; font-family: Oately, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; margin: 0px 0px 24px; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e\u003cspan style=\"box-sizing: border-box;\"\u003eYou can enter and verify your company’s bank account details in Justworks Payroll one of two ways:\u003c/span\u003e\u003c/span\u003e\u003c/p\u003e\u003col style=\"-webkit-text-stroke-width: 0px; box-sizing: border-box; color: #000000; font-family: Oately, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; padding-left: 20px; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\"\u003e\n\u003cli style=\"box-sizing: border-box; margin-bottom: 12px;\" data-list-item-id=\"ebecd4d0b959f3f938f0231d9c655bb69\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e\u003cspan style=\"box-sizing: border-box;\"\u003e\u003cstrong style=\"box-sizing: border-box;\"\u003eInstant verification (recommended):\u003c/strong\u003e We use Plaid to securely verify your company’s bank account instantly. All you need to do is select your bank, log in, and your account will be verified.\u003c/span\u003e\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"box-sizing: border-box; margin-bottom: 12px;\" data-list-item-id=\"ef302c5946ae21af7ee3868264a823a0f\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e\u003cspan style=\"box-sizing: border-box;\"\u003e\u003cstrong style=\"box-sizing: border-box;\"\u003eManual verification:\u003c/strong\u003e You will receive two small deposits (less than $1 each) within 24-48 business hours. You will need to enter these verification amounts in Justworks Payroll to confirm your company bank account details.\u003c/span\u003e\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp style=\"-webkit-text-stroke-width: 0px; box-sizing: border-box; color: #000000; font-family: Oately, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; margin: 0px 0px 24px; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e\u003cspan style=\"box-sizing: border-box;\"\u003eKeep in mind that you will need to connect your bank account instantly via Plaid if you would like to follow a 2-business day payroll processing timeline instead of the standard 4-business day payroll processing timeline.\u003c/span\u003e\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HWNDW7GEH6PGBC87AC65G32F\"\u003eAdd your company’s signatory \u003c/h2\u003e\u003cp\u003eA signatory is the person who is authorized to sign checks and documents for a company. If you are not the signatory of the onboarding company, please invite the signatory to join Justworks Payroll as an unpaid owner or a third-party admin for international signatories. \u003c/p\u003e\u003cp\u003eIf your signatory is based in the U.S., they will need to enter their account details, including \u003cstrong\u003edate of birth\u003c/strong\u003e, \u003cstrong\u003eSocial Security Number\u003c/strong\u003e, and \u003cstrong\u003eaddress\u003c/strong\u003e so that their identity can be verified \u003c/p\u003e\u003cp\u003eIf your signatory is based outside of the U.S., they may need to provide other documentation, such as their \u003cstrong\u003epassport\u003c/strong\u003e, to verify their identity. Once added to the platform, the international signatory will receive an identity verification email with more details. \u003c/p\u003e\u003ch2 id=\"h_01HWNDW7GEZB814GCBD6WGY3S4\"\u003eInvite your team (if applicable) \u003c/h2\u003e\u003cp\u003eYou can send invitations to any employees, owners and contractors you plan on paying through Justworks Payroll by clicking the \u003cstrong\u003eAdd a person\u003c/strong\u003e icon on your dashboard. You can also invite your accountant or anyone else who may need access to payroll details as a third-party admin. \u003c/p\u003e\u003ch2 id=\"h_01HWNDW7GFB1R9TV885VM7GVT0\"\u003eEnter state tax account information \u003c/h2\u003e\u003cp style=\"-webkit-text-stroke-width: 0px; box-sizing: border-box; color: #000000; font-family: Oately, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; margin: 0px 0px 24px; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e\u003cspan style=\"box-sizing: border-box;\"\u003eYour company’s federal and state tax information will need to be entered in the system to ensure that our team is able to file and remit your payroll taxes accurately. Specifically, these details are needed:\u003c/span\u003e\u003c/span\u003e\u003c/p\u003e\u003cul style=\"-webkit-text-stroke-width: 0px; box-sizing: border-box; color: #000000; font-family: Oately, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; padding-left: 20px; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\"\u003e\n\u003cli style=\"box-sizing: border-box; margin-bottom: 12px;\" data-list-item-id=\"e87d0936b98ed95857d0dfe27975fed39\"\u003e\n\u003cspan style=\"background-color: #ffffff;\"\u003e\u003cspan style=\"box-sizing: border-box;\"\u003e\u003cstrong style=\"box-sizing: border-box;\"\u003eFederal:\u003c/strong\u003e Let us know whether your company has been assigned a semiweekly or monthly tax deposit schedule by the IRS. If you have never filed a 941 under its EIN before, it's likely that you would be considered a monthly depositor according to \u003c/span\u003e\u003c/span\u003e\u003ca href=\"https://www.irs.gov/pub/irs-pdf/p15.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eIRS Publication 15.\u003c/a\u003e\u003cspan style=\"background-color: #ffffff; box-sizing: border-box; color: #2f3941;\"\u003e\u003c/span\u003e\n\u003c/li\u003e\n\u003cli style=\"box-sizing: border-box; margin-bottom: 12px;\" data-list-item-id=\"e1382ef4592e27e17509e1f99f0fee422\"\u003e\n\u003cspan style=\"background-color: #ffffff;\"\u003e\u003cspan style=\"box-sizing: border-box;\"\u003e\u003cstrong style=\"box-sizing: border-box;\"\u003eState:\u003c/strong\u003e Enter the details for your company’s state tax accounts, including withholding and state unemployment insurance accounts. For help locating this information, click into the applicable state on \u003c/span\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/sections/27342611645083-State-Resources\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e\u003cspan style=\"box-sizing: border-box;\"\u003ethis page\u003c/span\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e\u003cspan style=\"box-sizing: border-box;\"\u003e. If you’d like our team to register your company’s state tax accounts on your behalf for an additional fee, let us know at support@payroll.justworks.com.\u003c/span\u003e\u003c/span\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cp style=\"-webkit-text-stroke-width: 0px; box-sizing: border-box; color: #000000; font-family: Oately, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; margin: 0px 0px 24px; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e\u003cspan style=\"box-sizing: border-box;\"\u003eIf you have already submitted your company’s state tax account registration and are waiting to receive the account details, you can still move forward with your company’s enrollment by checking off the ‘I don’t have all of this information’ box, then ‘Yes’ for having applied for state tax accounts already.\u003c/span\u003e\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HWNDW7GFJ6Y4A7PR608M7HQA\"\u003eChoose a payroll frequency (if applicable) \u003c/h2\u003e\u003cp\u003eOnce you have added your employees’ details, you will be prompted to choose a payroll frequency. This is how often your employees will automatically receive paychecks through the platform. \u003c/p\u003e\u003ch2 id=\"h_01HWNDW7GFT5SW9X6V4171A9DS\"\u003eConfirm your company’s deposit schedule \u003c/h2\u003e\u003cp\u003eLet us know whether your company has been assigned a semiweekly or monthly tax deposit schedule by the IRS. If you have never filed a 941 under its EIN before, it's likely that you would be considered a monthly depositor according to \u003ca href=\"https://www.irs.gov/pub/irs-pdf/p15.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eIRS Publication 15\u003c/a\u003e. \u003c/p\u003e\u003ch2 id=\"h_01HWNDW7GFWAPB9HGRHZ0DN7W6\"\u003eUpload payroll history reports \u003c/h2\u003e\u003cp\u003eIf your company has issued payments through its EIN prior to Justworks Payroll in the current calendar year, you will need to upload \u003ca href=\"https://help.justworks.com/hc/en-us/articles/25284463361691-Justworks-Payroll-Payroll-History-Reports#h_01HWNE4DW32QHS1PP7GS7JZRBM\" target=\"_blank\" rel=\"noopener noreferrer\"\u003epayroll history reports\u003c/a\u003e to the \u003cstrong\u003eDocuments\u003c/strong\u003e tab of your Justworks Payroll account so that we can make sure the filings made for your company, as well as any end of year forms such as W 2s or 1099s are correct. \u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"Justworks Payroll. What product am I using? Justworks Payroll \u003cem\u003eOnboarding\u003c/em\u003e Checklist Below you will find all the info you need to","result_type":"article"},{"id":34946906578459,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/34946906578459.json","html_url":"https://help.justworks.com/hc/en-us/articles/34946906578459-Advisor-Dashboard-Onboarding-and-Setup-Guide","author_id":20007729707035,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":34443021168027,"created_at":"2025-03-14T15:02:17Z","updated_at":"2026-07-10T14:56:00Z","name":"Advisor Dashboard Onboarding and Setup Guide","title":"Advisor Dashboard Onboarding and Setup Guide","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-10T14:55:59Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01K0VZJH709GSV614K63GAD7T0"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/35039746395931\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eYou'll find answers to the most common questions about Advisor Dashboard and troubleshooting issues. Whether you're new or looking for a refresher, this FAQ is designed to provide quick and helpful solutions.\u003c/p\u003e\u003cp\u003eIf you need further assistance, feel free to contact \u003ca href=\"mailto:advisor-support@justworks.com\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eour support team\u003c/a\u003e!\u003c/p\u003e\u003ch2 id=\"h_01JPJK8FT7S92C0XJ0DWDP101T\"\u003eOverview\u003c/h2\u003e\u003ch3 id=\"h_01JPJK9M9D9PPW1Y9R8N5YVDT2\"\u003eWhat is Advisor Dashboard? \u003cbr\u003e\u003cspan style=\"color: #0e101a;\"\u003e\u003c/span\u003e\n\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #0e101a;\"\u003eAdvisor Dashboard is a client management tool \u003c/span\u003e\u003cspan style=\"color: #1c1d1f;\"\u003ebuilt specifically for \u003c/span\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eoutside/external CPAs, Accountants, Controllers, Bookkeepers, Fractional CFOs, and other Tax/Financial advisors.\u003c/span\u003e\u003cspan style=\"color: #0e101a;\"\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #0e101a;\"\u003eWhether you have one client or many on Justworks, Advisor Dashboard gives you,  \u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #0e101a;\" data-list-item-id=\"e8241abd5550ff43a0f0bf57c01150aa8\"\u003e\u003cspan style=\"color: #0e101a;\"\u003eOne-click access: Manage all your Justworks clients with a single login.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #0e101a;\" data-list-item-id=\"e8cc23c4e761a8d38a3542f6e800a4ce7\"\u003e\u003cspan style=\"color: #0e101a;\"\u003eSeamless team collaboration: Easily control access and permissions for your team members.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #0e101a;\" data-list-item-id=\"ec005033f3b3d6bf2f0d7f8a9eed4f78e\"\u003e\u003cspan style=\"color: #0e101a;\"\u003eDedicated support: A direct contact for escalations to keep things running smoothly.\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01JPJKAFD4Q2GT6Y0MX9JCFCD5\"\u003eIs there a demo video of Advisor Dashboard?\u003c/h3\u003e\u003cp\u003eYes! You can watch a \u003ca href=\"https://www.loom.com/share/fbe6364b2422409d94e4e027c6cf140e\" target=\"_blank\" rel=\"noopener noreferrer\"\u003equick demo video\u003c/a\u003e that walks you through the key features of Advisor Dashboard. \u003c/p\u003e\u003ch2 id=\"h_01JPJKB6AZNHE55KJKNQN5AK6J\"\u003eGetting Started\u003c/h2\u003e\u003ch3 id=\"h_01JPJKDTK9Q2Q692JXH34DWCP1\"\u003eHow do I set up Advisor Dashboard?\u003c/h3\u003e\u003cp\u003eIt takes less than a few minutes to complete the steps. Note that your firm may already have an Advisor Dashboard account. If your firm already has an account, request that your admin send you a team member invitation. \u003cbr\u003e\u003cbr\u003eHere’s how to set up your firm on Advisor Dashboard:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ef4cf7c126d2526c5d1b664287e8c1af8\"\u003eVisit \u003ca href=\"https://advisor.justworks.com/welcome,\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehttps://advisor.justworks.com/welcome\u003c/a\u003e, and click Get Started.\u003c/li\u003e\n\u003cli data-list-item-id=\"eedbe5c5e82d81c438bbc6f749cfe30c1\"\u003eAdd your Firm Name and Website, and click next\u003c/li\u003e\n\u003cli data-list-item-id=\"e2edc4713ff71892ea1a8322aa0169d41\"\u003eStart your profile by entering the following:\u003cul\u003e\n\u003cli data-list-item-id=\"e180652bd6947f66413453910c7ef3b13\"\u003eFirst and Last Name\u003c/li\u003e\n\u003cli data-list-item-id=\"e2c21d40bad15c9ae4bbdb1910e80314d\"\u003eWork Email (Note: All team members must use the same email domain)\u003c/li\u003e\n\u003cli data-list-item-id=\"ed82cc4f8684eee0b1314ff3cd6bffb8d\"\u003eRole (Note: Choose from the dropdown or write your own)\u003c/li\u003e\n\u003cli data-list-item-id=\"ebbe0fffcebc47e38920f6e00c79ba685\"\u003eWork Phone and Cell Phone (Note: Your cell phone is used to verify your identity when contacting support), then click Next\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ea8d13dbc131a497e4bf4b2aaea9f981e\"\u003eComplete your profile with\u003cul\u003e\n\u003cli data-list-item-id=\"e189741fc235926aafe79c8de209a5550\"\u003eAdd a Personal Email (Note: For password reset), \u003c/li\u003e\n\u003cli data-list-item-id=\"e1b2001c955c60616241f8054a0ba4ee2\"\u003eCreate a Username (Note: Cannot be an email) and Password, then Click Create firm\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003ch3 id=\"h_01JPJKDCHVP10FCTT0DZ7QSF1C\"\u003eHow do I add team members to Advisor Dashboard?\u003c/h3\u003e\u003cp\u003eBefore adding clients, it's best to add your team members first to ensure the best experience for you, your team, and your clients. It’s quick and takes less than 1 minute per invite.\u003c/p\u003e\u003cp\u003eHere’s how to add your team members:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e94525b8f5ad4f381d2018eee2d71381d\"\u003eLog into your \u003ca href=\"https://advisor.justworks.com/welcome\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eAdvisor Dashboard\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e21297cfa84f707cdc7470c25adece5c1\"\u003eNavigate to the Firm tab on the left side and click Firm Info\u003c/li\u003e\n\u003cli data-list-item-id=\"e1907a6699a86063ede5f9d98a464c256\"\u003eIn the top right corner, click +Add member\u003c/li\u003e\n\u003cli data-list-item-id=\"eaa54f8ad82534c97ef3efaebc8f5cd58\"\u003eEnter your team member’s name, email (must be on the same email domain), and role, then click Continue\u003c/li\u003e\n\u003cli data-list-item-id=\"edcadcfddeb7ec9e208149018856e38f0\"\u003eChoose the correct permissions for the team member’s role in managing your firm account, then click Invite member\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eYour team member will receive an email invitation, which expires in 7 days. You can track pending invitations under the Firm info tab. Click Resend invite to send a new invitation if the first invitation expires.\u003c/p\u003e\u003ch3 id=\"h_01JPJKEFPAW3NG32RBKK9W4D8Q\"\u003eHow do I add current Justworks clients to my Advisor Dashboard?\u003c/h3\u003e\u003cp\u003eYou can add current Justworks clients very easily. \u003c/p\u003e\u003cp\u003eTo begin,\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e5b6f74f6115bf5956c0a93bb7a0c6b47\"\u003e\n\u003cspan style=\"color: #0e101a;\"\u003eLog into \u003c/span\u003e\u003ca href=\"https://advisor.justworks.com/welcome\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eAdvisor Dashboard\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e7f2d3e0dc9ae7e329d8d3dfe7d0a144a\"\u003eClick “Add new client” from the top right of the Home screen\u003c/li\u003e\n\u003cli data-list-item-id=\"ea73835ac0ea92bb8e66edf339f10dcdb\"\u003eSelect “My client has a Justworks account”, and click “Next”\u003c/li\u003e\n\u003cli data-list-item-id=\"ebe02a8e0394358da9f8d9733ff671ff4\"\u003eAdd your client’s legal business name, federal EIN, and Justworks offering, and click “Next”\u003c/li\u003e\n\u003cli data-list-item-id=\"e2ac1be723e0e282ad5cc25958a63a002\"\u003eChoose the necessary permissions, and click “Next” to submit\u003c/li\u003e\n\u003c/ol\u003e\u003ch3 id=\"h_01JPJKEVMK8JR74MZJSMCVVKEX\"\u003eHow do I assign team members to client accounts?\u003c/h3\u003e\u003cp\u003eNow that you’ve set up your team and added clients, here’s how to assign clients to your team members. You can do this from either a “Team” or “Client” view.\u003cbr\u003eFrom the Team View:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e8340b79828e540215654582a294ff547\"\u003eGo to the Firm Info tab and select your team member\u003c/li\u003e\n\u003cli data-list-item-id=\"e3bd0301b9b35e9f96eb82c6f39538ee5\"\u003eClick Assign client in the top right corner\u003c/li\u003e\n\u003cli data-list-item-id=\"eaa056172faa6023e3fcb34e9f8f90ad9\"\u003eFrom here, choose the client from the dropdown menu\u003c/li\u003e\n\u003cli data-list-item-id=\"e3328d479ec7004848921f5a05b22391b\"\u003eSet the permissions for that team member, then click Assign member\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eFrom the Client View:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e1bb36bad8a945c6b2e49b86315bba1e7\"\u003eGo to the Manage all clients tab\u003c/li\u003e\n\u003cli data-list-item-id=\"efea53d58f645ce50602cc7458ca17edb\"\u003eSelect the client and review the permissions assigned to you\u003c/li\u003e\n\u003cli data-list-item-id=\"eb47a117a826b86baf5c79fbd7c6db82b\"\u003eFrom here, click Assign firm member in the top right corner\u003c/li\u003e\n\u003cli data-list-item-id=\"ebe7cfaef65904fcb516fc1301ba38e9b\"\u003eChoose a team member from the drop-down menu\u003c/li\u003e\n\u003cli data-list-item-id=\"e84d3aa2d6d8b1864e1f20bd664f0e259\"\u003eSet the permissions for that team member, then click Assign member\u003c/li\u003e\n\u003c/ol\u003e\u003ch2 id=\"h_01JPJKFJ7GE21FS14R0EWXEPH0\"\u003eAdding Current Justworks Clients\u003c/h2\u003e\u003ch3 id=\"h_01JPJKFQ5VZDJ4VVPHC4W0YDJG\"\u003eHow can I invite current Justworks clients to my Advisor Dashboard view?\u003c/h3\u003e\u003cp\u003eNow, you can invite clients directly from Advisor Dashboard.\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e829c9b9983c49b784caa382fa8521fa1\"\u003eClick “Add new client” from the top right of the Home screen\u003c/li\u003e\n\u003cli data-list-item-id=\"eb7e00957b7e8eca4f687786fa38c1dfe\"\u003eSelect “My client has a Justworks account”, and click “Next”\u003c/li\u003e\n\u003cli data-list-item-id=\"e9746630798b7a9cd6233167b3ff03a2a\"\u003eAdd your client’s legal business name, federal EIN, and Justworks offering, and click “Next”\u003c/li\u003e\n\u003cli data-list-item-id=\"e07763ce10d14da474738ea37530f1c20\"\u003eChoose the necessary permissions, and click “Next” to submit\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eAfter submission, you’ll see a success message. If the company exists at Justwork, all admins with the necessary permissions will receive an email and in-app notification to approve your request.\u003c/p\u003e\u003cp\u003eNote: You can track requests in the Requested tab under PEO or Payroll, depending on which offering your client is using.\u003c/p\u003e\u003ch2 id=\"h_01JPJKH9M0Y40BK53AR4CK6TZK\"\u003eClient Invitations\u003c/h2\u003e\u003ch3 id=\"h_01JPJKHJF79MG5RS01FR1HPP3J\"\u003eMy client invited me to manage their Justworks account. I accepted, but I don’t see them listed. What should I do?\u003c/h3\u003e\u003cp\u003eIf you're setting up your Advisor Dashboard account for the first time after being invited by your client, sometimes the invitation may not activate until you create your Advisor Dashboard account. So, complete the setup of your Advisor Dashboard account first, see the instructions above, then go back to the original email invitation and click Accept to connect the client to your Advisor Dashboard.\u003c/p\u003e\u003ch3 id=\"h_01JPJKJSMVS9NJXBN2NY2N6MZC\"\u003eHow can my Justworks Payroll clients add their account access to my Advisor Dashboard?\u003c/h3\u003e\u003cp\u003eYour clients can quickly add their Justworks Payroll account to your Advisor Dashboard view—it takes less than 2 minutes! Share the \u003ca href=\"https://www.loom.com/share/f83717a26ac54050b306082951d45299\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehow-to video (Payroll)\u003c/a\u003e or \u003ca href=\"https://help.justworks.com/hc/en-us/articles/28349155854619-Justworks-Payroll-Inviting-Third-Party-Admins-and-Accountants\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehelp center article (Payroll)\u003c/a\u003e with your clients to guide them through it.\u003c/p\u003e\u003cp\u003eYou can add your clients from Advisor Dashboard. See the \"Adding Current Justworks Clients\" section above. Or you can walk your client through the following steps, \u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e69cba206cd47e16208ccf9467606cd5f\"\u003eLog into the \u003ca href=\"https://payroll.justworks.com/login\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eJustworks Payroll account\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e2ee6375f9e8153ff996c5193eb4cd8e1\"\u003eUnder People on the left side, Click Third party admins\u003c/li\u003e\n\u003cli data-list-item-id=\"e0947c14c9aae23243ac0cd9b49c56e0c\"\u003eSelect Add firm in the purple box toward the bottom of the screen\u003c/li\u003e\n\u003cli data-list-item-id=\"e42df8f98350c23f9554dba05b5217940\"\u003eAdd personal information for the accountant, then click Continue\u003c/li\u003e\n\u003cli data-list-item-id=\"e3e7ad5d1869dab39aac64ff1672e4a6a\"\u003eThis should bring you to a new member type called Accountant or accountant firm\u003c/li\u003e\n\u003cli data-list-item-id=\"e584442bc33c919a497024b37ed727e36\"\u003eChoose the correct permissions for the accountant firm's role in managing the client’s account, then click Invite firm\u003c/li\u003e\n\u003c/ol\u003e\u003ch3 id=\"h_01JPJKJEPW2VENYFF8BMHWSMK0\"\u003eHow can my Justworks PEO clients add their account access to my Advisor Dashboard?\u003c/h3\u003e\u003cp\u003eYour clients can quickly add their Justworks PEO account to your Advisor Dashboard view—it takes less than 2 minutes! Share the \u003ca href=\"https://www.loom.com/share/854f28c700054d42bb1fa9c5146f15a7\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ePEO video\u003c/a\u003e and \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360015582992-Adding-3rd-Party-Admins-and-Accountants\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehelp center article (PEO\u003c/a\u003e) with your clients to guide them.\u003c/p\u003e\u003cp\u003eYou can add your clients from Advisor Dashboard. See the \"Adding Current Justworks Clients\" section above. Or You can walk your client through these steps, \u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e28eb05e57abd4d866a1191620fd8a840\"\u003eLog into the \u003ca href=\"https://login.justworks.com/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eJustworks PEO account\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e12ac430e7a2e069ec189c61ab8e8fd4d\"\u003eUnder Manage on the left side, click Third-party admin (Note: If it's not visible, you or your client likely don’t have the correct permissions. Contact an admin who does)\u003c/li\u003e\n\u003cli data-list-item-id=\"eb0e2f3f0b961fc1684e12ec6f26f0533\"\u003eClick Invite center in the grey box in the center of the screen\u003c/li\u003e\n\u003cli data-list-item-id=\"edca5ebc8fc5da9009b6672dbe35db7cc\"\u003eUnder Add third party or temp section, Click Add accountant\u003c/li\u003e\n\u003cli data-list-item-id=\"ec1e25dd2828213b402f84061febdf753\"\u003eAdd personal information for the accountant (Note: can add any team member that is already set up with Advisor Dashboard)\u003c/li\u003e\n\u003cli data-list-item-id=\"e471e73b88a41662f12013df7dc61296d\"\u003eChoose the correct permissions for the accountant firm role in managing the client’s account, then click Send Invite\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eIf you're looking to get many clients to add themselves to Advisor Dashboard, you can use this \u003ca href=\"https://help.justworks.com/hc/en-us/articles/29408436815131-PEO-Advisor-Dashboard-Client-Invite-Email-Template%20\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eJustworks Client Invite PEO template\u003c/a\u003e to simplify outreach to multiple clients.\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"This article is about Justworks PEO and Payroll. What product am I using? You'll find answers to the most common questions","result_type":"article"},{"id":39218430210331,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/39218430210331.json","html_url":"https://help.justworks.com/hc/en-us/articles/39218430210331-Welcome-to-Justworks-PEO-Your-Onboarding-Guide","author_id":1902370830924,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":39221967383451,"created_at":"2025-07-22T15:34:59Z","updated_at":"2026-07-28T19:09:39Z","name":"Welcome to Justworks PEO: Your Onboarding Guide","title":"Welcome to Justworks PEO: Your Onboarding Guide","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-04-15T18:48:57Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01K0VZJH709GSV614K63GAD7T0"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/39218411429915\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eWelcome to Justworks! Whether you're joining our \u003cem\u003eJustworks PEO\u003c/em\u003e \u003cem\u003eBasic\u003c/em\u003e or \u003cem\u003ePlus\u003c/em\u003e plan, we're excited to support your team with a streamlined platform for HR, payroll, and benefits administration. This guide walks you through the onboarding process and what to expect from start to finish. This guide will help you understand which actions to take now, what decisions are coming up, and how to make the most of your onboarding experience.\u003c/p\u003e\u003ch2 id=\"h_01K0SBX7V4AKR2EPVVVQHEM3A3\"\u003eGetting Started\u003c/h2\u003e\u003cp\u003eNow that you’ve created your account, the following setup tasks need to be completed before inviting your employees and running your first payroll.\u003c/p\u003e\u003ch3 id=\"h_01K0SBX7V4547KZYPWX0J2MPF9\"\u003eEnter your Company’s Bank Account \u003c/h3\u003e\u003cp\u003eOnce you’ve entered your company’s bank account details in your Justworks PEO account, select a bank verification method.\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ebcdc41258d65716c59e980ebc21cd19f\"\u003e\n\u003cstrong\u003eInstant verification (\u003c/strong\u003e\u003cem\u003e\u003cstrong\u003erecommended\u003c/strong\u003e\u003c/em\u003e\u003cstrong\u003e):\u003c/strong\u003e We use Plaid to securely verify your company’s bank account instantly. All you need to do is select your bank, login and your account will be verified.\u003c/li\u003e\n\u003cli data-list-item-id=\"e139778ef43ec12f45c7a2780389a99ac\"\u003e\n\u003cstrong\u003eManual verification:\u003c/strong\u003e You will receive two small deposits (less than $1 each) within 24-48 business hours. You will need to enter these amounts in your Justworks account to confirm your company’s bank account.\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01K0SBX7V6BWAXG9K77KY37TZG\"\u003eUpdate your Employee’s Exemption Status\u003c/h3\u003e\u003cp\u003eYou'll also need to \u003cstrong\u003econfirm the exemption status of your employees\u003c/strong\u003e—specifically, whether they are overtime-exempt or non-exempt. This designation affects how employees are entitled to be paid. Justworks provides access to the \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004480412-Using-the-Exempt-Non-Exempt-Wizard#h_01JFWVP94XZ74K5GASEB9E23KG\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eExempt/Non-Exempt Wizard\u003c/a\u003e to help you record these statuses accurately and in bulk.\u003c/p\u003e\u003ch3 id=\"h_01K0SBX7V6QFA0D0GJV695QC9G\"\u003eConfigure the Payroll Period and Pay Frequency\u003c/h3\u003e\u003cp\u003eOnce you have added your employees’ exemption statuses, you will be prompted to choose a pay frequency. The pay frequency is how often your employees will regularly receive paychecks through the platform. You will be able to choose a standard pay frequency, or customize one if your business does not operate on a traditional Monday-Friday work schedule. \u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"eca81abad717492d64c88b22504e538bf\"\u003eRefer to this \u003ca href=\"https://help.justworks.com/hc/en-us/articles/31185449398299-Customizing-Payroll-Periods#h_01JTK5HDXMEAZCMESXZQJR025V\" target=\"_blank\" rel=\"noopener noreferrer\"\u003earticle \u003c/a\u003eto learn more about configuring your pay frequency and the levels of customization available to you.\u003c/li\u003e\u003c/ul\u003e\u003ch2 id=\"h_01K0SBX7V7KDY5PG4EWA3GQ3F8\"\u003eMember Onboarding and Enrollment\u003c/h2\u003e\u003cp\u003eAfter your account is configured, it’s time to onboard your employees. This ensures they’re added correctly and have what they need to complete their own onboarding tasks.\u003c/p\u003e\u003ch3 id=\"h_01K0SBX7V8MQ6314E68T35Y1DH\"\u003eIntroduce Justworks to Your Team\u003c/h3\u003e\u003cp\u003eWe recommend starting with an introduction to Justworks so your team knows what to expect. You can share our ready-to-use \u003cstrong\u003eWelcome Deck\u003c/strong\u003e, which explains the platform and its benefits in simple terms. It’s also helpful to share our \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004480832-Enrolling-in-Justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eemployee-facing Help Center articles,\u003c/a\u003e which cover frequently asked questions and step-by-step guidance. Providing these resources in advance can reduce confusion and make onboarding smoother for everyone.\u003c/p\u003e\u003ch3 id=\"h_01K0SBX7V880MSRJPWHPM808F7\"\u003eInvite Your Team\u003c/h3\u003e\u003cp\u003eYou can invite your whole team at once through the platform, and \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004431372-Employee-Justworks-Enrollment\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ethey’ll receive prompts to submit their personal details and sign required documents\u003c/a\u003e. \u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e47c9f9ec145e8a25ebf746b96df3e4fb\"\u003eNavigate to\u003cstrong\u003e Manage\u003c/strong\u003e \u0026gt; \u003cstrong\u003eEmployees\u003c/strong\u003e, then click ‘Send [#] Invitations’ when you're ready.\u003c/li\u003e\n\u003cli data-list-item-id=\"e8fd51275a1f207f9c782874f678e8ee6\"\u003eWe encourage employees to download the \u003ca href=\"https://help.justworks.com/hc/en-us/articles/6578817664539-Justworks-Mobile-App#01G5PGMV1MYKE2DFFCXBKKDEGH\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eJustworks Mobile App\u003c/a\u003e to easily manage their account, view paystubs and benefits, request time off, submit expense reimbursements, and access the company calendar and directory.\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01K0SBX7V9VR4CM4AG6SA0FERZ\"\u003eEmployees, Contractors, and Vendors\u003c/h3\u003e\u003cp\u003eNow is a good time to add any \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004527431-US-Based-Contractors\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eUS-based contractors\u003c/a\u003e, \u003ca href=\"https://help.justworks.com/hc/en-us/articles/18040350606619-International-Contractors\" target=\"_blank\" rel=\"noopener noreferrer\"\u003einternational contractors (39$/contractor)\u003c/a\u003e, or \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004477412-US-Based-Vendors-in-Justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003evendors\u003c/a\u003e to the platform. Each one will need to create a Justworks profile to receive payment. There is no cost to them for doing so.\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"edc2f48f531b2e91d8ed9891acea64b79\"\u003eYou can monitor onboarding progress in real time using the \u003cstrong\u003eOnboarding Status Report \u003c/strong\u003ewhich is housed under the Reports section of your account, this shows you who has completed their tasks and who may still need a nudge.\u003c/li\u003e\n\u003cli data-list-item-id=\"e9ece1b299779944044931276c8c007d3\"\u003eYou can also \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360017958592-Reporting-by-Justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003edownload a census report\u003c/a\u003e to double-check employees’ job details are recorded accurately. \u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cem\u003e\u003cstrong\u003ePlease note:\u003c/strong\u003e if an employee has not completed onboarding by the time of your first payroll processing deadline, they may experience delays in receiving their first paycheck.\u003c/em\u003e\u003c/p\u003e\u003ch3 id=\"h_01K0SBX7VC0W8WA1VPQW37NRX5\"\u003eAccounting Firms and Third-Party Admins\u003c/h3\u003e\u003cp\u003eJustworks makes it easy to collaborate with external partners by allowing you to grant access to CPAs, accountants, controllers, bookkeepers, fractional CFOs, and tax or financial advisors.\u003c/p\u003e\u003cp\u003eThese third-party admins can be given different permission levels based on the access you want them to have, and they \u003cstrong\u003edo not count toward your team member pricing\u003c/strong\u003e. This flexibility lets trusted partners manage your account or run payroll on your behalf while keeping your internal team streamlined.\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e268686bd433910d5c7653b08823ddecd\"\u003eTo add an accountant or third-party admin, follow this guide:\u003ca href=\"https://help.justworks.com/hc/en-us/articles/360015582992-Adding-3rd-Party-Admins-and-Accountants\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e Adding 3rd Party Admins and Accountants\u003c/a\u003e\n\u003c/li\u003e\u003c/ul\u003e\u003ch3 id=\"h_01K0SBX7VGVY2HHBHKF1QNY07B\"\u003eComplete the Employer Section of the Form I-9\u003c/h3\u003e\u003cp\u003eThe \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004529231-Form-I-9-What-You-Need-to-Know-as-an-Employer#h_01HBV0FBVNM6J2CXXDR4HF8XB4\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eForm I-9\u003c/a\u003e is a federal form used to verify an employee’s identity and authorization to work in the United States. Employers must complete it for each new hire. Justworks helps facilitate this process during employee onboarding.\u003c/p\u003e\u003cp\u003eAs the employer, you’ll need to complete \u003cstrong\u003eSection 2 of the I-9\u003c/strong\u003e for each employee after the employee completes Section 1. When entering the employment start date, use your company’s Justworks start date for all current employees.\u003c/p\u003e\u003ch3 id=\"h_01K0SBX7VGTABR4WATH62TYJ56\"\u003eEntering Employee Visa Statuses (if applicable)\u003c/h3\u003e\u003cp\u003eSome employees may have \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004522991-Foreign-National-Taxes#h_01HDM6KB8F9JNFVJ6P3C7M0N99\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003evisa statuses that exempt them from FICA or FUTA taxes\u003c/strong\u003e.\u003c/a\u003e If that applies to your team, you’ll need to record their tax exemptions directly in their profiles by editing the “Current Position” section.\u003c/p\u003e\u003ch3 id=\"h_01K0SBX7VJ7REDEQ6YJFQG3K3S\"\u003eWage Garnishments (if applicable)\u003c/h3\u003e\u003cp\u003eWage garnishments are court-ordered deductions from an employee’s paycheck to repay debts like child support or unpaid taxes. Employers are required to withhold and remit these payments to the appropriate agency. \u003cem\u003eJustworks manages this process automatically at no additional cost.\u003c/em\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e0f048b84c722217582219ead853516a6\"\u003ePlease provide original copies of all active garnishment orders to your Justworks onboarding team and we will take it from there! \u003c/li\u003e\u003c/ul\u003e\u003ch2 id=\"h_01K0SBX7VKCN0FXV3PWCVA0HED\"\u003eExplore and Select Benefits\u003c/h2\u003e\u003cp\u003eDetails about the benefits available through Justworks can be found below.\u003c/p\u003e\u003ch3 id=\"h_01K0SBX7VKZGZBDCY9E4C1N0RM\"\u003eMedical, Dental, and Vision Insurance Benefits \u003c/h3\u003e\u003cp\u003e\u003cem\u003eApplies to Justworks PEO Plus plan customers only.\u003c/em\u003e\u003c/p\u003e\u003cp\u003eAs the employer, you will be responsible for \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360040496551-Company-Benefits-Plan-Selection\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eselecting plans\u003c/a\u003e and employer benefit contributions for your employees during the onboarding process and before you even run payroll or go live on Justworks.\u003c/p\u003e\u003cp\u003eAfter you complete the company benefits plan selection process, your company will enter a phase called \u003ca href=\"https://help.justworks.com/hc/en-us/articles/18927130301339-Common-Questions-Renewals-2025-2026-Open-Enrollment\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eOpen Enrollment\u003c/a\u003e, which typically begins in the middle of the month prior to your company’s Justworks start date. During this time, eligible employees can choose their health and wellness benefits through the platform. Employees will receive email reminders from Justworks to complete their selections, and you’ll receive a summary report confirming who has enrolled.\u003c/p\u003e\u003ch3 id=\"h_01K0SBX7VMWWB3ZG290PRWYB5P\"\u003eAncillary Benefits (Optional)\u003c/h3\u003e\u003cp\u003e\u003cem\u003eApplies to both Justworks PEO Basic and Justworks PEO Plus plan customers.\u003c/em\u003e\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004471792-Ancillary-Benefits#h_01JFT61W9M15MZTRR20YAWX5AT\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eAncillary benefits\u003c/a\u003e are optional perks that go beyond core health insurance. These may include offerings like life insurance, disability coverage, commuter benefits, and wellness programs. They enhance your overall benefits package and support a broader range of employee needs.\u003c/p\u003e\u003cp\u003eIf you’d like to offer ancillary benefits not already included in your plan, you can set them up at any time by navigating to \u003cstrong\u003eHR \u0026gt; Benefits \u0026gt; Offer More Benefits\u003c/strong\u003e. These benefits are optional and can be added now or later, depending on what works best for your team. In many cases, your company may be able to offer them at no additional cost. You can explore pricing and details by clicking into each benefit within the \u003cstrong\u003eBenefits\u003c/strong\u003e tab.\u003c/p\u003e\u003cp\u003eIf you are transitioning providers, you’ll have a few additional tasks related to benefits enrollment and prior provider transitions, please read the section ahead for more information.\u003c/p\u003e\u003ch2 id=\"h_01K0SBX7VNZZY0ME7N91TDSFAR\"\u003ePrior Provider Transitions\u003c/h2\u003e\u003cp\u003eYou’ll want to \u003cstrong\u003ecancel any existing HR, payroll, or insurance provider relationships\u003c/strong\u003e before your Justworks coverage takes effect. \u003c/p\u003e\u003cp\u003eMake sure:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e7da80f42a3c7d7e5f361ab81acb06369\"\u003eYour current \u003cstrong\u003epayroll provider ends\u003c/strong\u003e the day before your Justworks start date.\u003c/li\u003e\n\u003cli data-list-item-id=\"e9ff7441dd99772c0d2835ed65ef3758c\"\u003eExisting \u003cstrong\u003ehealth insurance plans\u003c/strong\u003e are canceled the day before the effective date of your new Justworks benefits.\u003c/li\u003e\n\u003cli data-list-item-id=\"ee04017ef391fe25a9c21684933503878\"\u003eIf you provide \u003cstrong\u003eworkers’ comp\u003c/strong\u003e or \u003cstrong\u003eNYS disability insurance\u003c/strong\u003e, those policies should also end on your Justworks start date.\u003c/li\u003e\n\u003cli data-list-item-id=\"ea5cecca7a2b67f6b83a5eb562348b924\"\u003eIf you have an \u003ca href=\"https://justworks.my.salesforce.com/sfc/p/#i0000000fGVY/a/0H000000kR2I/v84lz_WSl.WmuLLXfdVO0bs8UyHVCJFoyUaD93LnvhY\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eEmployment Practices Liability Insurance (EPLI)\u003c/strong\u003e \u003c/a\u003epolicy, you can cancel it if you prefer to use Justworks’ EPLI policy. Note: If you keep your external EPLI policy, the external policy would need to be the primary policy.\u003c/li\u003e\n\u003cli data-list-item-id=\"ee9a9dc6ef2966e77b5d228a110a3b83b\"\u003eClose any \u003cstrong\u003estate withholding tax accounts\u003c/strong\u003e, if applicable, once you’ve confirmed Justworks will be taking over those filings.\u003cul\u003e\u003cli data-list-item-id=\"e59cc2c0a4093c371ac959dfa917b1570\"\u003e\n\u003cstrong\u003ePlease note: \u003c/strong\u003eIf you are a \u003cstrong\u003eCalifornia\u003c/strong\u003e employer, you must keep your CA tax accounts open and provide your account details to your Justworks onboarding team.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eYour Onboarding team can help you coordinate these transitions to prevent gaps in coverage or double charges.\u003c/p\u003e\u003ch2 id=\"h_01K0SBX7VQ8HTH3KZZCMS1C6C4\"\u003eOptional Setup Tasks to Customize Your Account\u003c/h2\u003e\u003cp\u003eAs you approach your Justworks start date, there are a few \u003cem\u003eoptional\u003c/em\u003e configuration steps you may want to take to further tailor the platform to your company’s needs. These tasks are not required but can help enhance your team’s experience and streamline operations from day one!\u003c/p\u003e\u003ch3 id=\"h_01K0SBX7VRBM74XFDH0KC2VA9H\"\u003eAssigning Manager and Company Permissions\u003c/h3\u003e\u003cp\u003eAssign admin or manager permissions to any additional team members who need platform access. This might include brokers, temps, or other HR staff. Once permissions are assigned, they’ll receive an invitation to set up their profile. \u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e6d4eecc7c0962f6d7c925c8cfeb4f5f9\"\u003eYou can grant or update permissions by navigating to \u003cstrong\u003eCompany \u0026gt; Permissions\u003c/strong\u003e or by navigating directly to the members profile and clicking on their \u003cstrong\u003eSettings\u003c/strong\u003e tab.\u003c/li\u003e\n\u003cli data-list-item-id=\"e219345e733475fbcd5bb9fe668bd6210\"\u003eThere are two different types of permissions, \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004524051-Manager-Level-Permissions\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eManager level\u003c/a\u003e and \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004475952-Company-Level-Permissions#h_01J2M400C279ARG00DQDN6XT98\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCompany level\u003c/a\u003e permissions, which involve varying levels of access.\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01K0SBX7VS8TK3BTE2KV9J2N43\"\u003eSet Up Time Off Policies\u003c/h3\u003e\u003cp\u003eIf you plan to track \u003cstrong\u003epaid time off\u003c/strong\u003e within Justworks, this is a good time to upload your PTO policy so employees can begin submitting requests. You can read our comprehensive guide \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004480292-Setting-Up-PTO-Paid-Time-Off\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e. It’s advisable to check your local and state laws for paid time off requirements.\u003c/p\u003e\u003ch3 id=\"h_01K0SBX7VSZ48CA6MHHA9ZN9DX\"\u003eTrack Time with Ease Using Justworks' Advanced Time Tracking\u003c/h3\u003e\u003cp\u003eIf you have hourly employees,\u003ca href=\"https://help.justworks.com/hc/en-us/articles/360059702291-Justworks-Time-Tracking-Integration#h_01HEN4YVQ7V8G371MVSVMX8C0X\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e Justworks’ Advanced Time Tracking \u003c/a\u003emakes it easy to record and manage hours. Employees can clock in and out from any device, and approved hours automatically sync to their Timecards. With geofencing, you can ensure time is only tracked at designated locations. \u003c/p\u003e\u003cp\u003eYou can enable this feature from the \u003cstrong\u003eProduct Details\u003c/strong\u003e page in the \u003cstrong\u003eTimecards\u003c/strong\u003e tab. The cost is $8 per active hourly user.\u003c/p\u003e\u003ch3 id=\"h_01K0SBX7VTEJWMJAZG2D0SB17B\"\u003eManual Deductions for External Benefits\u003c/h3\u003e\u003cp\u003eIf your company offers external benefits (\u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004990551-Managing-Your-Outside-401-k\" target=\"_blank\" rel=\"noopener noreferrer\"\u003elike a 401(k) from another provider\u003c/a\u003e) you can enter those as \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004527691-Manual-Deductions\" target=\"_blank\" rel=\"noopener noreferrer\"\u003emanual deductions\u003c/a\u003e in each employee’s profile. \u003c/p\u003e\u003ch3 id=\"h_01K0SBX7VTZ2HKS5Y4YC4YJC5X\"\u003eSet Up Expenses\u003c/h3\u003e\u003cp\u003eJustworks also provides an \u003ca href=\"https://help.justworks.com/hc/en-us/articles/17024877999515-Expenses-Desktop\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eExpenses\u003c/a\u003e tool that lets employees submit expense reports for reimbursement through payroll. If your company reimburses business expenses, consider enabling this feature before your first payroll run.\u003c/p\u003e\u003cp\u003eFinally, Justworks will generate your \u003cstrong\u003efirst invoice\u003c/strong\u003e, which will include any insurance premiums and your monthly platform fee.\u003c/p\u003e\u003ch2 id=\"h_01K0SBX7VVW1326QCJCMKPSY5D\"\u003eYou’re Live! What Happens Next?\u003c/h2\u003e\u003cp\u003eOnce your start date arrives, your company is officially live on the Justworks platform.\u003c/p\u003e\u003cp\u003eAt this point, your Onboarding team will request a \u003cstrong\u003eyear-to-date (YTD) payroll report\u003c/strong\u003e. This report ensures we account for all previously paid wages so we can accurately calculate your company’s FICA and FUTA tax liabilities.\u003c/p\u003e\u003cp\u003eYou’ll also be invited to a \u003cstrong\u003ePayroll Overview call\u003c/strong\u003e, where the Onboarding team will walk you through your \u003cstrong\u003ePayments dashboard\u003c/strong\u003e, \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004479312-Best-Practices-for-Running-Payroll#h_01H947FS91HYNV8XYGQCFVW66M\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ebest practices when running payroll\u003c/a\u003e, answer any final questions, and help prepare you for your first payroll run.\u003c/p\u003e\u003ch3 id=\"h_01K0SBX7VW5EK9DSDNRQ3W5YGM\"\u003eRunning Your First Payroll\u003c/h3\u003e\u003cp\u003ePayroll with Justworks is designed to run smoothly and with minimal effort on your part.\u003c/p\u003e\u003cp\u003eIf you have \u003cstrong\u003ehourly or non-exempt salaried employees\u003c/strong\u003e, you’ll receive a reminder to \u003cstrong\u003esubmit timecards\u003c/strong\u003e. These reminders go out to admins and managers with timecard permissions.\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e741da0c047a0684f1541602cc11138c7\"\u003eReview this \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004478592-Paying-Employees-via-Timecards#h_01H9463G49JMSR5MC8XE3W87JS\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eguide\u003c/a\u003e if you plan on paying employees with timecards.\u003c/li\u003e\n\u003cli data-list-item-id=\"ec687b289eaec9f259a7088e2c50b3a66\"\u003eOnce timecards are submitted and all employee records are complete, Justworks will automatically run payroll. No additional steps are needed unless \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004527971-Updating-an-Employee-s-Compensation\" target=\"_blank\" rel=\"noopener noreferrer\"\u003esomething changes\u003c/a\u003e.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eThis moment is worth celebrating—it marks your official launch with Justworks!\u003c/p\u003e\u003ch2 id=\"h_01KN2285PH49WN7NV2TE9D3AHY\"\u003eA Note on W-2s\u003c/h2\u003e\u003cp\u003eIf employees were paid by another provider earlier in the year and then moved to Justworks, they will receive two W‑2s: one from the prior provider and one from Justworks. Together, they reflect their full‑year wages and withholdings.\u003c/p\u003e\u003ch2 id=\"h_01K0SBX7VXKQ9EHJ1411MY6NV1\"\u003eNeed Additional Support?\u003c/h2\u003e\u003cp\u003eYour Justworks Onboarding team is here to help from start to finish. If you need additional support, our \u003ca href=\"https://help.justworks.com/hc/en-us/sections/32936355422363-PEO\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehelp center\u003c/a\u003e offers how-to articles, \u003ca href=\"https://help.justworks.com/hc/en-us/sections/32936420967451-Compliance\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ecompliance resources\u003c/a\u003e, and \u003ca href=\"https://help.justworks.com/hc/en-us/sections/32936373699739-General-Support\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eplatform guides\u003c/a\u003e.\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"available to you. Member \u003cem\u003eOnboarding\u003c/em\u003e and Enrollment After your account is configured, it’s time to \u003cem\u003eonboard\u003c/em\u003e your employees. This","result_type":"article"},{"id":41440944636315,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/41440944636315.json","html_url":"https://help.justworks.com/hc/en-us/articles/41440944636315-Year-to-Date-YTD-Reports-for-Justworks-PEO-Onboarding","author_id":1902370830924,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":39221967383451,"created_at":"2025-09-25T14:54:29Z","updated_at":"2026-01-07T15:21:16Z","name":"Year-to-Date (YTD) Reports for Justworks PEO Onboarding","title":"Year-to-Date (YTD) Reports for Justworks PEO Onboarding","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-01-07T15:21:16Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01K0VZQ4YX68MJC5J93CWMVYNZ"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/41452152601115\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eWhen your company joins Justworks PEO, we ask for your company’s Year-to-Date (YTD) payroll report as part of the onboarding process. This information helps us accurately capture your employees’ previous earnings and ensure taxes are calculated correctly going forward.\u003c/p\u003e\u003cp\u003eHere’s why we request this, what’s included in a YTD report, and how to submit it.\u003c/p\u003e\u003ch2 id=\"h_01K60NS9VH0CXTKQXJYSC93YGM\"\u003eWhy We Ask for YTD Payroll Reports\u003c/h2\u003e\u003cp\u003eYTD payroll reports allow Justworks to properly account for wages your employees earned this calendar year before switching over to our platform. This ensures:\u003c/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eAccurate tax tracking\u003c/strong\u003e: We can correctly calculate federal tax obligations like FICA and FUTA without overcharging you or your team.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCorrect wage base limits\u003c/strong\u003e: We won’t double-charge taxes that your employees or company may have already paid through your prior payroll provider.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSmooth transitions\u003c/strong\u003e: Especially if your transition occurs in the middle of a quarter, YTD data helps us file quarterly tax returns correctly on your behalf.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eWithout this data, your company will not be able to recover any overpaid employer taxes; however, employees may still receive refunds when they file their personal taxes.\u003c/p\u003e\u003ch2 id=\"h_01K60NS9VKG0NSNR2S14S85GF8\"\u003eWhat Should Be Included in a YTD Report?\u003c/h2\u003e\u003cp\u003eYour YTD payroll report should contain the following details per employee:\u003c/p\u003e\u003cul\u003e\n\u003cli\u003eWithholdings for \u003cstrong\u003eSocial Security\u003c/strong\u003e, \u003cstrong\u003eMedicare\u003c/strong\u003e, and \u003cstrong\u003eunemployment insurance\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli\u003eThe \u003cstrong\u003estate(s)\u003c/strong\u003e in which employees are working\u003c/li\u003e\n\u003cli\u003eThe period covered (ideally from January 1 through your Justworks start date)\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01K60NS9VN3BEXQVX0PC20TSEB\"\u003eCommon Report Names by Provider\u003c/h2\u003e\u003cp\u003eIf you're using a previous payroll provider or PEO, here's what the correct report is typically called:\u003c/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eADP\u003c/strong\u003e:\u003cbr\u003eLook for the \u003cstrong\u003eMaster Control Report\u003c/strong\u003e. Column Y typically contains the YTD taxable wages.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eGusto\u003c/strong\u003e:\u003cbr\u003eUse the \u003cstrong\u003ePayroll Journal\u003c/strong\u003e and run it in the \u003cstrong\u003eAdvanced\u003c/strong\u003e view for full YTD wage breakdowns.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePaychex\u003c/strong\u003e:\u003cbr\u003eSubmit both the \u003cstrong\u003eQuarterly Report\u003c/strong\u003e and \u003cstrong\u003eYear-to-Date Report\u003c/strong\u003e for a full picture.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTriNet\u003c/strong\u003e:\u003cbr\u003eEither the \u003cstrong\u003ePayroll Register (YTD)\u003c/strong\u003e or \u003cstrong\u003eWage \u0026amp; Tax Details Report\u003c/strong\u003e will have the information needed.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eQuickBooks\u003c/strong\u003e:\u003cbr\u003eUse the \u003cstrong\u003ePayroll Summary by Employee Report\u003c/strong\u003e and check the \u003cstrong\u003eAdjusted Gross Pay\u003c/strong\u003e column.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExtensis (PEO)\u003c/strong\u003e:\u003cbr\u003eSubmit the \u003cstrong\u003eWage.Tax.Report\u003c/strong\u003e in CSV format. Use the \u003cstrong\u003esecond line\u003c/strong\u003e for each employee—this contains the correct taxable wages.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInsperity\u003c/strong\u003e:\u003cbr\u003eLook for the \u003cstrong\u003eWage and Deduction Report\u003c/strong\u003e. Be sure the settings include \u003cstrong\u003eTaxable Wages\u003c/strong\u003e as part of the criteria.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eIf you’re unsure where to find your report, your former payroll provider’s support team should be able to help generate the correct file.\u003c/p\u003e\u003ch2 id=\"h_01K60NS9VYEK104204HG7PS2K1\"\u003eHow to Submit Your YTD Report\u003c/h2\u003e\u003cp\u003eYour Onboarding representative will guide you on how to upload your YTD report securely through your Justworks account or during the onboarding process.\u003c/p\u003e\u003cp\u003ePlease ensure:\u003c/p\u003e\u003cul\u003e\n\u003cli\u003eThe file is in PDF, CSV, or Excel format\u003c/li\u003e\n\u003cli\u003eEach employee’s name, state of work, and YTD taxable wages are clearly visible\u003c/li\u003e\n\u003cli\u003eThe report reflects all earnings prior to your Justworks start date\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01K60NS9VZHM6NJ6JET8T0AYRF\"\u003e Important Notes\u003c/h2\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eMid-Quarter Transitions\u003c/strong\u003e: If you’re joining Justworks in the middle of a calendar quarter and your employees are based in states where you report taxes directly (also known as “client reporting” states), we file an amendment for your previous payroll provider's return.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eState Unemployment (SUI)\u003c/strong\u003e: In some states, your unemployment wage base may continue rather than resetting when you join Justworks. Your YTD report helps us ensure we apply the correct rules based on your setup.\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01K60NS9W0Q9P1DFZGSEGBWNWV\"\u003eWhat Happens If I Don’t Submit a YTD Report?\u003c/h2\u003e\u003cp\u003eIf no YTD payroll data is submitted:\u003c/p\u003e\u003cul\u003e\n\u003cli\u003eYour employees may still recover any overpaid taxes during tax filing season\u003c/li\u003e\n\u003cli\u003eYour company may be taxed more than necessary throughout the year and the company will not be eligible to recover these overpaid funds.\u003c/li\u003e\n\u003cli\u003eSome employees may be taxed more than necessary throughout the year; however, they may still be able to recover overpaid taxes during tax filing season\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eTo avoid these issues, we strongly recommend submitting your YTD payroll report before your first payroll processes through Justworks.\u003c/p\u003e\u003ch2 id=\"h_01K60NS9W1XE7JG9ZYRHQJKM3A\"\u003eNeed Help?\u003c/h2\u003e\u003cp\u003eIf you’re not sure how to access or prepare your report, the Justworks Onboarding team is here to assist. You can also contact your previous payroll provider and request a YTD report with \u003cstrong\u003etaxable wage details\u003c/strong\u003e for each employee.\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"company’s Year-to-Date (YTD) payroll report as part of the \u003cem\u003eonboarding\u003c/em\u003e process. This information helps us accurately capture your","result_type":"article"},{"id":37938800665883,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/37938800665883.json","html_url":"https://help.justworks.com/hc/en-us/articles/37938800665883-Employer-of-Record-EOR-Employee-Country-Specific-Onboarding-Requirements","author_id":1265634058929,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936579949339,"created_at":"2025-06-12T17:40:11Z","updated_at":"2026-05-05T19:52:00Z","name":"Employer of Record (EOR) Employee: Country-Specific Onboarding Requirements","title":"Employer of Record (EOR) Employee: Country-Specific Onboarding Requirements","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-05-05T19:51:59Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":[],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/37938800661915\" alt=\"Employee - EOR.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks EOR (Employer of Record). \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eAdministrators can send an invitation in Justworks by taking the steps outlined here: \u003ca href=\"https://help.justworks.com/hc/en-us/articles/28313314904219-How-to-Add-an-International-Employee-to-Your-Justworks-Account#h_01J5BX27KBZAZJABS5RKM74S4G\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eHow to Add an International Employee to Your Justworks Account\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eFor a walkthrough of the full enrollment experience, including a self-paced demo and step-by-step instructions, check out our \u003ca href=\"https://%20https://help.justworks.com/hc/en-us/articles/33748445021467-Employer-of-Record-EOR-Employee-Justworks-Enrollment\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eEmployer of Record (EOR) Employee Justworks Enrollment article\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eStarting a new role should feel exciting, not overwhelming! That's why enrolling in Justworks as an EOR employee is easy. This guide outlines the specific personal, tax, and banking information required during the enrollment process for employees hired through Justworks' Employer of Record (EOR) service, organized by country. Review your country below to see exactly what’s needed and why, so you can move through onboarding with confidence.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAJ91D8JY4GDKFYB7BR\"\u003e🇦🇺 Australia\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"eca1d426884ece07d45cd410f13f9a8ae\"\u003e\n\u003cstrong\u003eTitle\u003c/strong\u003e: Your formal designation (e.g., Mr., Ms., Dr.).\u003c/li\u003e\n\u003cli data-list-item-id=\"ec0bed5719d4773a55215cd5229188e23\"\u003e\n\u003cstrong\u003eGender\u003c/strong\u003e: Your gender identity.\u003c/li\u003e\n\u003cli data-list-item-id=\"e74b59e7a0833537026ecd50073d11148\"\u003e\n\u003cstrong\u003eTFN (Tax File Number)\u003c/strong\u003e: A unique identifier for tax purposes in Australia.\u003c/li\u003e\n\u003cli data-list-item-id=\"e24ff6f85f31da6237c67d46bddb03985\"\u003e\n\u003cstrong\u003eConfirm TFN\u003c/strong\u003e: Re-enter to ensure it's accurate.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"eb9d5928cd562d29c9a97fe3b9b825c91\"\u003e\n\u003cstrong\u003eSuperannuation Standard Choice Form\u003c/strong\u003e: Nominate your retirement fund provider.\u003c/li\u003e\n\u003cli data-list-item-id=\"eba2113cdb0ede907d16f898cc2343f9b\"\u003e\n\u003cstrong\u003eTFN Declaration\u003c/strong\u003e: Declare your TFN for income tax processing.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e7e61552699109f6d9d9b8749938d4f57\"\u003e\n\u003cstrong\u003eBSB Number (6 digits)\u003c/strong\u003e: Identifies your bank and branch.\u003c/li\u003e\n\u003cli data-list-item-id=\"e31a8b82f0ae010690ddbe98264e714ed\"\u003e\n\u003cstrong\u003eAccount Number (up to 10 digits)\u003c/strong\u003e: Your bank account number for salary payments.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Onboarding in Australia ensures compliance with tax and retirement systems, and captures banking info for payroll.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAJ48DKT5WK45XBFG37\"\u003e🇧🇷 Brazil\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e25f767396a46af2a63f24dd23caa7ab9\"\u003e\n\u003cstrong\u003eGender\u003c/strong\u003e: Your gender identity.\u003c/li\u003e\n\u003cli data-list-item-id=\"ea7f375de00a63d7650bf3bedf41bd6b7\"\u003e\n\u003cstrong\u003eCity/State of Birth\u003c/strong\u003e: Required for ID verification.\u003c/li\u003e\n\u003cli data-list-item-id=\"e3ba868c0590c77b77714dd43b74b0993\"\u003e\n\u003cstrong\u003eEthnicity\u003c/strong\u003e: For diversity reporting.\u003c/li\u003e\n\u003cli data-list-item-id=\"ee3e30121be1adeb33dc2f2e8103cdbe5\"\u003e\n\u003cstrong\u003eWork Permit Status\u003c/strong\u003e: Legal eligibility to work.\u003c/li\u003e\n\u003cli data-list-item-id=\"efb4e22e2b2cf24e1182e86923e0ded33\"\u003e\n\u003cstrong\u003eMarital Status\u003c/strong\u003e: Relationship status.\u003c/li\u003e\n\u003cli data-list-item-id=\"e8be9e44e976aa249489d574b2c69272a\"\u003e\n\u003cstrong\u003eEducational Qualification\u003c/strong\u003e: Highest education completed.\u003c/li\u003e\n\u003cli data-list-item-id=\"eac271cc957bd8fe1e4a551705aa52f55\"\u003e\n\u003cstrong\u003ePersonal ID (RG)\u003c/strong\u003e: National identity document.\u003c/li\u003e\n\u003cli data-list-item-id=\"ed86aa869a8979406c386ade806d4166d\"\u003e\n\u003cstrong\u003eRG State of Issue/Issuing Body\u003c/strong\u003e: Issuance details of your RG.\u003c/li\u003e\n\u003cli data-list-item-id=\"e63b3173865b9a548c7f6878bd586e91a\"\u003e\n\u003cstrong\u003eCPF\u003c/strong\u003e: National tax ID number.\u003c/li\u003e\n\u003cli data-list-item-id=\"e16ff4d6a9f25aa91d616e3ba6db1a0ff\"\u003e\n\u003cstrong\u003eConfirm CPF\u003c/strong\u003e: Re-enter for verification.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e053814843590752b321cd1e82e2bac86\"\u003e\n\u003cstrong\u003eCTPS (Work and Social Security Card)\u003c/strong\u003e: Mandatory for labor rights and payroll.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e3b508c9ddfdbfba756c4340aa8c94e5a\"\u003e\n\u003cstrong\u003eBank Code / Branch Number\u003c/strong\u003e: Identifies your bank and location.\u003c/li\u003e\n\u003cli data-list-item-id=\"e07822a6684588b7f9ed14dd1ea5e1af1\"\u003e\n\u003cstrong\u003eAccount Number / CPF\u003c/strong\u003e: Account for salary deposit; CPF confirms tax identity.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Brazil’s process captures detailed personal, educational, and financial data for legal and payroll requirements.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAJV7AE3H5DCN4S42W9\"\u003e🇨🇦 Canada\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e54215ca309a74445a46390f0e7c0806f\"\u003e\n\u003cstrong\u003eSIN (Social Insurance Number)\u003c/strong\u003e: Unique number for employment and taxation.\u003c/li\u003e\n\u003cli data-list-item-id=\"e6b03492a61e9faa3ce5eab14d35d948c\"\u003e\n\u003cstrong\u003eConfirm SIN\u003c/strong\u003e: Double-check to avoid errors.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"ed409056e6870755e8427ac0b52ee74ba\"\u003e\n\u003cstrong\u003eTD1 Federal/Provincial Forms\u003c/strong\u003e: Required to calculate the correct amount of tax.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e264c1c558b27ccdf7670175913961e40\"\u003e\n\u003cstrong\u003eTransit Number / Institution Number / Account Number\u003c/strong\u003e: Bank routing and account numbers for payment.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Canada ensures tax withholding accuracy and verifies identity through SIN and detailed banking info.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAJRSB0K67HQMRZ5G8X\"\u003e🇨🇱 Chile\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ef2f845634a6aa8c60180817dc8a7ce85\"\u003e\n\u003cstrong\u003eHealth Plan\u003c/strong\u003e: Isapre (private) or Fonasa (public) coverage information.\u003c/li\u003e\n\u003cli data-list-item-id=\"eb05165cf85aa018711e24fc0f043f063\"\u003e\n\u003cstrong\u003eHealth Agency Name\u003c/strong\u003e: Name of your selected Isapre or Fonasa provider.\u003c/li\u003e\n\u003cli data-list-item-id=\"e4e9a818e3a1add19336dd8a188c40b31\"\u003e\n\u003cstrong\u003eAFP Agency Name\u003c/strong\u003e: Chosen pension fund administrator.\u003c/li\u003e\n\u003cli data-list-item-id=\"edf893f7d835a3f7b33cd6c9460290e05\"\u003e\n\u003cstrong\u003eRUT\u003c/strong\u003e: Chilean national tax ID.\u003c/li\u003e\n\u003cli data-list-item-id=\"edcbcd5ef184e51a4fefab12d8b4b5799\"\u003e\n\u003cstrong\u003eConfirm RUT\u003c/strong\u003e: Re-enter to validate.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e31bca0b974830895c61242e302c21d34\"\u003e\n\u003cstrong\u003eAFP (Pension Fund Administrator)\u003c/strong\u003e: Required for retirement contributions.\u003c/li\u003e\n\u003cli data-list-item-id=\"e420d0d93a8147f511984827e2e5fed7e\"\u003e\n\u003cstrong\u003eAHS (Health Insurance)\u003c/strong\u003e: Proof of health coverage.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Chile’s onboarding requires confirmation of pension and health providers, plus RUT verification.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAJ9XE6PHVT0NWSG74X\"\u003e🇨🇴 Colombia\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e6de5f31fc1660ac7677344c50a0c2d86\"\u003e\n\u003cstrong\u003eCédula de Ciudadanía Number\u003c/strong\u003e: Your national ID number.\u003c/li\u003e\n\u003cli data-list-item-id=\"e0ea91b147a1fcd2a6f62700ccfb57abc\"\u003e\n\u003cstrong\u003eNombre de EPS\u003c/strong\u003e: Health provider's name.\u003c/li\u003e\n\u003cli data-list-item-id=\"ed80123fa8e05a1370a60b7e9a98dbd7d\"\u003e\n\u003cstrong\u003eFondo de Pensiones\u003c/strong\u003e: Pension fund provider.\u003c/li\u003e\n\u003cli data-list-item-id=\"eb11ca96b403823d2524096c68e1d3b6c\"\u003e\n\u003cstrong\u003eNombre de ARL\u003c/strong\u003e: Occupational risk administrator.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ec0570a8bc9fd622fa87c6b830bf3aab3\"\u003e\n\u003cstrong\u003eRegistro Único Tributario (RUT)\u003c/strong\u003e: Tax registry number.\u003c/li\u003e\n\u003cli data-list-item-id=\"e93f42126bb05ab030f5b1180ec297a19\"\u003e\n\u003cstrong\u003eEPS, Severance, and Pension Fund Documentation\u003c/strong\u003e: Compliance documents.\u003c/li\u003e\n\u003cli data-list-item-id=\"efc45c29e5ffbc0eca9d3d04ac0b29979\"\u003e\n\u003cstrong\u003eBank Account Statement\u003c/strong\u003e: Proof of your account.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"ed9dee10e1ee36562c0dbfd674377894c\"\u003e\n\u003cstrong\u003eAccount Type / Bank Name / Account Number\u003c/strong\u003e: Payment method setup.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Colombia's process includes social security, health, tax registry, and bank setup for full compliance.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAKCKM0B0EKRM3R60B7\"\u003e🇩🇰 Denmark\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e3bcecdb4ebbb2c5c6aecf96f1571c89f\"\u003e\n\u003cstrong\u003eCPR Number\u003c/strong\u003e: Personal ID number used for tax and social services.\u003c/li\u003e\n\u003cli data-list-item-id=\"e25b6bfe956539dc9fa0333477f103807\"\u003e\n\u003cstrong\u003eConfirm CPR\u003c/strong\u003e: Re-enter for accuracy.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Onboarding in Denmark is focused and efficient, with the CPR number being the core identifier for employment and tax.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAK4P9N1DZM5DKRVX9B\"\u003e🇫🇷 France\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e2669ea5d9dc0357e9161963b74103e76\"\u003e\n\u003cstrong\u003eCivilité du salarié\u003c/strong\u003e: Title (Madame or Monsieur).\u003c/li\u003e\n\u003cli data-list-item-id=\"e4a4ba2e72732261186a510a9cf0ab9ab\"\u003e\n\u003cstrong\u003eNom de jeune fille\u003c/strong\u003e: Maiden name (if applicable).\u003c/li\u003e\n\u003cli data-list-item-id=\"ebaf3b6ca5536e981cd8c6a808db7fa6e\"\u003e\n\u003cstrong\u003eNuméro de sécurité sociale\u003c/strong\u003e: Social Security Number.\u003c/li\u003e\n\u003cli data-list-item-id=\"e1f65948970d0aec5f774fe7dbb45e35c\"\u003e\n\u003cstrong\u003ePays / Département / Lieu de naissance\u003c/strong\u003e: Country, province, and city of birth.\u003c/li\u003e\n\u003cli data-list-item-id=\"ed87642aac7ba6145a81559ca5765ea49\"\u003e\n\u003cstrong\u003eNationalité\u003c/strong\u003e: Your nationality.\u003c/li\u003e\n\u003cli data-list-item-id=\"e6a147efcfff87c478ac1b55debdd0b24\"\u003e\n\u003cstrong\u003eDiplôme\u003c/strong\u003e: Highest educational qualification.\u003c/li\u003e\n\u003cli data-list-item-id=\"e84a7f9735ad5cbb6347665310e2b37a1\"\u003e\n\u003cstrong\u003eSituation familiale\u003c/strong\u003e: Marital status.\u003c/li\u003e\n\u003cli data-list-item-id=\"e9910aec7f332b30f2fce2e0395513f54\"\u003e\n\u003cstrong\u003eNombre à charge\u003c/strong\u003e: Number of dependents.\u003c/li\u003e\n\u003cli data-list-item-id=\"ed9eda38dc6e1896d131147c929ab94b9\"\u003e\n\u003cstrong\u003eE-DOC\u003c/strong\u003e: Access to secure digital payslips.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e2a6f11ab1217e53c7896789c883f74d1\"\u003e\n\u003cstrong\u003eDPAE Form\u003c/strong\u003e: Mandatory for employee declaration to the French labor authority.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eIf Non-French National:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"eea3cd3834e6b8db056103fae0cbb675f\"\u003e\n\u003cstrong\u003eType de titre de séjour / N° Titre / Start \u0026amp; End Dates\u003c/strong\u003e: Resident card details.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e030f4682daf0e276419dbdfe115eda00\"\u003e\n\u003cstrong\u003eBIC / IBAN\u003c/strong\u003e: Standard European banking identifiers.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e France’s onboarding captures a detailed personal and legal profile, especially for non-nationals, with secure document handling.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAK3A1CXEWP7QBPC4ZR\"\u003e🇬🇷 Greece\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e5e125217db5af48816cada72e4399458\"\u003e\n\u003cstrong\u003eΦΥΛΟ (Sex)\u003c/strong\u003e: Your biological sex as recorded officially.\u003c/li\u003e\n\u003cli data-list-item-id=\"e68478236c5555f2008df4b2c991235c0\"\u003e\n\u003cstrong\u003eΟΝΟΜΑ ΠΑΤΡΟΣ (Father’s Name)\u003c/strong\u003e: Used in Greek official records.\u003c/li\u003e\n\u003cli data-list-item-id=\"ee47fe9cef2b8fee542cec409af5020cf\"\u003e\n\u003cstrong\u003eΟΝΟΜΑ ΜΗΤΡΟΣ (Mother’s Name)\u003c/strong\u003e: Also included in official identity records.\u003c/li\u003e\n\u003cli data-list-item-id=\"eb48d03ed6efcca765bf66417728a5943\"\u003e\n\u003cstrong\u003eΑΡ. ΤΑΥΤΟΤΗΤΑΣ Η ΔΙΑΒΑΤΗΡΙΟΥ (ID/Passport Number)\u003c/strong\u003e: Your identity document number.\u003c/li\u003e\n\u003cli data-list-item-id=\"e39ef0dce34c00e42f41914317bd73582\"\u003e\n\u003cstrong\u003eΕΦΟΡΙΑ (ΔΟΥ) / Revenue Office\u003c/strong\u003e: The local tax authority managing your records.\u003c/li\u003e\n\u003cli data-list-item-id=\"eafa735b409f2ac5793c1c5c48d672bbe\"\u003e\n\u003cstrong\u003eΑ.Φ.Μ / VAT Number\u003c/strong\u003e: Your 9-digit Greek tax ID number.\u003c/li\u003e\n\u003cli data-list-item-id=\"e9e09292db47d5fb27f090ef06fef2676\"\u003e\n\u003cstrong\u003eΟΙΚΟΓΕΝΕΙΑΚΗ ΚΑΤΑΣΤΑΣΗ (Marital Status)\u003c/strong\u003e: Required for tax categorization.\u003c/li\u003e\n\u003cli data-list-item-id=\"e5439b7b8622f875b582327018887997e\"\u003e\n\u003cstrong\u003eΣΥΝΟΛΟ ΤΕΚΝΩΝ (Number of Children)\u003c/strong\u003e: Disclosed for family benefits or tax brackets.\u003c/li\u003e\n\u003cli data-list-item-id=\"e9c89a620508693597d02dd496ffd4657\"\u003e\n\u003cstrong\u003eΗΜΕΡ. ΠΡΩΤΗΣ ΑΣΦΑΛΙΣΗΣ (First Insurance Date)\u003c/strong\u003e: When you first enrolled in national insurance.\u003c/li\u003e\n\u003cli data-list-item-id=\"edc9e7cdcdb78b6443044944d8e8fcdd4\"\u003e\n\u003cstrong\u003eΑΜ ΙΚΑ\u003c/strong\u003e: Your IKA (now EFKA) social security number.\u003c/li\u003e\n\u003cli data-list-item-id=\"e09e7c685ccc8d9c6a532719ca6658343\"\u003e\n\u003cstrong\u003eΑΜΚΑ\u003c/strong\u003e: Your unified social security and healthcare number in Greece.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e9118e719866c519af196b6ea4fe558b9\"\u003e\n\u003cstrong\u003eΣΥΝΕΡΓΑΖΟΜΕΝΗ ΤΡΑΠΕΖΑ ΓΙΑ ΜΙΣΘΟΔΟΣΙΑ (Bank)\u003c/strong\u003e: Bank used for salary deposits.\u003c/li\u003e\n\u003cli data-list-item-id=\"e3ba0dc085920ad434b2756d10a4081da\"\u003e\n\u003cstrong\u003eΙΒΑΝ ΛΟΓΑΡΙΑΣΜΟΥ (IBAN)\u003c/strong\u003e: International Bank Account Number for payroll.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Greece’s onboarding captures comprehensive identity, family, tax, and insurance records, ensuring accurate payroll and benefits processing.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAKB45EHF5NZ1XX475E\"\u003e🇮🇳 India\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"edadca2231839c53d635b45cb12f1c65c\"\u003e\n\u003cstrong\u003ePF UAN / ESIC Number\u003c/strong\u003e: Provident fund and employee insurance IDs.\u003c/li\u003e\n\u003cli data-list-item-id=\"eeb4e0c709a9e8a202906fb4832462ded\"\u003e\n\u003cstrong\u003ePAN\u003c/strong\u003e: Permanent Account Number (tax ID).\u003c/li\u003e\n\u003cli data-list-item-id=\"eb12199f4ea770663f5d1b8d1fac898be\"\u003e\n\u003cstrong\u003eConfirm PAN\u003c/strong\u003e: Double-check entry.\u003c/li\u003e\n\u003cli data-list-item-id=\"e6ddc0e41478cb858ffa7f4955d221eca\"\u003e\n\u003cstrong\u003eYear-to-date taxable salary / exemptions / TDS\u003c/strong\u003e: Income and tax data from the current financial year.\u003c/li\u003e\n\u003cli data-list-item-id=\"e5fa2a19006cd1de270a9c9d0a4bbc58d\"\u003e\n\u003cstrong\u003eTax regime\u003c/strong\u003e: Your selected tax scheme (old or new).\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"ea483f5429f2b2f3febfecc05b6937a90\"\u003e\n\u003cstrong\u003eForm B12\u003c/strong\u003e: Required for tax declaration.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ef6e28fe9c0c05319304287c677cafa32\"\u003e\n\u003cstrong\u003eIFSC Code\u003c/strong\u003e: Identifies your bank branch.\u003c/li\u003e\n\u003cli data-list-item-id=\"e0a7b94adbb72a787db14caeb51ec576c\"\u003e\n\u003cstrong\u003eAccount Number / Bank Name / Branch Name\u003c/strong\u003e: Payment details.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e India's onboarding system is data-rich, focusing on tax, provident fund details, and thorough financial verification.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAKWDP8NCB21J96KFQN\"\u003e🇮🇪 Ireland\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e214d777be8899e94fd450985a4ea91d7\"\u003e\n\u003cstrong\u003eMarital Status\u003c/strong\u003e: For tax purposes.\u003c/li\u003e\n\u003cli data-list-item-id=\"eac24bac552a46752507b8fbda9576dc1\"\u003e\n\u003cstrong\u003ePPS Number\u003c/strong\u003e: Personal Public Service Number used for tax and benefits.\u003c/li\u003e\n\u003cli data-list-item-id=\"ea09f83152711edc988802070a777e79b\"\u003e\n\u003cstrong\u003eConfirm PPS\u003c/strong\u003e: Validate entry.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"ef9a9a6ff99dac02fd97441d6a44f0e5c\"\u003e\n\u003cstrong\u003eIBAN / BIC or SWIFT\u003c/strong\u003e: Used to deposit salary.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Ireland confirms social and marital details, supported by secure bank identifiers for payroll.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAKEWF0TA8YWHK95W7V\"\u003e🇮🇹 Italy\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e438491334bc6efeb4822baa3522aead6\"\u003e\n\u003cstrong\u003eCodice Fiscale\u003c/strong\u003e: Tax identification number used to register the employee to both the Italian Revenue Agency (Agenzia dell'entrate) and INPS (Istituto nazionale della previdenza sociale).\u003c/li\u003e\n\u003cli data-list-item-id=\"eda8b431ec3c2c5f58dbde2dfbae60785\"\u003e\n\u003cstrong\u003eBirthplace\u003c/strong\u003e: City or location of birth.\u003c/li\u003e\n\u003cli data-list-item-id=\"e12684aa25b5e06f126fee6c1e7e5f49b\"\u003e\n\u003cstrong\u003eEducational Level\u003c/strong\u003e: Highest level of education completed.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e459a39810eb007321f280e97bec46393\"\u003e\n\u003cstrong\u003eIBAN / BIC or SWIFT\u003c/strong\u003e: Required for salary deposits.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Italy's onboarding is concise, focusing on tax ID, education, and EU-standard banking information.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAKXFTYMVN6ZMRBGRW5\"\u003e🇲🇾 Malaysia\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e6f8cb8a693e384728fcefa642a23cf03\"\u003e\n\u003cstrong\u003eMalaysian Citizenship\u003c/strong\u003e: Status confirmation.\u003c/li\u003e\n\u003cli data-list-item-id=\"ebc99c44a12155a0c1efc4e343e9bfd65\"\u003e\n\u003cstrong\u003ePassport / IC Number\u003c/strong\u003e: Personal identification for citizens and foreigners.\u003c/li\u003e\n\u003cli data-list-item-id=\"e2a1bd4caf3d144f931b0e8a0e40aad13\"\u003e\n\u003cstrong\u003eEPF Number / SOCSO Number\u003c/strong\u003e: Pension and social security accounts.\u003c/li\u003e\n\u003cli data-list-item-id=\"ea50df64b63807b16bf3919261696e0d4\"\u003e\n\u003cstrong\u003eDisability Status\u003c/strong\u003e: Disclosure if applicable.\u003c/li\u003e\n\u003cli data-list-item-id=\"e5fc541e2d23930509eb447e70246f8bb\"\u003e\n\u003cstrong\u003eIncome Tax Branch / Number / Status\u003c/strong\u003e: Tax authority details and your classification.\u003c/li\u003e\n\u003cli data-list-item-id=\"ed8fcea3a6be8871f4eda7dad5ec42b24\"\u003e\n\u003cstrong\u003eMarital Status\u003c/strong\u003e: Required for tax profiling.\u003c/li\u003e\n\u003cli data-list-item-id=\"ebf55e165978279bfee375f3d51ed9a50\"\u003e\n\u003cstrong\u003eHas Children\u003c/strong\u003e: If applicable.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eIf Spouse is Present:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e12d75559024ed1b7b74df9dc2dd89863\"\u003e\u003cstrong\u003eSpouse Name / IC Number / Working Status / Disability Status\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e8633bb35050e60b2f3f7323cc692e9d6\"\u003e\u003cstrong\u003eIncome Tax Number / Branch / Telephone Number\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info (continued):\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e8e042350e8d730aa3e4caeeaa88946e2\"\u003e\n\u003cstrong\u003eRace\u003c/strong\u003e: Ethnic self-identification.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"ee5d0218b106560bcb45021749360f26b\"\u003e\n\u003cstrong\u003eBank Account Statement / TP3 Form\u003c/strong\u003e: Proof of financial identity and tax compliance.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e4e969d8217f18a1053ac583331b1e9c2\"\u003e\n\u003cstrong\u003eBank Name / Account Number\u003c/strong\u003e: For direct salary payments. \u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Malaysia collects detailed tax, income, and family data including spouse and dependent information to meet employment regulations.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAKGHSB2T8GDN4E18MJ\"\u003e🇲🇽 Mexico\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ed29be2ad6d4648d2818bfa670050100e\"\u003e\n\u003cstrong\u003eSex / Civil Status\u003c/strong\u003e: Personal identity details.\u003c/li\u003e\n\u003cli data-list-item-id=\"e2a8694774539327f4a6403bee9fb9bec\"\u003e\n\u003cstrong\u003ePersonal ID / CURP\u003c/strong\u003e: National identity code and ID document.\u003c/li\u003e\n\u003cli data-list-item-id=\"e2c00fd291271a3602f425831d1f5cbea\"\u003e\n\u003cstrong\u003eWork Permit ID\u003c/strong\u003e: If applicable for non-citizens.\u003c/li\u003e\n\u003cli data-list-item-id=\"e395785bfbc5c79e0304a315c4895fada\"\u003e\n\u003cstrong\u003eSocial Security Number\u003c/strong\u003e: Required for benefits and tax tracking.\u003c/li\u003e\n\u003cli data-list-item-id=\"e70bb8540b6a18a30985fb16a0b1a9ad5\"\u003e\n\u003cstrong\u003eHas Infonavit Loan / Has Fonacot Loan\u003c/strong\u003e: Indicates housing or consumer loan involvement.\u003c/li\u003e\n\u003cli data-list-item-id=\"e8eccca262dc6d017ceb271015b4b012d\"\u003e\n\u003cstrong\u003eTIN / Confirm TIN\u003c/strong\u003e: Tax identification number for tax declarations.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e298195335593194cfc51b960280ed5af\"\u003e\n\u003cstrong\u003eBank Account Statement / CSF / Proof of Address\u003c/strong\u003e: Required documents for fiscal and identity verification.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e3d7470e277455ec1454486687148e0b9\"\u003e\n\u003cstrong\u003eCLABE (18 digits)\u003c/strong\u003e: Standard bank account number in Mexico.\u003c/li\u003e\n\u003cli data-list-item-id=\"e43acb76408dcd8dff06c629c1b8c4480\"\u003e\n\u003cstrong\u003eBank Name\u003c/strong\u003e: Your institution for salary deposits.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Mexico collects extensive legal, tax, and loan data to ensure complete compliance with national payroll regulations.\u003c/p\u003e\u003ch3 id=\"h_01JXJKWVAKZNVV9Q9HJGFJ7VVM\"\u003e\u003cstrong\u003e🇳🇱 The Netherlands\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e7a37082eb86a4b87c623cc431ae5b74c\"\u003e\n\u003cstrong\u003eWajong Benefits Eligible / Arbeidsgehandicapte\u003c/strong\u003e: Disability benefit and status disclosures.\u003c/li\u003e\n\u003cli data-list-item-id=\"ed039a2b3e2018248b035033bbdc60392\"\u003e\n\u003cstrong\u003eBSN / Confirm BSN\u003c/strong\u003e: Citizen service number for legal and tax purposes.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e8a10516feaf80d231c244d8bcf222fac\"\u003e\n\u003cstrong\u003eStatement of data for payroll taxes\u003c/strong\u003e: Compliance form to align with Dutch payroll laws.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e70c01cebb5280bf549df3eb51e3eb40c\"\u003e\n\u003cstrong\u003eIBAN / BIC or SWIFT\u003c/strong\u003e: Used for salary payments.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e The Netherlands onboarding emphasizes identity and disability status, paired with standard EU bank information and tax compliance.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAKRR8NS58R6PVPF5N2\"\u003e🇵🇪 Peru\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e58ae957248d262fa84b9e5ed9602f346\"\u003e\n\u003cstrong\u003eSexo / Estado Civil\u003c/strong\u003e: Gender and marital status.\u003c/li\u003e\n\u003cli data-list-item-id=\"e9a3f9179041d57baa94d7f398b234d9f\"\u003e\n\u003cstrong\u003ePais Nacimiento / Lugar De Nac / Nacionalidad\u003c/strong\u003e: Birthplace and nationality.\u003c/li\u003e\n\u003cli data-list-item-id=\"e880e6819edf6135d6e9698b0687a3723\"\u003e\n\u003cstrong\u003eCodigo AFP / Numero AFP\u003c/strong\u003e: Pension fund type and number.\u003c/li\u003e\n\u003cli data-list-item-id=\"e344d60bfe42dae088921e304ce739f18\"\u003e\n\u003cstrong\u003eTipo Doc Identidad / Numero Doc Identidad\u003c/strong\u003e: ID document type and number.\u003c/li\u003e\n\u003cli data-list-item-id=\"e38564cd70d19876936dfc477975b4d5f\"\u003e\n\u003cstrong\u003eNumber of dependents\u003c/strong\u003e: For tax purposes.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eContact Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"eb7ddd35a0d9bcf629cd548c100fd5dfe\"\u003e\n\u003cstrong\u003eTipo De Vias / Código Ubigeo\u003c/strong\u003e: Street type and geographic location code. \u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e1837006027b2d1f8f8793374e933f8d8\"\u003e\n\u003cstrong\u003eBanco Sueldo / N° Cuenta Sueldo\u003c/strong\u003e: Salary bank name and account.\u003c/li\u003e\n\u003cli data-list-item-id=\"e6ed861bf5eec0d59407d4c71d9e425a7\"\u003e\n\u003cstrong\u003eEntidad Financiera CTS / Número de Cuenta CTS\u003c/strong\u003e: For severance fund deposits.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eIf Dependents:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eb3fef4dbf7ea9c45a35e574190239e28\"\u003e\u003cstrong\u003eTipo Pariente / Apellido Paterno / Apellido Materno / Nombres\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e6b1e039dd30f90ba3a594e659ae4c0ec\"\u003e\u003cstrong\u003eFecha Nacimiento / Sexo / Tipo/Numero Doc Identidad\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Peru’s onboarding includes ID validation, pension registration, banking, and full dependent data capture for tax and benefit accuracy.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAKCXB2759A150HANGD\"\u003e🇵🇭 The Philippines\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e2e8f6f6f673828c6f8de0a15f6b65bd5\"\u003e\n\u003cstrong\u003eSSS Number\u003c/strong\u003e: Social Security System number.\u003c/li\u003e\n\u003cli data-list-item-id=\"e33439486cbb126ddf5b6a375440e6c22\"\u003e\n\u003cstrong\u003ePHIC Number\u003c/strong\u003e: Health insurance number under PhilHealth.\u003c/li\u003e\n\u003cli data-list-item-id=\"ee0f48d702824742dc0a9197783caaec3\"\u003e\n\u003cstrong\u003eHDMF Number\u003c/strong\u003e: Government housing savings account.\u003c/li\u003e\n\u003cli data-list-item-id=\"e307d083358ed86bdc433113a8b256768\"\u003e\n\u003cstrong\u003eTIN / Confirm TIN\u003c/strong\u003e: Tax ID for official documentation.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"ee9d95afc2e6b249d6a4133f0d210b18a\"\u003e\n\u003cstrong\u003eForm 1902\u003c/strong\u003e: Required for registering a new employee with the Bureau of Internal Revenue.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"ee6fa6a34abaf56449f32637e8539901d\"\u003e\n\u003cstrong\u003eBank Name / Account Number / Branch Name\u003c/strong\u003e: Required for payroll.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Onboarding in the Philippines focuses on confirming tax and benefit systems with supporting documentation for payroll deposits.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAKJ3MHH172D9X4A7NX\"\u003e🇵🇹 Portugal\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e787340dde6b4ad547c502bfe9ec8fe71\"\u003e\n\u003cstrong\u003eCC Number / Issue Date / Expiration Date\u003c/strong\u003e: National ID card information.\u003c/li\u003e\n\u003cli data-list-item-id=\"e62acaef16cacad9e8837c73b71411bac\"\u003e\n\u003cstrong\u003eNISS Number\u003c/strong\u003e: Social security number.\u003c/li\u003e\n\u003cli data-list-item-id=\"e9f6f45449a5c8c9dc08e536a98c9c838\"\u003e\n\u003cstrong\u003eNIF / Confirm NIF\u003c/strong\u003e: Tax ID for fiscal records.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"eab5757e32a7b26ecb2b4e5a89e2f27e3\"\u003e\n\u003cstrong\u003eDeclaração 99 / Employee Registration Form (ERF)\u003c/strong\u003e: Required compliance documents.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e8ebe09cba33e763204320d65d8bada9a\"\u003e\n\u003cstrong\u003eIBAN / BIC or SWIFT\u003c/strong\u003e: EU-standard account details.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Portugal’s process ensures full legal registration with social security and tax authorities, combined with verified banking for payroll.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAKFFYRFWWKBB90DJ46\"\u003e🇷🇴 Romania\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"eddbb510f332ce7a5ded2d9dfee75e39e\"\u003e\n\u003cstrong\u003ePNC Number:\u003c/strong\u003e 13-digit personal tax identification code.\u003c/li\u003e\n\u003cli data-list-item-id=\"e2aa834055e9b1a553fd9bb25fdcb69be\"\u003e\n\u003cstrong\u003eCopy of Diploma / Degree Certificate: \u003c/strong\u003eRequired for recordkeeping and eligibility verification.\u003c/li\u003e\n\u003cli data-list-item-id=\"e98534c7e588bbfd1b60d36a0612c625e\"\u003e\n\u003cstrong\u003eMedical Certificate (\u003c/strong\u003e\u003cem\u003e\u003cstrong\u003eCertificat medical de aptitudine pentru muncă\u003c/strong\u003e\u003c/em\u003e\u003cstrong\u003e):\u003c/strong\u003e Must be obtained from a general doctor. You may upload the receipt for reimbursement.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"ef37644df2992c9634fcf78c55d409bb0\"\u003e\n\u003cstrong\u003e6-Month Income Certificate:\u003c/strong\u003e Issued by your previous employer. Required to calculate sick leave pay accurately.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e63804cca6d57e1d6a559128db01f6fa2\"\u003e\n\u003cstrong\u003eBank Name:\u003c/strong\u003e Name of your banking institution.\u003c/li\u003e\n\u003cli data-list-item-id=\"e75640ede16e573b825bbf2d2972cfa69\"\u003e\n\u003cstrong\u003eIBAN Code: \u003c/strong\u003eYour international bank account number for salary deposits.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Romania’s onboarding process requires personal and medical documentation, proof of prior income, and verified banking details to support payroll and benefit compliance.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAKGC3ARA6YV3GG5M3H\"\u003e🇸🇬 Singapore\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"eb85f3baea5290bb624686298a21b5b5a\"\u003e\n\u003cstrong\u003eGender\u003c/strong\u003e: Your gender identity.\u003c/li\u003e\n\u003cli data-list-item-id=\"e2b87f3bf3dab9e0b4e9300bf60718a41\"\u003e\n\u003cstrong\u003eCitizenship Status\u003c/strong\u003e: Whether you're a citizen, PR, or foreigner.\u003c/li\u003e\n\u003cli data-list-item-id=\"ebe0ab23ade720770d0f84273cfb2a3ae\"\u003e\n\u003cstrong\u003ePermanent Residence Start Date\u003c/strong\u003e: When your PR status began (if applicable).\u003c/li\u003e\n\u003cli data-list-item-id=\"e46649bf7e8ac3acdab9407949679badc\"\u003e\n\u003cstrong\u003eRace\u003c/strong\u003e: Self-identified ethnic background.\u003c/li\u003e\n\u003cli data-list-item-id=\"e8673407fec1228056fa4568bdf969813\"\u003e\n\u003cstrong\u003eSHG Funds\u003c/strong\u003e: Self-help group contributions, if applicable.\u003c/li\u003e\n\u003cli data-list-item-id=\"e6f47401f044ef1c706a129fb31e95d1d\"\u003e\n\u003cstrong\u003eNRIC / Confirm NRIC\u003c/strong\u003e: Singaporean ID number for identification and compliance. \u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e6eff3d33b872eab68e66717660d04b50\"\u003e\n\u003cstrong\u003eBank Code / Branch Code / Account Number\u003c/strong\u003e: For accurate salary deposits.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Singapore’s onboarding centers on NRIC validation, citizenship info, and precise banking identifiers.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAKBB1070JGNZVREBAF\"\u003e🇪🇸 Spain\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ef3d83bcdbfbaffe9d33d045584e6f17e\"\u003e\n\u003cstrong\u003eSex\u003c/strong\u003e: Officially recorded sex.\u003c/li\u003e\n\u003cli data-list-item-id=\"edad97c68a238fa57440e0b8f633e7948\"\u003e\n\u003cstrong\u003eDate since resident\u003c/strong\u003e: When you became a resident.\u003c/li\u003e\n\u003cli data-list-item-id=\"e7307217dacd4585f89dc3ebd85872c3b\"\u003e\n\u003cstrong\u003eUnemployment status\u003c/strong\u003e: Current employment condition.\u003c/li\u003e\n\u003cli data-list-item-id=\"e4b29ed6a9eca5d7d7dd5d7e03ef5e347\"\u003e\n\u003cstrong\u003eMarital Status\u003c/strong\u003e: Personal status.\u003c/li\u003e\n\u003cli data-list-item-id=\"edd12ac1bff2bb1d3436d559423d4ba82\"\u003e\n\u003cstrong\u003eEducational Qualification\u003c/strong\u003e: Highest completed education level.\u003c/li\u003e\n\u003cli data-list-item-id=\"edbb1a6ed777ffa0005786c79651ef49f\"\u003e\n\u003cstrong\u003eChildren's birth dates\u003c/strong\u003e: For tax and family reporting.\u003c/li\u003e\n\u003cli data-list-item-id=\"ee930415bd32cc49c7aae668e7a74ea94\"\u003e\n\u003cstrong\u003eSocial Security ID / NIE / DNI / Confirm DNI\u003c/strong\u003e: National identity and tax documents.\u003cul\u003e\u003cli data-list-item-id=\"efe181be047cbf9e73b09fabadd3bf89d\"\u003eNote: \u003cstrong\u003eNIE\u003c/strong\u003e = Foreigner ID and \u003cstrong\u003eDNI\u003c/strong\u003e = National ID for Spanish citizens\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"ee3b4aade23f9434d0630d4de927f805c\"\u003e\n\u003cstrong\u003eModelo 145\u003c/strong\u003e: Required for determining tax withholding based on personal status.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e5d8e10d9f61ded7ca3da53c551ecca1d\"\u003e\n\u003cstrong\u003eIBAN / BIC or SWIFT\u003c/strong\u003e: Used for receiving payments. \u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Spain gathers a full profile of personal, family, and tax data, including identity checks and banking info to set up payroll.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAKPTD0F807A26721PK\"\u003e🇸🇪 Sweden\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"eaa6daf8c871ab84566f7a174fb6365c3\"\u003e\n\u003cstrong\u003ePersonnummer / Confirm Personnummer\u003c/strong\u003e: National ID used for all tax and public services.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"ef9676ecdf74df8353a9ced76036ac3f8\"\u003e\n\u003cstrong\u003eA-Tax Declaration\u003c/strong\u003e: Ensures correct income tax deductions.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"ec79589da9b7e0939f4450ec53faddf68\"\u003e\n\u003cstrong\u003eClearing Number / Account Number / IBAN (optional)\u003c/strong\u003e: For setting up salary deposits.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Sweden’s onboarding process is concise, verifying your personnummer and tax declaration with optional international bank info.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAMBDJKKD3F1TZ0656B\"\u003e🇹🇷 Turkey\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e8d684cb0a94f5c0ba32507f9d68c7972\"\u003e\n\u003cstrong\u003eNumber of Children Below 6 Years: \u003c/strong\u003eFor tax allowance purposes.\u003c/li\u003e\n\u003cli data-list-item-id=\"e04356d850ebc28c7f37b34bc9f820836\"\u003e\n\u003cstrong\u003eNumber of Children 6 or Above:\u003c/strong\u003e For tax allowance purposes.\u003c/li\u003e\n\u003cli data-list-item-id=\"e6864107aaf06c7cfe6c8e25113e93b3f\"\u003e\n\u003cstrong\u003eIncome Tax Exempt:\u003c/strong\u003e Whether the employee qualifies for special tax exemptions (Yes/No).\u003c/li\u003e\n\u003cli data-list-item-id=\"e3af1299fba2e440f89f87129e7edd2eb\"\u003e\n\u003cstrong\u003eTax Deduction Code (if applicable):\u003c/strong\u003e Enter the tax code if claiming a deduction.\u003c/li\u003e\n\u003cli data-list-item-id=\"e88b06527cb4d328d21754adf3c0418c2\"\u003e\n\u003cstrong\u003eGender: \u003c/strong\u003eYour gender identity.\u003c/li\u003e\n\u003cli data-list-item-id=\"e1626bf35fd143d48a9fac0e593c951e9\"\u003e\n\u003cstrong\u003eMarital Status:\u003c/strong\u003e Relationship status – Single (Bekar), Married (Evli), Divorced (Boşanmış), Widowed (Dul).\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"efa7df6493e4d4bc681cd34630e2133c8\"\u003e\n\u003cstrong\u003eBank Code: \u003c/strong\u003e3-digit code identifying your bank (e.g., İş Bankası, Garanti, Ziraat).\u003c/li\u003e\n\u003cli data-list-item-id=\"ea56c53800b02a0633c3c8c9c0f0c9336\"\u003e\n\u003cstrong\u003eBank Branch Code:\u003c/strong\u003e 5-digit branch identifier, assigned by your bank.\u003c/li\u003e\n\u003cli data-list-item-id=\"ea71ffec9aaf49d0fd169097635e0eb84\"\u003e\n\u003cstrong\u003eBank Account Number: \u003c/strong\u003eYour local bank account number.\u003c/li\u003e\n\u003cli data-list-item-id=\"eab182fb082377f2ae81c556871fb66d6\"\u003e\n\u003cstrong\u003eIBAN: \u003c/strong\u003eInternational Bank Account Number for salary deposits.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e Turkey’s onboarding collects personal, tax exemption, and family information, alongside detailed bank identifiers, to ensure compliance with payroll, tax, and benefit systems.\u003c/p\u003e\u003ch2 id=\"h_01JXJKWVAMXQANG5YD13FX728J\"\u003e🇬🇧 The United Kingdom\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003ePersonal Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e8ed8a607d7a37bfade4599bc7a11c7bf\"\u003e\n\u003cstrong\u003eNINO (National Insurance Number)\u003c/strong\u003e: Unique ID for social security and tax.\u003c/li\u003e\n\u003cli data-list-item-id=\"e822a02b4b988a299f2efd8a9d03ee789\"\u003e\n\u003cstrong\u003eConfirm NINO\u003c/strong\u003e: For verification.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eTax Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"eac29e9628f6eedb78eead0082a4652e9\"\u003e\n\u003cstrong\u003eP45 Form\u003c/strong\u003e: Issued by your previous employer, detailing your tax history.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eBank Info:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e126934e85ed246fdbbc248cc22b1cd82\"\u003e\n\u003cstrong\u003eSort Code / Account Number\u003c/strong\u003e: Used for salary payments.\u003c/li\u003e\n\u003cli data-list-item-id=\"e07bd17772e1d7d6d48b77d2d85585bd4\"\u003e\n\u003cstrong\u003eIBAN (optional)\u003c/strong\u003e: For international transactions.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eSummary:\u003c/strong\u003e UK onboarding validates tax contributions and banking details, ensuring smooth payroll integration.\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e\u003cp\u003e \u003c/p\u003e","user_segment_ids":[],"snippet":"exactly what’s needed and why, so you can move through \u003cem\u003eonboarding\u003c/em\u003e with confidence. 🇦🇺 Australia Personal Info: Title","result_type":"article"},{"id":50323465617051,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/50323465617051.json","html_url":"https://help.justworks.com/hc/en-us/articles/50323465617051-Justworks-PEO-Time-Tracking-Onboarding-Walk-Through-Admin","author_id":30861880145435,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936407966875,"created_at":"2026-05-13T15:35:01Z","updated_at":"2026-05-13T15:39:27Z","name":"Justworks PEO: Time Tracking Onboarding Walk-Through (Admin)","title":"Justworks PEO: Time Tracking Onboarding Walk-Through (Admin)","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-05-13T15:39:27Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01HY5XE02912T2D547ANF5CKJM"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/50323449467419\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow these instructions to ensure your Time Tracking settings match your team’s needs! You should complete these steps before the beginning of your first pay period on Justworks.\u003c/p\u003e\u003ch2 id=\"h_01KRGZFCMAQBF6MPHJ597211V3\"\u003eEnable Time Tracking\u003c/h2\u003e\u003cp\u003eBefore getting started, you’ll need to enable the Time Tracking integration. Log in to your Justworks account, and then follow \u003ca href=\"https://hours.justworks.com/connect/justworks/provision?sign_out=1\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ethis link\u003c/a\u003e to access the timecards page. Click on “Justworks Time Tracking” to enable the Time Tracking integration and link your account.\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e38e7dd53a80e01de1c1009315c29a6a3\"\u003e\n\u003cstrong\u003eSubscribe:\u003c/strong\u003e Once on the Time Tracking page, click “Start Your Free Trial” to begin.\u003cul\u003e\u003cli data-list-item-id=\"e559485b6f7d735772b5449f22189289a\"\u003e\n\u003cstrong\u003eBest practice:\u003c/strong\u003e Subscribe to Time Tracking by navigating to A\u003cem\u003eccount → Billing → Subscribe\u003c/em\u003e. This will end your trial period, and ensure your access will not be disrupted. You won’t be billed until after your team members get paid!\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ecc31e22c6b262c1ab24e820e5def6cbf\"\u003eClick “Set up your account.”\u003c/li\u003e\n\u003cli data-list-item-id=\"e61e5687040e23233000b82b2d64439fa\"\u003e\n\u003cstrong\u003eSet up your preferences:\u003c/strong\u003e Click on the person icon on the top right of your screen and select Preferences.\u003cul\u003e\u003cli data-list-item-id=\"eaea0bb150e13a10b20da9ff1b7b6df74\"\u003eMost settings have two options: ON or OFF. Follow the guide below to customize your settings.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 594/248; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/50323465610267\" width=\"594\" height=\"248\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01KRGZFCMFZGN2FB2E2DY3DTT6\"\u003eCustomizing Your Preferences\u003c/h2\u003e\u003cp\u003e\u003cem\u003eCustomize your account settings to your preferences. These settings are universal; if applied, they will be applied to all members in your account.\u003c/em\u003e\u003c/p\u003e\u003ch3 id=\"h_01KRGZFCMGYVDMTF92K97P04C1\"\u003eTime Tracking\u003c/h3\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ea5d57e1eccccaeda8f1c9825d41dc411\"\u003e\n\u003cstrong\u003eManual Shifts: \u003c/strong\u003eAllow employees to add shifts without clocking in and out. The “M” icon designates shifts that have been added manually.\u003c/li\u003e\n\u003cli data-list-item-id=\"eb6f50a74159ef7a5247fb6723312c180\"\u003e\n\u003cstrong\u003eWeb Dashboard:\u003c/strong\u003e Allow employees to track time from a computer or Slack. (Geofencing will not apply to these shifts)\u003c/li\u003e\n\u003cli data-list-item-id=\"e4568a6b24e18e6cac33dbfcd88c75713\"\u003e\n\u003cstrong\u003eOpen Shifts:\u003c/strong\u003e Allow employees to check in to more than one shift at a time. (Less Common)\u003c/li\u003e\n\u003cli data-list-item-id=\"e7290a69b493cdfdc8e6b9fd5e9e5627d\"\u003e\n\u003cstrong\u003eTimed Check Out:\u003c/strong\u003e Justworks Time Tracking will automatically clock out employees who have not clocked out manually after [x] hours. The red clock icon designates shifts that have been auto-clocked out because of duration.\u003c/li\u003e\n\u003cli data-list-item-id=\"ee896862ce5d3b59bfeb8de18c578615a\"\u003e\n\u003cstrong\u003eAuto Approve Shifts:\u003c/strong\u003e Justworks Time Tracking will automatically approve all shifts upon submission.\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01KRGZFCMJ8MAQPDYGAJH82KTK\"\u003eBreak Rules\u003c/h3\u003e\u003cul\u003e\u003cli data-list-item-id=\"e49da1abfdbad7eca41faeb0a032fe4c3\"\u003eAdd any break rules you would like to set up on this page. \u003cul\u003e\u003cli class=\"ck-list-marker-italic\" data-list-item-id=\"e798c09d106423d5c7b80bff47f05b1e8\"\u003e\u003cem\u003eExamples: Lunch Paid, Lunch Unpaid, Rest Break \u003c/em\u003e\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\u003c/ul\u003e\u003ch3 id=\"h_01KRGZFCMK3MX6JN597HH89KS4\"\u003eMobile\u003c/h3\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e4e523b1eb64f19ebffcce574a17b6c85\"\u003e\n\u003cstrong\u003eSet Geofence: \u003c/strong\u003eThis allows you to set how close employees must be to the work location to clock in and clock out of their shifts. \u003c/li\u003e\n\u003cli data-list-item-id=\"e0acd891b548d305951e82dcfce192b68\"\u003e\n\u003cstrong\u003eRestrict Mobile App:\u003c/strong\u003e Prevent employees from using the mobile app to track time.\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01KRGZFCMMEEVJ7P6TDM8454MT\"\u003eUser Permissions\u003c/h3\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"efce459d2f77e00b76abd496f3fc786c4\"\u003e\n\u003cstrong\u003eAdding Location:\u003c/strong\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ea367e8ce847a814428027e70e61d9ccb\"\u003eChoose whether to allow employees to add new locations to the account.\u003c/li\u003e\n\u003cli data-list-item-id=\"ed8e16297c09c6f914c5c5736b25e6e8e\"\u003eChoose whether to allow locations to be added without an address\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e9c1d775b79eb921221aed10cae362435\"\u003e\n\u003cstrong\u003eEditing Shifts:\u003c/strong\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e8dc50167ff12e37e10a1a0c3e4af95cc\"\u003eAllow employees to edit their shifts before being approved. The flag icon designates shifts that have been edited.\u003c/li\u003e\n\u003cli data-list-item-id=\"e03ec8bcc1b401adeee5923ae8901c80d\"\u003e\n\u003cem\u003eNote:\u003c/em\u003e\u003cstrong\u003e \u003c/strong\u003eManagers will always be allowed to edit their shifts.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e2ea71fc199f17253c6fb42dfda382666\"\u003e\n\u003cstrong\u003ePay Rate Masking:\u003c/strong\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e3523c8202cf5797d534be5ef3d9d787b\"\u003eChoose whether to prevent managers from viewing employee pay rates and adding new employees. \u003cul\u003e\u003cli data-list-item-id=\"ed6da43c044694e7fb3af8f25b411309a\"\u003e\n\u003cem\u003eNote:\u003c/em\u003e employees must be added in Justworks, and will not be added to Time Tracking directly. You can disregard this language.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e28590721703488590043b014616d13dd\"\u003eChoose whether to hide pay rates from employees in the web dashboard and mobile app.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"edcc4a27548e3e732b87d514177684a03\"\u003e\n\u003cstrong\u003eManagers Shift Approval:\u003c/strong\u003e\u003cul\u003e\u003cli data-list-item-id=\"e8c7a0c71c06c12372e09b83dcc483842\"\u003eAllow managers to approve their shifts.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01KRGZFCMR6M6DJCVX6RQACQ43\"\u003eSet Up Offices\u003c/h2\u003e\u003cp\u003e\u003cem\u003eDetermine what the overtime rules and time zone will be for specific employees.\u003c/em\u003e\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ec92ce66dd5502e652ed84804d6ec63c7\"\u003eClick on the person icon on the top right, then navigate to \u003cem\u003e→ Account → Office\u003c/em\u003es. \u003c/li\u003e\n\u003cli data-list-item-id=\"e2e1f84d6ba4b45ffa8c91d5f539f9a92\"\u003eAdd an “office” for every timezone the employees are in, and then assign overtime rules for that office. \u003cul\u003e\u003cli data-list-item-id=\"e77562c10288e979295260126fff18d3f\"\u003e\n\u003cem\u003eNote:\u003c/em\u003e If you’d like to apply California overtime rules, please select “Use California overtime rules” within each applicable office. \u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eIf you have remote employees in different timezones, please create multiple remote offices in your Time Tracking account so you can include appropriate timezones and overtime rules for each. You can assign the correct office to each remote employee under \u003cem\u003eManage → Members\u003c/em\u003e.\u003c/p\u003e\u003ch2 id=\"h_01KRGZFCMTF6NPPJAWBJZTAD1G\"\u003eSet Up Locations\u003c/h2\u003e\u003cp\u003e\u003cem\u003eDetermine what the overtime rules and time zone will be for specific employees.\u003c/em\u003e\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e52cd862b054729b5b7b625dc8226d38f\"\u003eAt the top of your screen, click on \u003cem\u003eManage → Locations\u003c/em\u003e. On this page, you will create the locations where employees clock in and out.\u003col\u003e\u003cli class=\"ck-list-marker-italic\" data-list-item-id=\"ec66c13227d7b4ac99ad5fe41f4b43ef1\"\u003e\u003cem\u003eExample - 55 Water Street, Tampa, FL - Remote. \u003c/em\u003e\u003c/li\u003e\u003c/ol\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ea1caf96c676165e21bc078b2de18a180\"\u003eNext, navigate to \u003cem\u003eManage → Members.\u003c/em\u003e \u003c/li\u003e\n\u003cli data-list-item-id=\"ecb35173d553c34295ecb9223a00984f3\"\u003eConfirm the correct offices for your employees. Now, employees will see their clock-ins and clock-outs in the correct time zone and will automatically receive the correct overtime rules.\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eAs a best practice and deactivate any employee or manager not using Justworks Time Tracking.\u003c/p\u003e\u003ch2 id=\"h_01KRGZFCMW2D1E2S9KC9D2B5GM\"\u003eAssign Employees their 4-digit PIN\u003c/h2\u003e\u003cp\u003e\u003cem\u003e\u003cstrong\u003eNote: \u003c/strong\u003eThis step is only necessary if you are using \u003cstrong\u003eTerminal mode\u003c/strong\u003e. Employees will use these 4-digit PINs to clock in and out at the designated terminal device.\u003c/em\u003e\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e920426b0fa1d2017e230b2beebb0ef6e\"\u003eNavigate to \u003cem\u003eManage → Members\u003c/em\u003e. Click into an employee's profile and go to the “Account” tab. \u003c/li\u003e\n\u003cli data-list-item-id=\"e85beaace9d66bc18f8bdada773655ee9\"\u003eHere, you will assign a 4-digit PIN and hit save. \u003c/li\u003e\n\u003cli data-list-item-id=\"e7d3538d742e04ec80c4bd44200406b43\"\u003eRepeat these steps for all employees clocking in and out via terminal mode.\u003c/li\u003e\n\u003c/ol\u003e\u003ch3 id=\"h_01KRGZFCMXQM3DSH5YGKSKYCS3\"\u003eAdditional Terminal Mode Resources:\u003c/h3\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e147bd3dbc85d7cad2a7839e0aac21d91\"\u003e\u003ca href=\"https://justworks.zoom.us/rec/share/eGsAcVmgnD_rfazuQTa22PYEMhiEctj_mkQzYVy1h0MaiE2fOdADwI8j6N7CO-bh.C0RI0i3A23JRVpWD\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eHow to Activate Terminal Mode\u003c/a\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"ec6c893dbfb92395e61d3d695e9d438ac\"\u003e\u003ca href=\"https://justworks.zoom.us/rec/share/s1e82B3q900rf5uEsJLDKw-owMo_FsPFopOtUCgijpQYu3bfLnUFOKchaJgk_xnS.wVCEy_8px0ODwO4P\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eHow to Use Terminal Mode\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01KRGZFCMY9TXZXMVZMHBHY0CA\"\u003eBilling and Data Sync\u003c/h2\u003e\u003ch3 id=\"h_01KRGZFCMZPSS8HME1Q5V1WTWT\"\u003eEmployee Data Updates\u003c/h3\u003e\u003cp\u003eA file feed from Justworks Payroll to Justworks Time Tracking syncs every 24 hours with any updates you make to your team. You can manually refresh the file feed on your Payroll Timecards page.\u003c/p\u003e\u003ch3 id=\"h_01KRGZFCMZKZ0E4NMNKPASJ375\"\u003eTime Tracking Billing\u003c/h3\u003e\u003cp\u003eYou only pay for active employees (those who were paid that month and all managers/admins). All employees automatically appear in Time Tracking. A “Pending” status is used to identify those who haven't set up their accounts.\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"This article is about Justworks PEO. What product am I using? Follow these instructions to ensure your Time Tracking settings","result_type":"article"},{"id":26762650764187,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/26762650764187.json","html_url":"https://help.justworks.com/hc/en-us/articles/26762650764187-Justworks-Payroll-Time-Tracking-Onboarding-Walk-Through-Admin","author_id":1266897933110,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936434052763,"created_at":"2024-06-20T20:05:57Z","updated_at":"2026-05-05T20:19:08Z","name":"Justworks Payroll: Time Tracking Onboarding Walk-Through (Admin)","title":"Justworks Payroll: Time Tracking Onboarding Walk-Through (Admin)","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-05-05T20:19:08Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XE02912T2D547ANF5CKJM"],"label_names":["timetracking"],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/32180303957403\" alt=\"Employer - Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks Payroll. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e17d81ec793b0db6e04e23f242d544435\"\u003eLog into \u003ca href=\"http://payroll.justworks.com/login\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eJustworks Payroll.\u003c/a\u003e (http://payroll.justworks.com/login) \u003cbr\u003e\u003cimg src=\"https://lh7-us.googleusercontent.com/docsz/AD_4nXf7guWN7UD1rLRy0mO7zQkV5xkDw-JmX01LBIzm_g1vaWMMUas1Tdztqk8hZ2t7KkkudkyVs-s_rrwWV8jEZdED70w7_qHfbKZH_GkBS77o8K1e5YIkHnd7SOwF-gpnmp8Q-ll868cjypJ1_1Hn9C6cDsWK?key=0N1yVXfXzO4eZTYcu_NrDw\" width=\"644\" height=\"381\"\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli data-list-item-id=\"e02cb67a77cf4068ba3e6055a99708eb0\"\u003eClick on the \u003cstrong\u003eTimecards\u003c/strong\u003e tab on the left hand side.\u003cbr\u003e \u003c/li\u003e\n\u003cli data-list-item-id=\"effc4cb80c7afc5b1b724ace23c39aaba\"\u003eClick on \u003cstrong\u003eAdvanced Time Tracking\u003c/strong\u003e on the top right corner.\u003cbr\u003e\u003cimg src=\"https://lh7-us.googleusercontent.com/docsz/AD_4nXfB-TsAhMqA1jyhzgDdfF3Lf7_43NbfQa8rcP5be4_BxVDzDFdS24R8WMkX1b6AvDwRfLCLGFBzzTm5lGR18VAz-M9ya2Kj9E_KnvItlNbnJcBfWjc36wEXvQtB85Yvto6_viPHYL_8deeoweQWWLH_7yw?key=0N1yVXfXzO4eZTYcu_NrDw\" width=\"202\" height=\"58\"\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli data-list-item-id=\"e2e7e86ae2cc47877ee45ecbd4ea7dfa2\"\u003eAfter clicking Advanced Time Tracking, you will come to the Justworks Time Tracking overview page. On this page, you will click the black \u003cstrong\u003e“Enable Time Tracking”\u003c/strong\u003e button. \u003cbr\u003e\u003cimg src=\"https://lh7-us.googleusercontent.com/docsz/AD_4nXftJBiS-NNq7uubzC-tGwuLPdaldPIB_S23Ps8ym49nc1boOX2WNsEYAb9L0kKTqXvDW_M1H-bqD6umuTYCHN9QslD0jhkHcMC4duo8sf7PEZ8zYiNd7cQGFhAiW_1Xi5cWY5i3mcl5C4npQT13nFYmvT6-?key=0N1yVXfXzO4eZTYcu_NrDw\" width=\"633\" height=\"442\"\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eff8c714d34536d376c9f565d9e90d277\"\u003eOnce you have confirmed that you would like to enable Time Tracking, you will see a load screen confirming that your Time Tracking account is being enabled.\u003cbr\u003e \u003c/li\u003e\n\u003cli data-list-item-id=\"ee70d8040d568d53232bb333b93be6686\"\u003eOnce the Time Tracking account is enabled, you will be re-routed to the Time Tracking website. The first prompt you will see is the “Welcome to Justworks Time Tracking”. You can click \u003cstrong\u003e“Got it, thanks!”\u003c/strong\u003e once you’ve reviewed the Terms of Service. \u003cbr\u003e \u003c/li\u003e\n\u003cli data-list-item-id=\"e04186ad7ac52073e89ad94a069de72b3\"\u003eOnce the Terms of Service has been confirmed, you will start on the \u003cstrong\u003e“Get Started”\u003c/strong\u003e page. On this page, you will walk through the following:\u003cbr\u003e\u003cbr\u003e\u003cimg src=\"https://lh7-us.googleusercontent.com/docsz/AD_4nXcg2E451t7u-XMMWeOTS8c32wCulqWGh61H-_JFEzrDDMkMN_N6uk3B7A_FBl5Zpu6pIPP39vFNWpmi8yCFB2PziJfaXnxVgj0BshrRboNoIPfDxtozzWJr5JtXoDhpRA89F8zFd7ORT-CaXFKiDz5pOfNh?key=0N1yVXfXzO4eZTYcu_NrDw\" width=\"609\" height=\"103\"\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"effc85a7799cc7c18ecf896a3ca0311eb\"\u003e\n\u003cstrong\u003eReviewal of the Offices\u003c/strong\u003e\u003cul\u003e\u003cli data-list-item-id=\"e40d4d2cfa92209975ee88a45c40c425c\"\u003eThis information feeds over into Justworks Time Tracking from Payroll. If changes need to be made to the offices, you can click on the “Payroll” hyperlink.  \u003cbr\u003e\u003cbr\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/37762881161115\" alt=\"Component 1 (2).png\"\u003e\n\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eb97ed875f975416867b8cd9c039c782b\"\u003e\n\u003cstrong\u003eSetup of preferences in Justworks Time Tracking\u003c/strong\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e3ec8ff772f3d7ac8b2086669fa5275ea\"\u003eClick on the “Get Started” button under Preferences to complete the following setup:\u003col\u003e\n\u003cli data-list-item-id=\"e6a7b3b81a79086d83f038df94da60967\"\u003eTime Tracking\u003c/li\u003e\n\u003cli data-list-item-id=\"ec138d6396b4f02599f530efb34bfc269\"\u003eBreak Rules\u003c/li\u003e\n\u003cli data-list-item-id=\"efd5ceeb1def1441cce5d2e4589582623\"\u003eMobile\u003c/li\u003e\n\u003cli data-list-item-id=\"e4c06ccec3d3e0f5d04c4f0cd77e7fc9a\"\u003eUser Permissions \u003cul\u003e\u003cli data-list-item-id=\"e403e2d20fbc5a44160ae7734e140ff19\"\u003e\n\u003cimg src=\"https://lh7-us.googleusercontent.com/docsz/AD_4nXd7iWN0jQN7PwYFh4TlnQ_Io6JAzmBKHR4hX47L1KX_dDIN2y_rOqlu8-5cKoOLUBNkjli4XYS556g0-eO3xwz2tWQDVR97YIMnO_UCdRU-QQsVZiYo9SQAnMvgTm3OBpYzikUhlDZXN4Qp3zhGGEtQN6hW?key=0N1yVXfXzO4eZTYcu_NrDw\" width=\"307\" height=\"266\"\u003e\u003cimg src=\"https://lh7-us.googleusercontent.com/docsz/AD_4nXfYOPmFS_M-cDPD25bvqB17xauwn-RWH0cweyUEB1hMiJC6wRL48qLYFsWyvbbwo3bLHB7LIi8Y93SWsjluX6Ycz5Xqh2aTY_uOHSTO-zAyHJY3T5JLaqIF2RLpo9jBLpOXjo2dP8OzXsMcZsSUlUCZEtfC?key=0N1yVXfXzO4eZTYcu_NrDw\" width=\"658\" height=\"141\"\u003e\n\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ef98a8ded21e0a9ae1691548af9e6d146\"\u003eAfter the preferences are set up, you can set up overtime rules by clicking on the little person icon on the top right corner and then clicking on \u003cstrong\u003eAccount \u0026gt; Offices. \u003c/strong\u003e\u003cul\u003e\u003cli data-list-item-id=\"e055eeaa86057561e1d84601f453aea82\"\u003eClick on the office and a small window will pop up. You will be able to set overtime rules on this page. Ex: setup for weekly overtime, daily overtime or California overtime. \u003cul\u003e\u003cli data-list-item-id=\"eaccc3742ff0a7ea42ef07535d624192c\"\u003e\n\u003cstrong\u003ePlease note\u003c/strong\u003e: You will need to make sure the employees are assigned to the correct office in Justworks Payroll as that will determine their overtime. \u003cbr\u003e\u003cbr\u003e\u003cimg src=\"https://lh7-us.googleusercontent.com/docsz/AD_4nXdONTEGDC3x5g_VHTnKHZEbDA8105tetNJlOt27OcbnyIkhmc6Mionfi6nK7eftYxB3blXdfS7bn-xcZTD3c9eSIEwdDPGdhP7Z_uN3PJ0UCHxH182Q-jzTO_3DXETnZW07QPLeZly1EfTthgLkslcwJ7U?key=0N1yVXfXzO4eZTYcu_NrDw\" width=\"686\" height=\"277\"\u003e\n\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e952a3ee21ccc4a644b5f0134caaab9c5\"\u003e\n\u003cstrong\u003eSend welcome emails on the “Get Started” page\u003c/strong\u003e\u003cul\u003e\u003cli data-list-item-id=\"e8c298f544d453fe87143bbd129499db8\"\u003eOnce all preferences and overtime rules are configured, you can send a welcome email to your employees so they can get started with tracking their time!\u003cbr\u003e\u003cbr\u003e\u003cimg src=\"https://lh7-us.googleusercontent.com/docsz/AD_4nXc2CH2g7mPSwlBf06VQ8VjuG53X1YNIT6S_cbauXTZAg6GSO0VxTFjgy-YXnKSwQzNmsoy8CABN_mFms_kQVFglffUovdD8XWRg7W3GXAH1zwAMsoYf0v77CXWtp0R03t2luZ8OHodJa7MP-zlf59NFVQw?key=0N1yVXfXzO4eZTYcu_NrDw\" width=\"692\" height=\"376\"\u003e\n\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003col start=\"8\"\u003e\n\u003cli data-list-item-id=\"e1708fd437e2b73d7bdaeda49137912a8\"\u003eAfter you have completed the \u003cstrong\u003e“Get Started”\u003c/strong\u003e page, the last step to complete your Justworks Time Tracking onboarding is to add the locations where your employees will be clocking in and out from. To complete this, you will need to go to \u003cstrong\u003eManage\u003c/strong\u003e \u0026gt; \u003cstrong\u003eLocations\u003c/strong\u003e: \u003cbr\u003e\u003cbr\u003e\u003cimg src=\"https://lh7-us.googleusercontent.com/docsz/AD_4nXe3J10VcsryJRNs8-Ze71axxak0WWKZ4yvCMxAPeG3sXAVlr1BZBVRRjguUVsbWg14wzwVewyVJbxU6U0eruuI97w_Lid9b1maDgZxTUF-ar96m-kmBdr3VJRw8i0edhoxMQvE4nzxLEMdo6iWDdFhvlWmd?key=0N1yVXfXzO4eZTYcu_NrDw\" width=\"182\" height=\"142\"\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ed508bc170e6ddab6a6d34e8872a811b5\"\u003eOn this page, you will be able to add as many locations as you’d like. You can do this by clicking on the green “Add Location” button: \u003cbr\u003e\u003cbr\u003e\u003cimg src=\"https://lh7-us.googleusercontent.com/docsz/AD_4nXdsnPYt0vecqytAgdDaesA71DX30zC-3zmmseWb2Ii3yZh0doocK4e7ciq-CvncHW_4aMPsb_TzMmRi4KhUUL9zeXjij5UJ8t4x5YLPPs2g7BkOn7Bt_uaQ_3HpdAOdDioURSJsRRYVi_6Wclc79BDSMqE?key=0N1yVXfXzO4eZTYcu_NrDw\" width=\"278\" height=\"90\"\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e0632ec5be2f554c5f0a60c1fd445afad\"\u003eOnce you’ve clicked on the “Add Location” button, you will see a window appear where you can put the details of the location. Once you’ve filled out the information of the location, you will click “Save”.\u003cbr\u003e\u003cbr\u003e\u003cimg src=\"https://lh7-us.googleusercontent.com/docsz/AD_4nXfsG9i-6N2q23-xfe3CUkhmMGb14WGIzOMheBtNF8sV3CzlnbLKfiiCyO_DkSH_LgLnbiXbw9V-y9W-jVutUDhhe3Vbp7V81MZejHxb_bMtGBwE4UVehoBJ-tHANuGuJDjqVcIFsw1QSc3IvyLcuk3vIRnV?key=0N1yVXfXzO4eZTYcu_NrDw\" width=\"484\" height=\"517\"\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e79332fa09048afdc9376192acccc3778\"\u003eAt this point, you have fully set up your Justworks Time Tracking account. Your employees can now start tracking their shifts! \u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"the last step to complete your Justworks Time Tracking \u003cem\u003eonboarding\u003c/em\u003e is to add the locations where your employees will be clocking","result_type":"article"},{"id":360004480292,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/360004480292.json","html_url":"https://help.justworks.com/hc/en-us/articles/360004480292-Setting-Up-PTO-Paid-Time-Off","author_id":363713680512,"comments_disabled":true,"draft":false,"promoted":false,"position":4,"vote_sum":32,"vote_count":70,"section_id":39221967383451,"created_at":"2018-06-04T22:03:53Z","updated_at":"2026-08-28T14:57:11Z","name":"Setting Up PTO (Paid Time Off)","title":"Setting Up PTO (Paid Time Off)","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-08-28T14:57:11Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01K0VZPYV7ZN9P21A2WBJCBJDM","01KJDVX05VQGSECBKSDP0S2599"],"label_names":["PTO"],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/36458727151515\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cdiv style=\"padding: 56.25% 0 0 0; position: relative;\"\u003e\u003ciframe src=\"https://player.vimeo.com/video/1083515265?badge=0\u0026amp;autopause=0\u0026amp;player_id=0\u0026amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"Set Up PTO Policies and Update Balances in Justworks\"\u003e\u003c/iframe\u003e\u003c/div\u003e\u003cscript src=\"https://player.vimeo.com/api/player.js\"\u003e\u003c/script\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eVisit our \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/p/video-library\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eVideo Library \u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003efor more tutorials\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eWant a guided virtual experience on how to setup a new PTO policy? Click \u003ca href=\"https://meet.heykulu.ai/join/workflow-mrav7a6s?access_code=6149f89f-8cd9-4e69-b2e2-8fea2fb861b7\u0026amp;utm_source=help_center_share\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e to launch a called with our interactive agent.\u003c/p\u003e\u003ch3 id=\"h_01KZRZ9HVSBZ08B9Q53CF88CXA\"\u003eStep by Step instructions\u003c/h3\u003e\u003cp\u003eGetting set up for PTO with Justworks is easy. From \u003cstrong\u003eHome\u003c/strong\u003e, select \u003cstrong\u003eTime Off\u003c/strong\u003e from the main navigation.\u003c/p\u003e\u003cp\u003eFor state-specific PTO guidelines, visit the \u003ca href=\"https://help.justworks.com/hc/en-us/sections/360003044192-Employer-s-Compliance-Starter-Guides\" target=\"_blank\" rel=\"noopener noreferrer\" data-stringify-link=\"https://help.justworks.com/hc/en-us/sections/360003044192-Employer-s-Compliance-Starter-Guides\" data-sk=\"tooltip_parent\"\u003estate resources\u003c/a\u003e section in our Help Center.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/53292655275419\" width=\"2988\" height=\"1366\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003ch2 id=\"h_01HT6342Z452E29G4A6KJ82XEF\"\u003eSelect holidays\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eNext, select the days that your company recognizes as holidays. \u003c/span\u003eSelect the \u003cstrong\u003eHolidays\u003c/strong\u003e tab in the top navigation bar and select \u003cstrong\u003eAdd\u003c/strong\u003e \u003cstrong\u003eHolidays\u003c/strong\u003e.\u003cspan style=\"font-weight: 400;\"\u003e Justworks will automatically designate these same days as holidays each year. Our software knows that while Thanksgiving is on Thursday, November 26 in 2026, it will be on Thursday, November 25 in 2027. You can also add custom holidays to your \u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004525811-Personal-days-and-floating-holidays\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eholiday schedule\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"font-weight: 400;\"\u003e!\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003e\u003cstrong\u003ePlease Note:\u003c/strong\u003e Non-salaried employees will not receive automatic pay for holidays. In order to ensure that these employees are paid for holidays, you will need to enter the number of paid hours into employees' timecards as Paid Time Off.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/24325538754843\" width=\"458\" height=\"566\"\u003e\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HT6342Z45JXZ0K2S1QPQZ50F\"\u003eSetting up a new policy\u003c/h2\u003e\u003cp\u003eStart by selecting into the \u003cstrong\u003eTime Off\u003c/strong\u003e tab in the left-hand side menu of your Justworks Payroll account. Then, click the \u003cstrong\u003ePolicies\u003c/strong\u003e tab, followed by the \u003cstrong\u003e+ Add policy\u003c/strong\u003e button. \u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1726/794; width: 90%;\" src=\"https://help.justworks.com/hc/article_attachments/50138462205723\" alt=\"Screenshot showing the + Add policy button on the Policies page. \" width=\"1726\" height=\"794\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eScreenshot showing the + Add policy button on the Policies page. \u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01K5YJPBFFVN25RZZZMYEPYJ84\"\u003eBasic Policy Details\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003eOn the setup page you’ll be able to enter these key policy details:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"e5773460ce7ac8e5f2f247fbfeeae36d3\"\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003ePolicy name:\u003c/strong\u003e How the policy will appear in employees’ accounts.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"e0c0a5e9917548b40e227d28d19810667\"\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003ePolicy start date:\u003c/strong\u003e This can be the start of the current year — you will be able to provide your team with a report of their current PTO balances to ensure they’re starting with the correct amounts of time off.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"e0fe884bdef1e819527183749bb7c38f4\"\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003ePolicy end date:\u003c/strong\u003e This field can be left blank if you’d like the policy to be ongoing.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"e799e5db41d7514b72b529943e938696a\"\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003ePolicy type:\u003c/strong\u003e Determines whether the policy is designated for vacation days, sick leave, or other.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" data-list-item-id=\"ef32ce553c1112753ec356c682a6ae7e7\"\u003e\n\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003eTimecard sync: \u003c/strong\u003e\u003c/span\u003eChoose whether to sync employees' timecards with this PTO policy. Syncing will only occur when timecards are enabled, either now or in the future.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1641/2945; width: 83.43%;\" src=\"https://help.justworks.com/hc/article_attachments/50138462209435\" alt=\"screencapture-pr-6153-nonprod-vibe-neon-justworks-company-1de28d38-0225-11f1-8a2a-82f632cde146-co-time-off-create-policy-2026-02-04-19_55_09.png\" width=\"1641\" height=\"2945\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eScreenshot showing the setup page where admins will need to enter the policy details.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01K5YJP6EE2BWDYAGHNHW2ZG91\"\u003ePolicy Structure\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003eOn the next page, you’ll get to determine the policy structure. This will include selecting the policy’s annual cycle and balance structure as well as optional policy add-ons.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003eSpecifically, you’ll be able to choose from these options:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"e53726517543e539bd5425d51c981b59f\"\u003e\n\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003ePolicy cycle\u003c/strong\u003e\u003c/span\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"edf9aeaaab20a86457de194a053ec7535\"\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003eEmployee’s work anniversary:\u003c/strong\u003e Policy will restart on an individual employee’s work anniversary.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"ebf532fbc26cc66df6149f953b45d8ce5\"\u003e\n\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003eAnnual cycle:\u003c/strong\u003e Policy will restart based on the date you select, with the cycle repeating annually. \u003c/span\u003e\u003cul\u003e\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"e78f4b20adc920299f3aa204abdf71ade\"\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003eReset date: You can choose the first day of any month in the year to be the start/reset date for your policy. \u003c/span\u003e\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"e4b598a82b108be661bba9bad762765e0\"\u003e\n\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003eBalance structure\u003c/strong\u003e\u003c/span\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"e900541469dd7104c5bbc7317a7fd5736\"\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003eGranted upfront:\u003c/strong\u003e Employees receive their full PTO balance on the start date of their policy to use as they see fit throughout the year. With this structure, you can prorate the granted PTO for employees who join the policy after its start date. \u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"e4095c049f8f4d6d6ac41c6275cd2ccda\"\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003eAccrual over time:\u003c/strong\u003e Employees accrue PTO either annually or at a set rate as determined by the accrual method\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"e968a3f6884b061c56af44c132176a581\"\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003eUnlimited/flexible: \u003c/strong\u003eEmployees have no set PTO balance and can submit time off requests whenever they would like. Admins will be able to approve or deny these requests at their discretion.\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1384/1494; width: 83.69%;\" src=\"https://help.justworks.com/hc/article_attachments/50138462211227\" width=\"1384\" height=\"1494\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eScreenshot showing cycle and balance structure sections, with calendar year and granted up front selected. \u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003eWe recommend discussing applicable regulatory constraints with your legal advisor prior to creating PTO policies in Justworks, as certain states impose restrictions on how employers may limit carryover of accrued time off, among other restrictions.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003eIf you select the accrual setting, you will need to select the accrual method and set up the details of the accrual basis:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\u003cli class=\"wysiwyg-list-color wysiwyg-list-bold\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"e84a566e70db781fa0efcb1b8e0eb87ca\"\u003e\n\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003eAccrual method:\u003c/strong\u003e\u003c/span\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"efc15d12116a977b118ca529ac21df8b9\"\u003e\n\u003cstrong\u003eTotal amount for the cycle\u003c/strong\u003e: Enter the number of days the employee will accrue over the year. You can prorate PTO for employees who join the policy after its start date. \u003c/li\u003e\n\u003cli data-list-item-id=\"e4d29a7e97dc701ebf099fb5db08a6cfc\"\u003e\n\u003cstrong\u003eAccrual rate\u003c/strong\u003e: Enter the hours required for an employee to receive 1 hour of PTO. With this method, you can decide whether or not\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e employees will accrue PTO on overtime hours. \u003c/span\u003e\n\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"e7050dec2f1aaa3fab489ff8d36319522\"\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003eNegative balance:\u003c/strong\u003e Allowing a negative balance lets employees submit time off requests for more hours than they currently have in their PTO balance. If their request is approved, they will have a negative PTO balance until they accrue enough to be back on the positive side.\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1360/1050; width: 86.71%;\" src=\"https://help.justworks.com/hc/article_attachments/50138462212507\" width=\"1360\" height=\"1050\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eScreenshot showing accrual rate as the accrual method and the option for allowing overtime accrual.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01KGNV91TPEYRJFPQXBY4810CF\"\u003ePolicy Add-Ons\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003eIf you select “Granted up front” or “Accrue over time” as the balance structure for the policy, you can set policy add-ons:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e930e152f4ee6bef51b19c4cc1b61d8c9\"\u003e\n\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003eCarryover:\u003c/strong\u003e Notes whether employees with a positive PTO balance at the end of the policy year will be able to carry over any of that PTO into the next year, and if so, how much. \u003c/span\u003eIf selected, you’ll have to set a carryover limit: \"limit carryover amount\" requires you to enter the number of days whereas \"unlimited carryover amount\" does not.\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"eb337ff4ea9d49d558c82d6e002a25b91\"\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003eBalance cap:\u003c/strong\u003e Sets a limit to how much PTO employees can receive each year — this would be the total yearly policy balance.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #2f3941;\" data-list-item-id=\"e9e60bfe828ca945f9860f9fc8391205d\"\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cstrong\u003eNegative balance:\u003c/strong\u003e Allowing a negative balance lets employees submit time off requests for more hours than they currently have in their PTO balance. If their request is approved, they will have a negative PTO balance until they accrue enough to be back on the positive side.\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003eIf you select the days per year - granted upfront setting, you will have the option to g\u003c/span\u003eive more time off to your employees based on their length of service at your organization. You can do this by adding tenure levels.\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1400/1430; width: 88.17%;\" src=\"https://help.justworks.com/hc/article_attachments/50138432208923\" width=\"1400\" height=\"1430\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eScreenshot showing where admins can set up policy add-ons.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eFor a policy on the calendar year annual PTO cycle, tenure increases will occur on January 1, after your employee’s 1st work anniversary. For example, an employee with a start date in February 2025, will receive their first tenure increase on January 1, 2027.  For a policy on the employee work anniversary annual PTO cycle, tenure increases will occur on the employee’s work anniversary.\u003c/p\u003e\u003ch3 id=\"h_01K5YJNZ64DHQAG9BNMTF5NPBQ\"\u003eAssigning Employees\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eAfter the PTO policy has been created, you can select which employees need to be assigned to the specific policy. To help break this down, you can choose to group employees by employee type, department, or office location. For example, you can create different PTO policies for full-time and part-time employees or give your employees in New York a different PTO policy than your employees in California.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/50138432210587\" width=\"1098\" height=\"708\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eScreenshot showing where admins assign employees to a policy.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003eYou will also have the opportunity to manually adjust starting balances for assigned employees if desired.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/50138462221595\" width=\"1708\" height=\"1076\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eScreenshot showing where admins can adjust assigned employees' starting balances.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eOnce you've finished setting up your PTO policy, you can learn more about how to manage it\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004529331?utm_source=desk\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"font-weight: 400;\"\u003e here.\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"font-weight: 400;\"\u003e You can also direct your employees to \u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004530731?utm_source=desk\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"font-weight: 400;\"\u003ethis article\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"font-weight: 400;\"\u003e so they can request time off.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HT6342Z526AFB44YC5R6T06H\"\u003eEditing policies\u003c/h2\u003e\u003cp\u003eFor each active PTO policy, you can edit, manage employees, and deactivate the policy via the dropdown in the upper right-hand corner of the policy. \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/50138462223387\" width=\"1574\" height=\"556\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eScreenshot showing the dropdown menu on an active PTO policy. \u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eIf you need to add employees to an existing PTO policy, click on the dropdown menu for that policy, select “Manage employees,” and follow the workflow in the “Assign Employees” section.\u003c/p\u003e\u003cp\u003e\"Edit policy\" allows you to update PTO accrual and policy settings with guardrails in place to help protect employees’ historical balances. Upon clicking the button, you will go through a flow similar to the \"Create new policy\" flow. \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/50138432215707\" width=\"1992\" height=\"1208\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eScreenshot depicting the beginning of the Edit policy flow. \u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eYou can update:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e8770132cb8f9b9b91882beac9e81cd62\"\u003ePolicy name and type\u003c/li\u003e\n\u003cli data-list-item-id=\"ebd70dd1c2fe094d55f1ca223a000d7cc\"\u003eTimecard sync settings\u003c/li\u003e\n\u003cli data-list-item-id=\"e739be69f8f82fd01c7be0e2c6d8d40e2\"\u003eTotal PTO amounts (increase or decrease)\u003c/li\u003e\n\u003cli data-list-item-id=\"e9bea1ac355fe248fbc5b2356c58d0bb3\"\u003ePolicy add-ons, such as balance cap, tenure, and carryover\u003c/li\u003e\n\u003c/ul\u003e\u003cp data-start=\"496\" data-end=\"567\"\u003eIf an edit would reduce an employee’s PTO balance, you’ll see an alert in the product so you can review it before applying the change. \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/50138432219163\" width=\"1572\" height=\"1528\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eScreenshot showing a \"Balance reduced\" notification due to edits to the PTO policy. \u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp data-start=\"496\" data-end=\"567\"\u003eTo preserve historical accuracy, the following fields can’t be changed:\u003c/p\u003e\u003cul data-start=\"568\" data-end=\"669\"\u003e\n\u003cli data-section-id=\"l2rhng\" data-start=\"568\" data-end=\"589\" data-list-item-id=\"ecb2ed1328fe504b850fac2f2b861cf25\"\u003ePolicy start date\u003c/li\u003e\n\u003cli data-section-id=\"1v2uzo8\" data-start=\"590\" data-end=\"669\" data-list-item-id=\"e0dff979f106f1b25d6a587114511138c\"\u003ePolicy structure (for example, switching from unlimited to granted upfront)\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eIf you do want to change a policy structure, \u003cspan style=\"font-weight: 400;\"\u003ewe recommend disabling a current policy and creating a new one in its place. When making a new PTO policy, make sure to record all of your employees’ current balances beforehand with the PTO Balance report. Go to the Analytics \u0026gt; Time Off Balance Report and download it so that you have your employees’ balances to input as each employee’s ‘starting balance’ in your new PTO policy.\u003c/span\u003e\u003cimg src=\"http://help.justworks.com/customer/portal/attachments/696442\" alt=\"\"\u003e\u003c/p\u003e\u003cp data-start=\"823\" data-end=\"1309\"\u003eWhen making edits to a policy, you can also control when those changes take effect. For calendar year policies, edits can either apply to the current cycle (retroactive to the start of that cycle, not the start of the policy) or take effect at the start of the next cycle on January 1. For anniversary-based policies, edits always apply to the start of the current policy cycle, not the start of the policy. Edits can’t be applied to prior cycles, which helps ensure past balances remain unchanged.\u003c/p\u003e\u003ch2 id=\"h_01KR4P8KPQ4YN81K2KF5E5H8PE\"\u003eDeactivating policies\u003c/h2\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003eDeactivating policies is easy. First, navigate to Time-off \u0026gt; Policies. From here, you should see all of your active policies. Click on the dropdown menu for the intended policy and select “Deactivate.” \u003c/p\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003eOnce you select “Deactivate,” \u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003ea message with important information about this change will appear. Choose a deactivation date and click “Deactivate policy” when you’re ready.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/50138432222491\" width=\"2440\" height=\"1000\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eScreenshot showing the Deactivate policy flow. \u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"This article is about Justworks PEO. What product am I using? Visit our Video Library for more tutorials Want a guided virtual","result_type":"article"},{"id":360004480412,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/360004480412.json","html_url":"https://help.justworks.com/hc/en-us/articles/360004480412-Using-the-Exempt-Non-Exempt-Wizard","author_id":363713680512,"comments_disabled":true,"draft":false,"promoted":false,"position":3,"vote_sum":7,"vote_count":17,"section_id":39221967383451,"created_at":"2018-06-04T22:09:33Z","updated_at":"2026-02-27T15:00:01Z","name":"Using the Exempt/Non-Exempt Wizard","title":"Using the Exempt/Non-Exempt Wizard","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-02-27T15:00:01Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01K0VZMCZMWJTAV5D33M11F03R","01KJDVX05VQGSECBKSDP0S2599"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/36459124331163\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cdiv style=\"padding: 56.25% 0 0 0; position: relative;\"\u003e\u003ciframe src=\"https://player.vimeo.com/video/1085091020?badge=0\u0026amp;autopause=0\u0026amp;player_id=0\u0026amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"3.A. Exempt vs Non-Exempt Employees: Learn the Difference\"\u003e\u003c/iframe\u003e\u003c/div\u003e\u003cscript src=\"https://player.vimeo.com/api/player.js\"\u003e\u003c/script\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eVisit our \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/p/video-library\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eVideo Library \u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003efor more tutorials\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01JFWVP94XZ74K5GASEB9E23KG\"\u003eEmployer Obligations\u003c/h2\u003e\u003cp\u003eThe Fair Labor Standards Act (FLSA) is the federal wage and hour law which regulates minimum wage, overtime, equal pay, recordkeeping, and child labor. The FLSA generally requires employers to pay employees at least the minimum wage, and overtime if employees work more than 40 hours in a week. The FLSA does, however, exempt certain kinds of employees from the minimum wage and overtime requirements. These are known as “exempt employees”.\u003c/p\u003e\u003cp\u003eNote: Some states and local jurisdictions have their own wage and hour laws, which may provide greater protection for employees than what is provided under the FLSA. Generally, where federal, state, and local laws conflict, the law that is most beneficial to the employee prevails.\u003c/p\u003e\u003cp\u003eRead more about your obligations under the FLSA and state law \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004521811-Overtime-Rules-and-Exemptions-Under-the-FLSA\" target=\"_self\" rel=\"undefined\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eWe’re making it easier for you to keep track of, and pay, your non-exempt employees with a new tool that will help your company stay on the right side of the law.\u003c/p\u003e\u003ch3 id=\"h_01JFWVP94XYZWSVNV4GNZ29BZV\"\u003eRecord Employee Exemption Status using the Wizard\u003c/h3\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e128bc1606a7577d0272429f2039bf759\"\u003eHave a list of all your employees’ classifications ready to go (You'll need to have already classified your employees outside of Justworks at the time of hire). For guidance on how to classify your employees, check out our blog post, \u003ca href=\"https://justworks.com/blog/understand-differences-exempt-non-exempt-employees\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eYour Guide to Exempt vs Non-Exempt Employees under the FLSA\u003c/a\u003e, or speak to your legal team.\u003c/li\u003e\n\u003cli data-list-item-id=\"e9fded13fd5ce582c738a742bed75be57\"\u003eGo to the Exempt/Non-Exempt Wizard in Justworks by clicking ‘Bulk updates’ under the ‘HR’ header on the left-hand navigation bar \u0026gt; ‘Make edits or update.’ You’ll see a red circle next to ‘Bulk updates’ if there are employees without an exemption status recorded.\u003c/li\u003e\n\u003cli data-list-item-id=\"ef3c0123148213ffe2c42238728a13adc\"\u003e\n\u003cp\u003eOn this page, you can read more information about what it means to be exempt, what you need to do in Justworks, and how exemption status impacts time tracking and pay frequencies for employees.\u003c/p\u003e\n\u003cp\u003ePlease note: As much as we would like to assist, \u003cstrong\u003eJustworks cannot help you decide how to classify your employees.\u003c/strong\u003e\u003c/p\u003e\n\u003cp class=\"wysiwyg-text-align-left\"\u003eOnce you have determined your employees' exemption statuses, we can help with correctly paying them regular and overtime wages. When you have your employees' exemption statuses on-hand, click \"I’m ready to record status.\"\u003cbr\u003e                                \u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 379/251; width: 94.79%;\" src=\"https://help.justworks.com/hc/article_attachments/11306143177115\" alt=\"Screen_Shot_2022-12-15_at_12.46.36_PM.png\" width=\"379\" height=\"251\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ef75fa1826077c2b578cc3a568b65a953\"\u003eRecord the status of each employee by selecting “Exempt” or “Non-Exempt” and click “Continue.”\u003c/li\u003e\n\u003cli data-list-item-id=\"e8039c5eb762bb053b24d89fd742739c5\"\u003eAfter you’ve recorded the status for each employee, you’ll need to choose when these changes will take effect. Since some of your employees may now be on different or new pay frequencies, we’ll ask you when you’d like to switch your salaried employees to a biweekly pay frequency, and recommend communicating these changes to them ahead of time. For communication tips, \u003ca href=\"https://justworks.com/blog/5-tips-communicating-wage-hour-policies-employees\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ethis blog post\u003c/a\u003e might help.                            \u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 414/388; width: 98.69%;\" src=\"https://help.justworks.com/hc/article_attachments/11306261246107\" alt=\"Screen_Shot_2022-12-15_at_12.50.20_PM.png\" width=\"414\" height=\"388\"\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"http://help.justworks.com/customer/portal/attachments/789610\" alt=\"\"\u003eKeep in mind that even if you will not have to change the pay frequency for any of your employees, you will still be asked for an effective date. This will ensure that, moving forward, any new employees' pay schedules will depend on their exemption status.\u003c/p\u003e\u003cp\u003eAdditionally, you will not be able to make other changes, such as raises, to compensation during the period between when you go through the Exempt/Non-Exempt Wizard and the effective date you've selected. Once the effective date comes, however, you will be able to make any changes to your team members' compensation.\u003c/p\u003e\u003cp\u003eEmployees who track time (all employees paid hourly, and non-exempt salaried employees) are paid on a biweekly pay cycle. Exempt salaried employees are not required to track time and are paid on a semimonthly pay cycle by default. If you have employees on both pay cycles, you can opt to moving all employees to a biweekly pay cycle. If you do move your exempt employees to the biweekly pay frequency, they will be paid every other Friday for the two weeks prior, the same way your non-exempt employees are.\u003c/p\u003e\u003cp\u003eNow that you’ve recorded statuses for all of your employees, you’ll be able to download a report with the status summary and pay frequency for each employee (you can also find this information in the company census).\u003c/p\u003e\u003ch2 id=\"h_01JFWVP94XH0CFJTQ4QJR66GEW\"\u003eHow do I update statuses in the future?\u003c/h2\u003e\u003cp\u003eIf you need to make any changes to your employees’ exemption status (either now or in the future), you’ll be able to find this tool by navigating to Employees under “Manage”. After you've gone through the Wizard once, you'll be able to make changes to individual employees' statuses.\u003c/p\u003e\u003cdiv id=\"rate_article_container\"\u003e\u003cdiv id=\"rate_article\"\u003e\u003cp\u003e \u003c/p\u003e\u003c/div\u003e\u003c/div\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"This article is about Justworks PEO. What product am I using? Visit our Video Library for more tutorials Employer Obligations","result_type":"article"},{"id":360022371572,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/360022371572.json","html_url":"https://help.justworks.com/hc/en-us/articles/360022371572-Harassment-Prevention-and-Inclusion-Trainings-in-Justworks-Information-for-Employers","author_id":363713680512,"comments_disabled":true,"draft":false,"promoted":false,"position":5,"vote_sum":5,"vote_count":17,"section_id":39221967383451,"created_at":"2019-01-28T22:14:25Z","updated_at":"2026-08-26T22:52:43Z","name":"Harassment Prevention and Inclusion Trainings in Justworks: Information for Employers","title":"Harassment Prevention and Inclusion Trainings in Justworks: Information for Employers","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-08-26T22:52:43Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01K0VZMCZMWJTAV5D33M11F03R"],"label_names":["EVERFI","everfi","training"],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/33352249878555\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01HE0H2K3ZBNAF98FVYGTVJWYD\"\u003eJustworks X Ethena\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eJustworks has teamed up with Ethena to provide a fully integrated suite of harassment prevention and inclusion trainings available to all Justworks customers at\u003c/span\u003e\u003cstrong\u003e no extra cost\u003c/strong\u003e\u003cspan style=\"font-weight: 400;\"\u003e!\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eAdmins with \u003cstrong\u003eView basic employee information\u003c/strong\u003e permissions can access the training suite by clicking \u003cstrong\u003eCompany Settings\u003c/strong\u003e, then \u003cstrong\u003eTraining\u003c/strong\u003e in the drop-down menu. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eSelecting the \u003cstrong\u003eTraining\u003c/strong\u003e tab will take you to the \u003cstrong\u003eTraining course library \u003c/strong\u003ewhere you can see all of the courses in our harassment prevention and inclusion training suite, their assignment schedule, and enrollment.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/51419721312155\" alt=\"Screenshot 2026-05-13 at 3.48.45 PM.png\" width=\"2704\" height=\"1212\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003ch2 id=\"h_01HE0H2K3ZZC23HAXE5PTD6WQF\"\u003eThe Courses \u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eJustworks provides access to four different training courses from Ethena. \u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HE0H2K3ZMG2B9TK4ZTR43KA2\"\u003eHarassment \u0026amp; Discrimination Prevention for Supervisors\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThere are 7 versions of this course. They include:\u003c/span\u003e\u003c/p\u003e\u003col\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"e0855785908c23bdbd8bcde6972da775f\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eCalifornia - compliant with California’s AB 1825, AB 2053, SB 396, SB 1343 and SB 1300\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"ec9cfc84c149ca4ef4286abcd350991f2\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eConnecticut - compliant with Connecticut’s Time’s Up Act\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"eca87632e59a1a1c6f8d1b308097b52d2\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eDelaware - compliant with Delaware’s HB 360\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"e59b7446e28668be1410e5c951ba8f702\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eIllinois - compliant with the Illinois Human Rights Act\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"e68b5bec06be9e720b732a9712f4bab1c\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eMaine - compliant with Maine’s Title 26 M.R.S.A. §807\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"eb146e54439ff7b4315ddc4d677a3ba4d\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eNew York - compliant with New York Labor Law §201-g and New York City’s Stop Sexual Harassment in NYC Act\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"e646effe2a942318c6e1b0353f521ac04\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eAll other US jurisdictions\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cstrong\u003eNOTE\u003c/strong\u003e\u003cspan style=\"font-weight: 400;\"\u003e:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"e93c4a06bbe37f68563edf87afefa4c06\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eThe state-specific supervisor courses are for customers whose supervisory employees work or supervise workers in jurisdictions that have sexual harassment prevention training requirements\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"e757f93a2898c9c87f022671e41b43103\"\u003e\n\u003cspan style=\"font-weight: 400;\"\u003eThe \u003c/span\u003e\u003cem\u003e\u003cspan style=\"font-weight: 400;\"\u003e“All US” \u003c/span\u003e\u003c/em\u003e\u003cspan style=\"font-weight: 400;\"\u003esupervisor course can be assigned by customers who have supervisory employees that work or supervise employees in jurisdictions that \u003c/span\u003e\u003cstrong\u003edo not \u003c/strong\u003e\u003cspan style=\"font-weight: 400;\"\u003ehave sexual harassment prevention training requirements\u003c/span\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01HE0H2K3ZP6JHCPYX6HBHYZAC\"\u003eHarassment \u0026amp; Discrimination Prevention for Non-Supervisors\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThere are 7 versions of this course, too. They include:\u003c/span\u003e\u003c/p\u003e\u003col\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"eb0aa51d97d59889bd2c6cd388525af89\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eCalifornia - compliant with California’s SB 1343 and SB 1300\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"ee660729f3c1d49558b17d844f9ca3d8e\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eConnecticut - compliant with Connecticut’s Time’s Up Act\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"e52740e583f5c299b1e8ed0664cedbace\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eDelaware - compliant with Delaware’s  HB 360\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"e8770146dbfa77a90efe3166aa0368cdd\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eIllinois - compliant with the Illinois Human Rights Act\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"e6c0d932a4429425ec1bb1a251a9efbce\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eMaine - compliant with Maine’s Title 26 M.R.S.A. §807\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"e4ab5a9b7acda73c7af86694e53d0aabf\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eNew York - compliant with New York Labor Law §201-g and New York City’s Stop Sexual Harassment in NYC Act\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"e0b4959b7a194944fd5d0e17e1b1e1c15\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eAll other US jurisdictions\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cstrong\u003eNOTE:  \u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"e8a9003eb8c8f64e8c75027a8869d56b3\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eThe state-specific non-supervisor courses are for customers whose non-supervisory employees work in jurisdictions that have sexual harassment prevention training requirements\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\" data-list-item-id=\"ecdb02f86db0f71126613864d120175dc\"\u003e\n\u003cspan style=\"font-weight: 400;\"\u003eThe \u003c/span\u003e\u003cem\u003e\u003cspan style=\"font-weight: 400;\"\u003e“All US” \u003c/span\u003e\u003c/em\u003e\u003cspan style=\"font-weight: 400;\"\u003enon-supervisor\u003c/span\u003e \u003cspan style=\"font-weight: 400;\"\u003ecourse can be assigned by customers who have non-supervisory employees that work in jurisdictions that \u003c/span\u003e\u003cstrong\u003edo not \u003c/strong\u003e\u003cspan style=\"font-weight: 400;\"\u003ehave sexual harassment prevention training requirements\u003c/span\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01HE0H2K3ZZXPNEQGAANV5CSB1\"\u003eDiversity: Inclusion in the Modern Workplace \u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThis course explores the nature of diversity and provides practical strategies for workplace inclusion. There is only one version of this course, and customers with team members in any jurisdiction can assign this course to their entire team.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HE0H2K3ZAD9BYTX8BQG7QWJK\"\u003eManaging Bias\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThis course will help you educate your teams on bias and how it affects the workplace. There is only one version of this course and customers with team members in any jurisdiction can assign this course to their entire team.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HE0H2K3ZEV0Y2WRB7VCQXRZN\"\u003eWhy is providing training to my employees important?\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eWorkplace harassment can happen anywhere, at any time. The goal of any comprehensive harassment prevention program is to both prevent harassment from occurring in the first place and to stop any past or existing harassment from recurring in the future. Two important first steps towards this goal are to educate employees on how to identify an instance or pattern of harassment and how to report that harassment. Harassment prevention training can serve to educate employees on these two first steps.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eWhile sexual harassment prevention training is required in some states, it is a best practice to provide training to all your employees so that they may feel empowered to combat and report harassment in all its forms. Employees should also be regularly trained in order to demonstrate the organization’s ongoing commitment to harassment prevention and to provide the opportunity to open the dialogue between employee and employer on a regular basis. Many companies choose to follow the best practice by administering this training on an annual basis, which also generally satisfies harassment prevention training recurrence requirements for states where such requirements exist.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eOf course, a regular training cycle should be just one facet of a holistic harassment prevention program. Employers should ensure they also include, among other attributes, meaningful endorsement and enforcement from leadership, an inclusive and compliant anti-harassment policy, a clear harassment reporting and investigative procedure, and an assessment of existing risk factors. The Equal Employment Opportunity Commission (EEOC) has compiled \u003c/span\u003e\u003ca href=\"https://www.eeoc.gov/checklists-and-chart-risk-factors-employers\" target=\"_blank\" rel=\"noopener noreferrer\"\u003echecklists and other information\u003c/a\u003e \u003cspan style=\"font-weight: 400;\"\u003eon various facets of harassment prevention in the workplace.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HE0H2K3ZBB45VXMFJS7PC7GF\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eHow do I set up a training course?\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eTo set up a training course, select \u003cstrong\u003eTraining\u003c/strong\u003e under the \u003cstrong\u003eCompany Settings\u003c/strong\u003e drop-down in the left-hand navigation bar. Then select \u003cstrong\u003eManage\u003c/strong\u003e next to the course you’d like to assign. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eAfter clicking \u003cstrong\u003eManage\u003c/strong\u003e, you’ll be taken to a course overview page to learn about the course and general requirements for mandated training. The course overview page will help you understand what jurisdictional training requirements apply to you and if you need to assign a specific course to your team.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eIt’s important to note that the information provided on the course overview page regarding state/city sexual harassment prevention requirements is not comprehensive, and customers are responsible for ensuring compliance with applicable training laws.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNOTE: \u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli style=\"font-weight: 400;\" data-list-item-id=\"e8a44104a0e4230cf731c7d0664a64fa8\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eTraining courses with a due date in the past can be reassigned to employees and will appear with an “Update Needed” label on the “Training course library” page. \u003c/span\u003e\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/360063653051\" alt=\"2__1_.png\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01HE0H2K3ZQ84NJVXZ1J9HJZ82\"\u003eSetting up training information\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eTo begin, select \u003cstrong\u003eManage \u003c/strong\u003enext to the course you are setting up. Here, you’ll create your training schedule, the period in which you want employees to complete a training. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eFirst, select your assignment date, the day the course will become available to assignees. You can select an assignment date to be any date in the future. Justworks will send an email to all assignees on the assignment date telling them that they have a course to complete. The email will have the name of the course and due date and will allow employees to login to access the training from the email. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eNext, you will need to select the due date. You can select your own due date, and employees will receive reminder emails to complete the assignment 1 week and 4 days before the date you select. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eFinally, select a recurring frequency to automatically reassign and notify employees to take the course year after year. You can choose to have a course recur every 6 months, 1 year, or 2 years. Training your employees on a recurring basis is a best practice and generally satisfies harassment prevention training recurrence requirements for states where such requirements exist.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/54663281980443\" width=\"1104\" height=\"1528\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003ch2 id=\"h_01HE0H2K3ZHRXGXEM0CVE3ZKVR\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eUploading Documents\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eIn order to assign any of the “Harassment \u0026amp; Discrimination Prevention for Supervisors” courses or the “Harassment \u0026amp; Discrimination Prevention for Non-Supervisors” courses, you \u003c/span\u003e\u003cstrong\u003emust\u003c/strong\u003e\u003cspan style=\"font-weight: 400;\"\u003e upload your company’s applicable policy against harassment (including sexual harassment).\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eWe’ve made the document upload mandatory on all harassment and discrimination prevention courses because some sexual harassment prevention laws require employers to provide a copy of their sexual harassment prevention policy to employees and/or require the sexual harassment prevention training to include the employer’s internal complaint process — and regardless of whether this is required, doing so is a best practice.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eYou \u003c/span\u003e\u003cstrong\u003ewill not \u003c/strong\u003e\u003cspan style=\"font-weight: 400;\"\u003ebe able to assign any of the harassment and discrimination prevention courses without uploading a document.  \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eYou will only be able to upload one document per harassment and discrimination prevention (supervisor or non-supervisor) course and uploading your company’s employee handbook, provided it contains your company’s applicable policy against harassment (including sexual harassment), is a satisfactory solution. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNOTE: \u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli style=\"font-weight: 400;\" data-list-item-id=\"e509ec92701be7e9d239aee71b2e9e114\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eYou’re able to update your policy in Justworks at any time. Employees will have access to the most recently uploaded policy on each course. \u003c/span\u003e\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThere is no document upload section in the “Managing Bias” or “Diversity: Inclusion in the Modern Workplace” course overview pages.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eBefore any of your employees take a harassment and discrimination prevention course, they will be instructed to download and read the document. Any document your team member downloads from a course will be uploaded to their Documents section of Justworks under a category called “Training Documents.” At this time, however, there is no documentation that Justworks can provide showing that the employee has reviewed the policy.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eSimilarly, the documents you upload to the harassment and discrimination prevention courses will be located on your “Documents” page under the same category -“Training Documents.” These documents can only be uploaded and removed in the training that they have been attached to and you will not\u003c/span\u003e \u003cspan style=\"font-weight: 400;\"\u003ebe able to create or delete a document from the doc center.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HE0H2K3ZGZTKGSCBYWBX7FG0\"\u003eAssigning training to your team\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eOnce you have uploaded your policy against harassment, if applicable, click “Save Changes” then on the same page, click “Assign course to your team” to begin assigning the course to employees.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNOTE: \u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli style=\"font-weight: 400;\" data-list-item-id=\"ec2a794279aec29d3abadbf9826579cb1\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eIf you already have employees assigned to a training, click “Manage” in the “Assigned to” section to remove or add assignees. \u003c/span\u003e\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eTo help you assign the courses you can:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eGroup the employee list by office, department, or member type to make it easier for you to assign training to team members located in jurisdictions where training requirements apply.\u003c/span\u003e\u003c/li\u003e\n\u003cli style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eUse the “Direct Reports” column to get an understanding of who may be a supervisor vs. non-supervisor\u003c/span\u003e\u003c/li\u003e\n\u003cul\u003e\n\u003cli style=\"font-weight: 400;\"\u003e\n\u003cstrong\u003eNOTE\u003c/strong\u003e\u003cspan style=\"font-weight: 400;\"\u003e: You will need to check applicable law(s) as to how each jurisdiction defines supervisory or managerial employees for training requirement purposes as this may vary by jurisdiction. As a best practice, you may treat anyone who oversees even one employee or non-employee as a supervisor, and assign the training accordingly.\u003c/span\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003cli style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eUse the “Member Type” column to determine who is non-employee (e.g., contractors) as some jurisdictions also require training to be provided to non-employees.\u003c/span\u003e\u003c/li\u003e\n\u003cul\u003e\n\u003cli style=\"font-weight: 400;\"\u003e\n\u003cstrong\u003eNOTE\u003c/strong\u003e\u003cspan style=\"font-weight: 400;\"\u003e: Again, you will need to check applicable law(s) to confirm who you are required to train. See the Customer FAQ document for more guidance.\u003c/span\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003cli style=\"font-weight: 400;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eUse the “Next Assignment Date” column to decide when you’d like the course to be administered to employees.\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/54663281981211\" width=\"1082\" height=\"1574\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eOnce you have selected which employees you’d like the course to be assigned to and selected the assignment date, select \u003cstrong\u003eNext\u003c/strong\u003e, and you’ll be all set!\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HE0H2K3Z0XFJVQG4ZTG05ZEZ\"\u003eEdit recurring training assignment dates and due dates\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eYou have the opportunity to make changes to your training schedule. Here is some guidance on when you can change dates:\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eBefore the training has been assigned:\u003c/strong\u003e\u003cspan style=\"font-weight: 400;\"\u003e You can edit both assignment date and due date up until the assignment date.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eOnce the training has been assigned: \u003c/strong\u003e\u003cspan style=\"font-weight: 400;\"\u003eYou will not be able to edit the assignment date, but you can edit the due date as needed (in case your employees need some extra time!). \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eOnce the due date has passed: \u003c/strong\u003e\u003cspan style=\"font-weight: 400;\"\u003eThe training window has passed. You will not be able to edit the past training period, but you can edit the assignment date and due date for the next training period. If you need to make changes to a due date to give your employees extra time, make sure to do so \u003c/span\u003e\u003cem\u003e\u003cspan style=\"font-weight: 400;\"\u003ebefore\u003c/span\u003e\u003c/em\u003e\u003cspan style=\"font-weight: 400;\"\u003e the due date has passed.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eWhen making an edit to the training schedule, a pop-up will appear with details about the change and how it will impact any assigned employees.\u003c/span\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/24325679775387\" width=\"539\" height=\"254\"\u003e\u003c/span\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eFrom the Enrollment section, you can view previous years by using the drop down menu to select a year. \u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/24325664643739\" width=\"729\" height=\"269\"\u003e\u003c/p\u003e\u003cp\u003eThis section also allows you to delete a training assignment for employees by clicking the trash icon under the “Action” column.\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003e \u003c/span\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/24325679789339\" width=\"668\" height=\"209\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cspan style=\"font-weight: 400;\"\u003e \u003c/span\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/24325664655259\" width=\"658\" height=\"299\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01HE0H2K3ZGPWRNTRN3K9XGR5X\"\u003eAdd a new person to a recurring training\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThere may be cases where an employee needs to take a training before your next training period like in the case of a new hire or supervisory role change. To add an employee into a recurring training, click \u003cstrong\u003eTraining\u003c/strong\u003e under the \u003cstrong\u003eCompany settings\u003c/strong\u003e and select \u003cstrong\u003eManage\u003c/strong\u003e next to the course you need to add the employee into. Once in the course, select \u003cstrong\u003eNext\u003c/strong\u003e to get to the Assign section, and check the box next to the employee who should be added to the training course.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/54663281981467\" width=\"1700\" height=\"1054\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eFor new assignees, Justworks defaults training to be assigned and completed within the same length of time your training schedule is set to (i.e. the number of days between your regular training schedule’s assignment date and due date). Once they take their first instance of the training, they will be added to your company's regular training period and assigned the training again. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eYou also have the option to let the team member skip a training starting the day you add them to a recurring schedule and have them take the training with your next training period. \u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HE0H2K3ZCX2VFE9FV86SZYHP\"\u003eTracking employee progress\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eTo track your team’s progress, you can utilize the \u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/360026132032-Training-Status-Report\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eTraining Status Report\u003c/a\u003e\u003cspan style=\"font-weight: 400;\"\u003e. This report can be accessed by selecting the \u003cstrong\u003eView status report\u003c/strong\u003e from the Training page, or through the \u003cstrong\u003eAnalytics\u003c/strong\u003e section of your Justworks account. \u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/54663237303067\" width=\"1594\" height=\"1412\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003ch2 id=\"h_01HE0H2K3Z4CMM6SPJQEV537CH\"\u003eYour team member’s experience \u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eWhen you assign a course to your team, employees will receive an email from Justworks telling them that they have a course to complete. The email will have the name of the course and due date and will enable employees to navigate to the course. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eIn the event that an employee starts a course and exits halfway, or prefers to complete the course(s) in full at another time, they can find it in Justworks by navigating to the “Training” tab which lives under their You section of Justworks.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HE0H2K409CMXXKQ832TVN9HN\"\u003eReviewing employee training course library\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eWhen a team member selects \u003cstrong\u003eTraining\u003c/strong\u003e they will be taken to their Training course library.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eEmployees will be able to see the titles of the courses assigned to them, the duration of the course/s, due dates (if applicable), their completion status (Not Started, In Progress and Complete) and they’ll be able to take the course by selecting \u003cstrong\u003eTake course\u003c/strong\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eFor past year’s training courses, employees will be able to see their course history but once a new course has been assigned, they will no longer be able to engage with a past course. \u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HE0H2K40P9TQKHPZABXCEZN5\"\u003eTaking a course\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eEmployees taking any of the harassment and discrimination prevention courses will be instructed to download and read your company’s policy against harassment (containing the company’s complaint procedure) before the training launches.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/54663281981979\" width=\"2936\" height=\"1516\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eEmployees can access your company’s policy against harassment and their signed course completion acknowledgment under “You” \u0026gt; “Documents” under the “Training documents” category. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eWhen an employee clicks “Continue To Course,” they'll have the option to view the course in English or Spanish. Once they select which language, the course will begin straight away!\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01M104C1HJERQBSNYNRYB85HFQ\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eTroubleshooting Course Issues\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eIf an employee needs technical support or has any questions related to the content, they can select \u003cstrong\u003eHelp\u003c/strong\u003e from the menu on the training course to access Ethena's Online Support Center for technical questions. \u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/54663281982107\" width=\"2938\" height=\"1514\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eIf an employee does use the in-course \u003cstrong\u003eHelp\u003c/strong\u003e options, please note they will be talking to Ethena's support center directly and not Justworks. If they need to get in touch with Justworks, \u003c/span\u003e\u003ca href=\"https://justworks.com/features/support?utm_source=Pardot\u0026amp;utm_medium=email\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ewe’re here 24/7\u003c/a\u003e\u003cspan style=\"font-weight: 400;\"\u003e to help!\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HE0H2K40Z91TA820QQ9TMJC0\"\u003eCompleting a course\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThe courses are interactive and require the employee’s full attention to complete. If an employee starts a course and then begins to open a new window, minimizes the screen or moves off of the course in any way, the courses will automatically be paused.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eIf an employee does decide to leave a course, their progress will be saved so when they come back to complete the training, they’ll be able to pick up where they left off!\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HE0H2K407CVS57Z2SJ4KX25P\"\u003eCompletion Acknowledgement\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eTo complete any of the harassment and discrimination prevention courses, employees will be required to electronically sign an acknowledgment of completion. This will pop up automatically when the course is finished. Only when a team member electronically signs the acknowledgment of completion will their completion status move from In Progress to Complete. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThe acknowledgment of completion will not pop up if a team member completes the \u003c/span\u003e\u003cem\u003e\u003cspan style=\"font-weight: 400;\"\u003eManaging Bias \u003c/span\u003e\u003c/em\u003e\u003cspan style=\"font-weight: 400;\"\u003eor \u003c/span\u003e\u003cem\u003e\u003cspan style=\"font-weight: 400;\"\u003eDiversity: Inclusion in the Modern Workplace \u003c/span\u003e\u003c/em\u003e\u003cspan style=\"font-weight: 400;\"\u003ecourses.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01K2JF7AGJRMAHA13C2AVZVHC4\"\u003eTablets/Mobile Support\u003c/h3\u003e\u003cp\u003eFor the best experience, we recommend completing training courses on a desktop computer. However, Ethena supports tablets and other mobile devices, so employees can complete their training on the go if needed.\u003c/p\u003e\u003ch2 id=\"h_01HE0H2K40PBRAX4WBGZ93GJ4Y\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eHave more questions?\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eCheck out this \u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/360022396952\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eFAQ page\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"font-weight: 400;\"\u003e with answers to common customer questions! \u003c/span\u003e \u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"This article is about Justworks PEO. What product am I using? Justworks X Ethena Justworks has teamed up with Ethena to provide","result_type":"article"},{"id":360051429771,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/360051429771.json","html_url":"https://help.justworks.com/hc/en-us/articles/360051429771-IRS-Form-8973","author_id":364679458292,"comments_disabled":true,"draft":false,"promoted":false,"position":1,"vote_sum":0,"vote_count":12,"section_id":39221967383451,"created_at":"2020-10-22T12:32:48Z","updated_at":"2026-07-27T21:02:26Z","name":"IRS Form 8973","title":"IRS Form 8973","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-27T21:02:26Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01K0VZK8ZG60YY17QZ1NWQX585","01K0VZMCZMWJTAV5D33M11F03R"],"label_names":["cpeo"],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/32180375104795\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01HVGZ8YCHG7HHJY6W513B3P1Z\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eWhat is IRS Form 8973?\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eCertified Professional Employment Organizations (CPEOs) are required to file IRS Form 8973 to notify the IRS that a service contract between a CPEO and a customer has started or ended. It also identifies the forms that a CPEO will file on its customers’ behalf to report wages or compensation that are processed through the CPEO.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HVGZ8YCHK1CJJKYTMNWZ27KV\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eWhat are the benefits of the CPEO status?\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eJustworks first obtained CPEO certification from the IRS in 2017. One of the primary benefits of Justworks’ CPEO status is that Justworks has sole statutory liability for federal payroll taxes on wages that are processed on our platform, as opposed to being jointly liable with the customer. To benefit from Justworks’ CPEO status and avoid joint liability for federal payroll taxes, you will need to sign IRS Form 8973.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HVGZ8YCH6SCGHCPFTC38EE13\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eWhy do I need to complete Form 8973? \u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eTo benefit from Justworks’ CPEO status and avoid joint liability for federal payroll taxes, you will need to sign Form 8973.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01JJ5HA7H7V8BEZ9395VYRZSM9\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eHow do I complete Form 8973?\u003c/span\u003e\u003c/h2\u003e\u003cp\u003eOn or after your company’s start date, you will receive a notification banner in your Justworks Home workspace to complete Form 8973 within 10 business days.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image wysiwyg-image-resized\" style=\"width: 91.8%;\"\u003e\u003cimg style=\"aspect-ratio: 1838/1112;\" src=\"https://help.justworks.com/hc/article_attachments/51419752380443\" alt=\"Screenshot 2026-06-03 at 3.57.53 PM.png\" width=\"1838\" height=\"1112\"\u003e\u003c/figure\u003e\u003cp\u003eAfter clicking the arrow, you will be redirected to your company \u003cstrong\u003eDocument Center\u003c/strong\u003e where Form 8973 will be visible in the \u003cstrong\u003eTo Do\u003c/strong\u003e section.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image wysiwyg-image-resized\" style=\"width: 91.8%;\"\u003e\u003cimg style=\"aspect-ratio: 2838/1196;\" src=\"https://help.justworks.com/hc/article_attachments/51419707330587\" alt=\"Screenshot 2026-06-03 at 3.57.07 PM.png\" width=\"2838\" height=\"1196\"\u003e\u003c/figure\u003e\u003cp\u003eSelecting \u003cstrong\u003eSign\u003c/strong\u003e will begin a flow to review the legal information used to autopopulate the form including: EIN, Legal Name, Trade Name (dba) and Business Address.\u003c/p\u003e\u003cp\u003eIf all information is correct, you will be able to complete and E-sign the form. While under review, Form 8973 will show as \u003cstrong\u003ePending Review\u003c/strong\u003e in the Document Center. This generally takes one business day, and Justworks will reach out if any additional information is needed.\u003c/p\u003e\u003cp\u003eOnce the Form 8973 is accepted, a counter-signed Form 8973 will be available in your Document Center.\u003c/p\u003e\u003ch2 id=\"h_01HVGZ8YCJDPYQH4JN9RK82VC0\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eWhy would my form not be accepted by Justworks or the IRS?\u003c/span\u003e\u003c/h2\u003e\u003cp\u003eWhile the IRS may reject Form 8973 for various reasons, the most common one is that the legal entity name and/or FEIN do not match what the IRS has on file. In the event that Justworks receives such notice, our team will contact you directly to help resolve the matter.\u003c/p\u003e\u003ch2 id=\"h_01JJPPCSCE6AD394T4DSPNCYTA\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eMy company already onboarded with Justworks; why am I being asked to complete this form now?\u003c/span\u003e\u003c/h2\u003e\u003cp\u003eJustworks has operated an IRS-certified PEO since 2017 and currently maintains multiple PEO entities. When Justworks creates a new PEO entity, there may be some lag time before the new entity becomes fully recognized as a CPEO by the IRS.  In that case, we will not request Form 8973 until the entity has been certified.\u003c/p\u003e\u003cp\u003eJustworks is eager to get all entities certified as soon as possible. In the meantime, we’re committed to providing the same HR support and award-winning customer service you expect of Justworks, regardless of the PEO entity.\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"directly to help resolve the matter. My company already \u003cem\u003eonboarded\u003c/em\u003e with Justworks; why am I being asked to complete this form","result_type":"article"},{"id":34947136774043,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/34947136774043.json","html_url":"https://help.justworks.com/hc/en-us/articles/34947136774043-Advisor-Dashboard-Troubleshooting","author_id":20007729707035,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":34443021168027,"created_at":"2025-03-14T15:05:39Z","updated_at":"2026-01-07T15:21:09Z","name":"Advisor Dashboard: Troubleshooting","title":"Advisor Dashboard: Troubleshooting","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-01-07T15:21:09Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/35037684440475\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eIf you’re running into issues accessing Advisor Dashboard or viewing your clients, this guide covers the most common troubleshooting steps. \u003c/p\u003e\u003cp\u003eFrom login problems and invite errors to missing clients and permission conflicts, you’ll find quick solutions to get your account working smoothly. Start with the scenario that best matches what you’re experiencing.\u003c/p\u003e\u003ch2 id=\"h_01KAYERRJ7B3VJ1NQAEHFVA6TK\"\u003e\u003cstrong\u003eResetting Your Password\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eIf you’re unable to log in, try using the \u003cstrong\u003eReset Password\u003c/strong\u003e link on the Advisor Dashboard login page.\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e6be640c623440ca93a8b130032344225\"\u003eA password reset email will be sent to the \u003cstrong\u003ehome email address\u003c/strong\u003e associated with your account.\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"e923943118423f3abbbdb9058ff8e8ee3\"\u003e\u003cspan style=\"background-color: #ffffff; color: #1f1f1f;\"\u003eIf you're trying to recover your username and don't receive an email with the information you need, feel free to reach out to our Support team for assistance.\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01KAYDCGZ1X9VGWZAKKSXTGDQA\"\u003e\u003cstrong\u003eCan’t See a Client in Your Dashboard?\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eIf a client isn’t showing up in your Advisor Dashboard, it’s often due to how or when the invite was accepted. \u003c/p\u003e\u003cp\u003eTry the steps below based on your situation:\u003c/p\u003e\u003ch3 id=\"h_01KAYDCGZ128PA929PS13AREJ3\"\u003e\n\u003cstrong\u003eYou created your Advisor Dashboard account\u003c/strong\u003e\u003cem\u003e\u003cstrong\u003e after\u003c/strong\u003e\u003c/em\u003e\u003cstrong\u003e receiving an invitation\u003c/strong\u003e\n\u003c/h3\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e0ce0eaf6bf8a1edbeae3215e31377603\"\u003eLog in to your Advisor Dashboard account.\u003c/li\u003e\n\u003cli data-list-item-id=\"e67e6a658c444040928b512151022843a\"\u003eGo back to the invite email.\u003c/li\u003e\n\u003cli data-list-item-id=\"ecf6c910f96cb040d0f02a1214fd6252a\"\u003eClick the invite link again.\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cstrong\u003eNote\u003c/strong\u003e: The invite link only works once your account is active. If you were invited first, it may not register until you’ve created your account.\u003c/p\u003e\u003ch3 id=\"h_01KAYDCGZ3FA2P3EB12M62BVKW\"\u003e\u003cstrong\u003eAccepted Invite, but Client Missing from Dashboard\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eMake sure to:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e28e9b89341378fc6fe09cbca72502a0f\"\u003eLog in to Advisor Dashboard.\u003c/li\u003e\n\u003cli data-list-item-id=\"e8cd3eeca408b3f5c428d3d5cebb0d49c\"\u003eThen click the invite link in your email.\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cstrong\u003eNote:\u003c/strong\u003e Invitation links expire after 7 days. If your link has expired, please ask your client to resend the invite.\u003c/p\u003e\u003ch3 id=\"h_01KAYDCGZ58M6QGV6T1SXR96YK\"\u003e\u003cstrong\u003eStill not working?\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eIf you’ve tried the above and the client still isn’t appearing:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ef02497d0d6aafb2ee24d4439fe38db4a\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eConfirm the invite is still active\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"edee9978b63657f7900ed49a62b22bd42\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eCheck if the client is listed under the Enrolling or Terminated tabs instead of the main dashboard. These statuses don’t count toward your visible client total on the homepage.\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"ea9c6d2cb774187dbb0c55af8a8ff590b\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eIf needed, your client’s admin can approve a manual connection — and our support team can help complete it.\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01KAYDCGZ6SD7NVP02QNH7WTZD\"\u003e\u003cstrong\u003eYou Invited a New Client, but Don’t See Them\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eIf you used the \u003cstrong\u003eAdd New Client\u003c/strong\u003e button, the company will appear under \u003cstrong\u003eClients \u0026gt; Payroll \u0026gt; Enrolling\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003eThis means they’re still in the onboarding process. Once the client is fully onboarded, they’ll move to your main client list. These pending clients \u003cstrong\u003edo not\u003c/strong\u003e count toward your dashboard’s client total yet.\u003c/p\u003e\u003ch2 id=\"h_01KAYDCGZ8PKG4Q7NVRPBZYB3Q\"\u003e\u003cstrong\u003e“Your firm members must share the same email domain” Error\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eAdvisor Dashboard requires that all members of a firm use the same business email domain (e.g., all members use @firmname.com). As part of our security protocol, Justworks requires that firms on Advisor Dashboard are created with private domains. This means, public domains like @gmail.com or @yahoo.com are not supported for firm setup.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eIf you receive this error:\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e- Check that your email matches the rest of your team.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e- If your firm uses a public domain, like Gmail or Yahoo, you can request that your client add you as a Third-Party Administrator (TPA) instead.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01KAYF6YG1NYBHQP4PNH9D9TR9\"\u003e\u003cstrong\u003e“Your firm is already on Advisor Dashboard” Error\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eYou may see this message when trying to create a new firm account: \u003cstrong\u003e“It looks like your firm is already on Advisor Dashboard. Contact your firm administrator to access your firm’s account.”\u003c/strong\u003e\u003c/p\u003e\u003cp\u003eThis means someone from your firm has already set up a firm account using your shared email domain. To join the existing account:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e205b09b66498197ccc21e255c15c2368\"\u003eContact your \u003cstrong\u003efirm admin\u003c/strong\u003e and request an invite to join the firm.\u003c/li\u003e\n\u003cli data-list-item-id=\"ed483e2a6d715f7d4556053cb8d6581ff\"\u003eOnce invited, follow the email instructions to access Advisor Dashboard.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cem\u003eBest practice:\u003c/em\u003e Firm admins should invite their full team early in the onboarding process to avoid access issues later.\u003c/p\u003e\u003ch2 id=\"h_01KAYDCGZDGBGJSMMW65C1M4Z5\"\u003e\u003cstrong\u003eYou’re Stuck in a Login Loop During Sign-Up\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eIf you’re redirected back to the login screen during sign-up, it’s likely that the username you chose is already tied to another Justworks product (like a third-party admin or employee account).\u003c/p\u003e\u003cp\u003eTo resolve this:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ec077e63baf358f81c4c3057b3cbcda28\"\u003eGo to the Advisor Dashboard welcome page.\u003c/li\u003e\n\u003cli data-list-item-id=\"e0ee9e1abf910c042d3d88dd3e1ad9b9e\"\u003eClick \u003cstrong\u003eGet started\u003c/strong\u003e.\u003c/li\u003e\n\u003cli data-list-item-id=\"ee8f04ff99b6f30ef879b974c74ee31c6\"\u003eCreate a \u003cstrong\u003enew, unique username\u003c/strong\u003e that hasn’t been used elsewhere on Justworks.\u003c/li\u003e\n\u003c/ol\u003e\u003ch2 id=\"h_01KAYDCGZG9YQYMD7A4CVCV0GR\"\u003e\u003cstrong\u003eConnected to a Client, But Can’t Access Their Account?\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eEven if a client appears in your dashboard, you may not be able to access specific parts of their account. Here’s what to check:\u003c/p\u003e\u003ch3 id=\"h_01KAYDCGZGM8A5K87ADESG59KG\"\u003e\u003cstrong\u003e1. You may not have the correct permissions\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eYour client admin can adjust your access at any time.\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e4ca325f9341ad961bf5ff4ace7ed6a3b\"\u003e\n\u003cstrong\u003eFor PEO clients\u003c/strong\u003e:\u003cul\u003e\u003cli data-list-item-id=\"e665412b8d213a0ccb85799894c1e6451\"\u003eNavigate to \u003cstrong\u003eManage \u0026gt; Third Party \u0026gt; Edit\u003c/strong\u003e\n\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e93a8cc3a973b5690b0ee38a569d63e00\"\u003e\n\u003cstrong\u003eFor Payroll clients\u003c/strong\u003e:\u003cul\u003e\u003cli data-list-item-id=\"e17aee8100ff4725e25b85d2dfbeaa5ad\"\u003eNavigate to \u003cstrong\u003ePeople \u0026gt; Third Party Admins \u0026gt; Edit\u003c/strong\u003e\n\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01KAYDCGZJMDY18D7HW0112J8X\"\u003e\n\u003cstrong\u003e2. Your firm is connected, but \u003c/strong\u003e\u003cem\u003e\u003cstrong\u003eyou\u003c/strong\u003e\u003c/em\u003e\u003cstrong\u003e aren’t assigned to the client\u003c/strong\u003e\n\u003c/h3\u003e\u003cp\u003eAsk your firm admin to:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e7dcf6afed15b2dab8d59d7ec95704bf5\"\u003eGo to \u003cstrong\u003eFirm \u0026gt; Firm Info\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eef8b3f8e557dca2d1436976550604635\"\u003eClick your name\u003c/li\u003e\n\u003cli data-list-item-id=\"edad9fb4b6d6f8f286230b5d91912d3be\"\u003eCheck your \u003cstrong\u003eAssigned Clients\u003c/strong\u003e list\u003c/li\u003e\n\u003c/ol\u003e\u003ch3 id=\"h_01KAYE618VA8ZWEGDD10ASKZNZ\"\u003e\u003cstrong\u003e“You Don’t Have Access to Do That” Error\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eThis error may appear if you’ve used Justworks in another role (like an employee or vendor) and are logged into a different account. It’s usually a browser-related issue tied to your session or cookies — stored data that can sometimes interfere with how pages load or links work\u003c/p\u003e\u003cp\u003eTo fix this: Log in using an \u003cstrong\u003eIncognito or Private window\u003c/strong\u003e in Chrome or Safari. This resets the session and allows you to log in cleanly.\u003c/p\u003e\u003ch3 id=\"h_01KAYE670ST4R98V115S8HAT6R\"\u003e\u003cstrong\u003eJust Created Your Account But Can’t Access Clients?\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eAfter account creation, you’ll need to set up \u003cstrong\u003eMulti-Factor Authentication (MFA)\u003c/strong\u003e to access client accounts.\u003c/p\u003e\u003cp\u003eIf you were linked to a client \u003cem\u003ebefore\u003c/em\u003e setting up MFA:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e716873593c6fb40bd523665ad7400533\"\u003eLog out of Advisor Dashboard.\u003c/li\u003e\n\u003cli data-list-item-id=\"e6b3f4e8c30d725eaa1ce7964a3baa143\"\u003eLog back in to complete MFA setup.\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eOnce that’s done, you’ll have full access with no additional logins needed.\u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"This means they’re still in the \u003cem\u003eonboarding\u003c/em\u003e process. Once the client is fully \u003cem\u003eonboarded\u003c/em\u003e, they’ll move to your main client","result_type":"article"},{"id":43712595068827,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/43712595068827.json","html_url":"https://help.justworks.com/hc/en-us/articles/43712595068827-Advisor-Dashboard-Referring-Clients","author_id":386881491232,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":34443021168027,"created_at":"2025-11-25T21:03:37Z","updated_at":"2026-01-07T15:21:19Z","name":"Advisor Dashboard: Referring Clients","title":"Advisor Dashboard: Referring Clients","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-01-07T15:21:19Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":[],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/43712595043739\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eIf you’re an accountant using Advisor Dashboard, you can easily refer clients to Justworks — either for \u003cstrong\u003eJustworks Payroll\u003c/strong\u003e or \u003cstrong\u003eJustworks PEO\u003c/strong\u003e. This guide walks you through both referral paths.\u003c/p\u003e\u003ch2 id=\"h_01KAYD50D1DZR178HDAY53W7R1\"\u003e\u003cstrong\u003eGetting Started: Add a New Client\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eTo begin a referral, you can log into your Advisor Dashboard and complete these steps:\u003c/p\u003e\u003col\u003e\u003cli data-list-item-id=\"e4e5cdee33973ef016dd7aebab22e3d01\"\u003eClick \u003cstrong\u003eAdd new client\u003c/strong\u003e at the top right of the homepage.\u003c/li\u003e\u003c/ol\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 624/337; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/43712595046811\" width=\"624\" height=\"337\"\u003e\u003c/p\u003e\u003col start=\"2\"\u003e\n\u003cli data-list-item-id=\"e68c6c01d857717cf508a5bc638620325\"\u003eSelect \u003cstrong\u003e“My client does not have a Justworks account.”\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e8586cea3f9eddccc0eed2be79d36ce7c\"\u003eChoose whether to refer the client to:\u003cul\u003e\n\u003cli data-list-item-id=\"e80b7c57c7b4c95a06e26a4c6790b95ca\"\u003e\n\u003cstrong\u003eJustworks Payroll\u003c/strong\u003e, or\u003c/li\u003e\n\u003cli class=\"ck-list-marker-bold\" data-list-item-id=\"e7eafb847ef6be1c146f8cbaec79d590c\"\u003e\u003cstrong\u003eJustworks PEO\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cstrong\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 624/351; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/43712568778523\" width=\"624\" height=\"351\"\u003e\u003c/strong\u003e\u003c/p\u003e\u003ch3 id=\"h_01KAYD5GAAV383E2W7DJREAJD9\"\u003e\u003cstrong\u003eIf You Select: Justworks Payroll\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eYou'll be directed to a short intake form where you'll enter basic business details about your client:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ed905c212f21b3d9f7477b294f58f8749\"\u003eLegal entity name\u003c/li\u003e\n\u003cli data-list-item-id=\"e3c38548f3a69b20cc9f32186e7b0be1c\"\u003eEIN\u003c/li\u003e\n\u003cli data-list-item-id=\"ed56d13a9e61561a5873155a6df062d33\"\u003eTax classification\u003c/li\u003e\n\u003cli data-list-item-id=\"e5e0a3a9e0b3481a4b727cd259f801207\"\u003eHeadquarters address\u003cbr\u003e \u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 624/644; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/43712595055515\" width=\"624\" height=\"644\"\u003e\u003cbr\u003e\u003cbr\u003e \u003c/p\u003e\u003ch4 id=\"h_01KAYD3R4RPZE9RR0AWGQXEE20\"\u003e\u003cstrong\u003eWhat Happens Next\u003c/strong\u003e\u003c/h4\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e6a3b6a2e928bcd3726f64c4fa03ec8f3\"\u003eA \u003cstrong\u003ePayroll company profile\u003c/strong\u003e is created in Justworks.\u003c/li\u003e\n\u003cli data-list-item-id=\"e4b4959703624278fa50b6a864aea97a4\"\u003eThe client will appear in your dashboard under:\u003cbr\u003e\u003cstrong\u003eClients \u0026gt; Payroll \u0026gt; Enrolling\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cp class=\"wysiwyg-indent0.8333333333333334\"\u003e\u003cem\u003eNote: Enrolling companies do not count toward your firm's total client count shown on your dashboard homepage.\u003c/em\u003e\u003c/p\u003e\u003ch4 id=\"h_01KAYD3R4T958Y2HGBYV8QYKW0\"\u003e\u003cstrong\u003eWhat Your Client Will See\u003c/strong\u003e\u003c/h4\u003e\u003cp\u003eOnce the referral is submitted, your client receives an email to complete onboarding through their Justworks Payroll account.\u003c/p\u003e\u003cp\u003eThey’ll be guided through the remaining steps independently. For more on what that looks like, check out \u003ca href=\"https://help.justworks.com/hc/en-us/articles/25284327736347-Justworks-Payroll-Onboarding-Checklist\"\u003e\u003cspan class=\"wysiwyg-underline\"\u003eJustworks Payroll: Onboarding Checklist\u003c/span\u003e\u003c/a\u003e.\u003c/p\u003e\u003ch4 id=\"h_01KAYD3R4VFYAR1PDQYPWBC4TV\"\u003e\u003cstrong\u003eSet Expectations Early\u003c/strong\u003e\u003c/h4\u003e\u003cp\u003eWhile many accountants assist with onboarding, keep in mind there are \u003cstrong\u003etwo steps that must be completed by a company representative\u003c/strong\u003e (not the accountant):\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e938f84b8ea2d91fc4f3e23fef7f26880\"\u003e\n\u003cstrong\u003eID Verification\u003c/strong\u003e for the company signatory\u003c/li\u003e\n\u003cli data-list-item-id=\"e8ef8c9b407c046bde85a15d00029a069\"\u003e\n\u003cstrong\u003eSigning the Power of Attorney (POA)\u003c/strong\u003e via DocuSign\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eLet your clients know this in advance to avoid delays during setup.\u003c/p\u003e\u003ch3 id=\"h_01KAYD3R4XV621QN98655ZXEEW\"\u003e\u003cstrong\u003eIf You Select: Justworks PEO\u003c/strong\u003e\u003c/h3\u003e\u003cp\u003eWhen you choose to refer a client to \u003cstrong\u003eJustworks PEO\u003c/strong\u003e, you’ll be redirected to the \u003cstrong\u003eJustworks Partner Referral Portal\u003c/strong\u003e.\u003c/p\u003e\u003ch4 id=\"h_01KAYD3R4YT4K65V1M58MT4Z9X\"\u003e\u003cstrong\u003eRequirements to Use the Portal\u003c/strong\u003e\u003c/h4\u003e\u003cp\u003eTo proceed with a PEO referral:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e63f54fe5e5f925fef24477f254665cb4\"\u003eYou must be an \u003cstrong\u003eapproved Justworks Partner\u003c/strong\u003e with access to the portal.\u003c/li\u003e\n\u003cli data-list-item-id=\"e0ff5daa3cc1c138ccc39449af56dd7ef\"\u003e\n\u003cspan style=\"background-color: #ffffff; color: #444746;\"\u003eIf you’re not yet a partner, you can request access directly from the portal landing page. Learn more about how to\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/34506204163483-How-to-Refer-a-Small-Business\"\u003e\u003cspan class=\"wysiwyg-underline\"\u003e refer a small business to Justworks\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"background-color: #ffffff; color: #444746;\"\u003e.\u003c/span\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/43712568789403\" width=\"379\" height=\"514\"\u003e\u003c/p\u003e\u003cp\u003eFor questions about the Partner Portal, you can email \u003cstrong\u003epartner-support@justworks.com\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"Justworks Payroll: \u003cem\u003eOnboarding\u003c/em\u003e Checklist. Set Expectations Early While many accountants assist with \u003cem\u003eonboarding\u003c/em\u003e, keep in mind there","result_type":"article"},{"id":34947030729883,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/34947030729883.json","html_url":"https://help.justworks.com/hc/en-us/articles/34947030729883-Adding-New-Clients-to-Justworks-Advisor-Dashboard","author_id":20007729707035,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":34443021168027,"created_at":"2025-03-14T15:04:08Z","updated_at":"2026-01-07T15:21:09Z","name":"Adding New Clients to Justworks \u0026 Advisor Dashboard","title":"Adding New Clients to Justworks \u0026 Advisor Dashboard","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-01-07T15:21:09Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/35040799795227\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\n\u003ch2 id=\"h_01JPJNKDN4QTEFHW11AJMRHVRW\"\u003e\u003cstrong\u003eHow do I add new clients to Justworks Payroll and my Advisor Dashboard?\u003c/strong\u003e\u003c/h2\u003e\n\u003cp\u003e\u003ca href=\"https://www.justworks.com/payroll\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eJustworks Payroll\u003c/a\u003e is the perfect fit for your clients who are not quite ready for Justworks PEO but need a seamless, turnkey payroll solution. You can easily add/refer a new client to Justworks Payroll from within Advisor Dashboard.\u003c/p\u003e\n\u003cp\u003eTo add/refer a new client to Justworks Payroll:\u003c/p\u003e\n\u003col\u003e\n\u003cli style=\"box-sizing: border-box; margin-bottom: calc(var(--line-height-computed) / 2);\"\u003e\u003cspan style=\"box-sizing: border-box; color: #0e101a;\"\u003eLog into \u003ca href=\"https://advisor.justworks.com/welcome\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eAdvisor Dashboard\u003c/a\u003e\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003eClick “Add new client” from the top right of the Home screen\u003c/li\u003e\n\u003cli\u003eSelect “My client does not have a Justworks account”, and click “Next”\u003c/li\u003e\n\u003cli\u003eChoose Payroll, and click \"Next\"\u003c/li\u003e\n\u003cli\u003eEnter your client’s business information and click \"Create\"\u003c/li\u003e\n\u003cli\u003eThen, go to the Payroll tab in Advisor Dashboard, click on the Enrolling tab, and select the company name you just created\u003c/li\u003e\n\u003cli\u003eThe client's new Justworks Payroll account will open in a new tab, where you can assist in completing most of \u003ca href=\"https://help.justworks.com/hc/en-us/articles/25284327736347-Justworks-Payroll-Onboarding-Checklist\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ethe onboarding process\u003c/a\u003e\n\u003c/li\u003e\n\u003cli\u003eOnce onboarding is complete, your new client will be ready to run the first payroll and will move from the Enrolling tab to the Active tab in the Payroll section\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003ePayroll Onboarding can take 2 to 7 business days, depending on the information available upfront.\u003c/p\u003e\n\u003ch2 id=\"h_01JPJNNV4FWWHS81FT00GQ7KXA\"\u003e\u003cstrong\u003eHow do I add new clients to Justworks PEO and my Advisor Dashboard?\u003c/strong\u003e\u003c/h2\u003e\n\u003cp\u003e\u003ca href=\"https://www.justworks.com/peo\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eJustworks PEO\u003c/a\u003e helps your clients offload payroll, HR, benefits, and compliance tasks, giving them more time to focus on growing their business. You can easily refer a new client to Justworks PEO through the Advisor Dashboard.\u003c/p\u003e\n\u003cp\u003eTo refer a new client to Justworks PEO:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003e\u003cspan style=\"box-sizing: border-box; color: #0e101a;\"\u003eLog into \u003ca href=\"https://advisor.justworks.com/welcome\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eAdvisor Dashboard\u003c/a\u003e\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003eGo to the PEO tab and click Refer client in the top right corner\u003c/li\u003e\n\u003cli\u003eA partner portal login page will open in a new tab—enter your credentials to proceed\u003c/li\u003e\n\u003cli\u003eEnter your client’s information and submit the referral\u003c/li\u003e\n\u003cli\u003eThe partnerships team will reach out to coordinate working with your client\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eOnce the deal closes and the client begins onboarding, the client can \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360015582992-Adding-3rd-Party-Admins-and-Accountants\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eadd you to their account\u003c/a\u003e. During this stage, the client will appear under the Enrolling tab. Once the client goes live on PEO, they will move to the Active tab.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eNote\u003c/strong\u003e: If you don’t have partner credentials or want to connect with the partnerships team, click the chatbot in the lower right corner. You can send an email or call to request a connection with your regional Justworks Partner Manager.\u003c/p\u003e\n\u003cp\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004481811-Justworks-PEO-Company-Enrollment-and-Onboarding-FAQs\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ePEO onboarding\u003c/a\u003e can take 2-3 weeks for expedited enrollment, though the typical timeline, 3-6 weeks, depends on how quickly your client completes their application.\u003c/p\u003e\n\u003cp\u003e \u003c/p\u003e\n\n\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"you can assist in completing most of the \u003cem\u003eonboarding\u003c/em\u003e process Once \u003cem\u003eonboarding\u003c/em\u003e is complete, your new client will be ready","result_type":"article"},{"id":360004529231,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/360004529231.json","html_url":"https://help.justworks.com/hc/en-us/articles/360004529231-Form-I-9-What-You-Need-to-Know-as-an-Employer","author_id":367245362431,"comments_disabled":true,"draft":false,"promoted":false,"position":2,"vote_sum":-4,"vote_count":38,"section_id":39221967383451,"created_at":"2018-06-04T22:00:26Z","updated_at":"2026-07-28T13:31:42Z","name":"Form I-9: What You Need to Know as an Employer","title":"Form I-9: What You Need to Know as an Employer","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-28T13:31:42Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01JXJRS1XTSYWQEGCRXK8WW8CG","01K0VZMCZMWJTAV5D33M11F03R","01KJDVX05VQGSECBKSDP0S2599"],"label_names":["I-9","Form I-9"],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/34140647971355\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cdiv style=\"padding: 56.25% 0 0 0; position: relative;\"\u003e\u003ciframe src=\"https://player.vimeo.com/video/1156546214?badge=0\u0026amp;autopause=0\u0026amp;player_id=0\u0026amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"Complete Form I-9, Examine Documentation, \u0026amp; Use E-Verify to Verify an Employee's Identity\"\u003e\u003c/iframe\u003e\u003c/div\u003e\u003cscript src=\"https://player.vimeo.com/api/player.js\"\u003e\u003c/script\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eVisit our \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/p/video-library\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eVideo Library \u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003efor more tutorials\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01H946HE81738E0XJ3W2J3RPE1\"\u003eWhat is Form I-9?\u003c/h2\u003e\u003cp\u003eForm I-9 is used for verifying the identity and employment authorization of individuals hired for employment in the United States. Form I-9 must be filled out for every employee who works for your company in the United States. The form requires that the employee present documents to you verifying their identity and authorization to work in the U.S. You must sign a statement affirming that the presented documents are genuine to the best of your knowledge.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eAll U.S. employers\u003c/strong\u003e must complete and ensure proper completion of a Form I-9 for every new hire, regardless of whether they are a U.S. citizen.\u003c/p\u003e\u003cp\u003eIf you’re not familiar with or unsure about the process and requirements around completing I-9 Forms for your employees, you should review the \u003ca href=\"https://www.uscis.gov/i-9-central/handbook-employers-m-274\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eUS Citizenship \u0026amp; Immigration Service's (USCIS) Employer Handbook\u003c/a\u003e before proceeding.\u003c/p\u003e\u003ch2 id=\"h_01H946HE81P1A6YK708B3T1QSX\"\u003eWho needs to complete a Form I-9?\u003c/h2\u003e\u003cp\u003eAll new paid employees who are physically working in the U.S. need to complete Form I-9. This includes business owners who receive wages or other remuneration.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003ePlease note:\u003c/strong\u003e If an employee was hired prior to October 31, 2023 and rehired more than three years after that date, you must fill out a new I-9. A new I-9 may also be required for some employers using E-verify. The new edition date of the I-9 form is 08/01/23. You can find the edition date at the bottom of the page on the form. After October 31, 2023, the prior version of Form I-9 will be obsolete and no longer valid for use.\u003c/p\u003e\u003ch2 id=\"h_01H946HE81BEJ24P420ADMBXSJ\"\u003eWhat steps need to happen?\u003c/h2\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ec83887b53d79492ae67858826c091a85\"\u003eYour employee must complete Section 1 of Form I-9 \u003cstrong\u003eat the time of hire and no later than the end of the first day of paid work\u003c/strong\u003e. Justworks collects your employees' Section 1 information during the enrollment process.\u003cul\u003e\u003cli data-list-item-id=\"eb4659b9d34f6dd9d693bd1a6be294fb4\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Employees’ Social Security Numbers (SSNs) will not automatically populate in Section 1. A SSN is not a required field unless the employer is participating in \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360015194831-E-Verify\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eE-Verify\u003c/a\u003e. If an employee wishes to include or must include their SSN, they can enter this on the form.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e42f41ace855c2940d790fc71aa6bd1ac\"\u003eYou must collect, in person from your employee, the supporting documentation they provide according to the Form I-9 instructions. You cannot require any particular Acceptable Document from any List.\u003c/li\u003e\n\u003cli data-list-item-id=\"e91a5c41eb74b72d50a29007304ee8f42\"\u003eYou must verify your employee’s documentation and accept any documents from the List of Acceptable Documents \u003cstrong\u003ewithin three business days of an employee starting work\u003c/strong\u003e. You are verifying the employee’s identity and the employee’s authorization to work in the U.S.\u003cul\u003e\u003cli data-list-item-id=\"e9558cc55d38c1f17e2966dbf71dcfb6e\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eIf the employee’s work will last less than three days, you must complete Section 2 of Form I-9 no later than the first day of work.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eb2ee6bf60a2c8fb38221864dfe185edb\"\u003eUnless you are a qualified employer opting to use the alternative procedure (see below for additional information), you must physically examine each document. Importantly, the employee must be present when you verify their documents.\u003c/li\u003e\n\u003cli data-list-item-id=\"ebaab9d1c9457334b30cd687638ec88dc\"\u003eYou (the same person who verified the employee's documents) must then complete Section 2 and sign the Form I-9.\u003cul\u003e\u003cli data-list-item-id=\"e698d26aad274d389639c2d71cdec0001\"\u003eJustworks account administrators will be prompted to complete Section 2 directly in their Justworks account, once Section 1 has been completed by the employee.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01HAT77MJDD1F0MQ5RYE57Z9BZ\"\u003eExamining Documents Remotely\u003c/h2\u003e\u003cp\u003eDuring the COVID-19 pandemic, the Department of Homeland Security (DHS) announced a \u003ca href=\"https://www.uscis.gov/i-9-central/form-i-9-related-news/dhs-extends-form-i-9-requirement-flexibility-effective-feb-01-2021\" target=\"_blank\" rel=\"noopener noreferrer\"\u003etemporary policy\u003c/a\u003e wherein the department deferred the requirements for employers to review Form I-9 documents in-person with new employees. \u003cstrong\u003eThis policy ended on July 31, 2023.\u003c/strong\u003e \u003c/p\u003e\u003cp\u003eEffective August 1, 2023, however, all supporting documentation must once again be reviewed in person, even for remote employees, \u003cstrong\u003eunless\u003c/strong\u003e an employer is qualified to virtually/remotely examine employees’ documentation pursuant to DHS’ alternative procedure. \u003c/p\u003e\u003cp\u003eTo use the \u003ca href=\"https://www.uscis.gov/i-9-central/form-i-9-related-news/new-form-i-9-now-includes-alternative-procedure-for-e-verify-employers-to-remotely-examine-employee\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ealternative procedure\u003c/a\u003e, employers must be in good standing on E-Verify, examine and retain copies of all documents (front and back, if 2-sided), conduct a live video interaction with the employee, and create an E-Verify case if the employee is a new hire. As a reminder, \u003ca href=\"https://help.justworks.com/hc/en-us/search/click?data=BAh7DjoHaWRsKwjP6pPSUwA6D2FjY291bnRfaWRpA1pcIDoJdHlwZUkiDGFydGljbGUGOgZFVDoIdXJsSSJHaHR0cHM6Ly9oZWxwLmp1c3R3b3Jrcy5jb20vaGMvZW4tdXMvYXJ0aWNsZXMvMzYwMDE1MTk0ODMxLUUtVmVyaWZ5BjsIVDoOc2VhcmNoX2lkSSIpMGU5M2JmNWMtZWFjMS00ODliLWJjN2EtMTcwOTM0NGZiMThiBjsIRjoJcmFua2kGOgtsb2NhbGVJIgplbi11cwY7CFQ6CnF1ZXJ5SSINZS12ZXJpZnkGOwhUOhJyZXN1bHRzX2NvdW50aTg%3D--09dd8e8ff076d7c521aa9fb2ebabf5ca6c878e7a\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eE-Verify\u003c/a\u003e is not required for all private employers, but it is required for employers that choose to use the alternative procedure.\u003c/p\u003e\u003cp\u003eEmployers who do not qualify for the alternative procedure may still designate an authorized representative to fill out Form I-9s on behalf of a company. The authorized representative can be any person that the employer designates who is at least 18 years old and not the employee themself. Employers are ultimately liable for any errors, fraud, or violations made by their designated authorized representatives, including personnel officers, foremen, agents, or notaries public (make sure to check state-specific requirements regarding who can act as an authorized representative). There are also companies and consultancies who will provide this service for a fee if needed. \u003c/p\u003e\u003cp\u003eWhen completing Form I-9, the authorized representative must physically examine each document presented to determine if it reasonably appears genuine and relates to the employee presenting it in person. Reviewing or examining documents virtually is not permissible.\u003c/p\u003e\u003ch2 id=\"h_01H946HE81Y5J4GY8NR2SW3CHF\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eNotaries as Authorized Representatives\u003c/span\u003e\u003c/h2\u003e\u003cp\u003eIf you hire a notary public to serve as the authorized representative, the notary public is acting as an authorized representative of you, not as a notary. The notary public must perform the same required actions as an authorized representative. When acting as an authorized representative, the notary public should not provide a notary seal on Form I-9. \u003c/p\u003e\u003cp\u003eCertain states, like California and Texas, have laws about whether or which notaries may be designated as an authorized representative for Form I-9 purposes, and you should refer to legal counsel to determine how these requirements may apply to your business.\u003c/p\u003e\u003ch2 id=\"h_01HBV0FBVNM6J2CXXDR4HF8XB4\"\u003e\n\u003cspan style=\"font-weight: 400;\"\u003eAccessing I-9 \u003c/span\u003e\u003cspan style=\"font-weight: 400;\"\u003eForms\u003c/span\u003e\n\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eAs an administrator, you have access to the completed forms for all current and former employees through Justworks. Go to \u003cstrong\u003eHR \u0026gt; Documents\u003c/strong\u003e to view all your employees’ completed I-9 Forms. To find an I-9 Form for a particular employee, go to the employee’s profile page and find the form stored under ‘I-9s’. The form can be downloaded as a PDF or printed as needed, though there is no requirement to print this form.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThe I-9 Form will be retained within Justworks for at least the duration of the person's employment. If an employee is no longer employed, Justworks will retain their I-9 form for the required time.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01H946HE82989FXPJM8JMAS3ZA\"\u003eE-Verify\u003c/h2\u003e\u003cp\u003eE-Verify is not federally required for private employers. There are various circumstances and states in which employers are required to use E-Verify. You can read more on E-Verify \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360015194831-E-Verify\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eEmployers who choose to use the alternative procedure for virtual/remote verification of I-9 documents, as described above, must use E-Verify.\u003c/p\u003e\u003cp\u003eIf you are required to or choose to use E-Verify, you will have to set up an account and input employee and documentation information, as entered on Form I-9.\u003c/p\u003e\u003ch2 id=\"h_01H946HE82HD1E10A0RVQ8Y3FZ\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eResources\u003c/span\u003e\u003c/h2\u003e\u003cp\u003eThe USCIS has additional information that can help you understand your obligations as an employer in more detail. \u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e4fefeb504a5e79e62f72867f45426d29\"\u003e\u003ca href=\"https://www.uscis.gov/i-9-central\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eUSCIS | I-9 Central\u003c/a\u003e\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"This article is about Justworks PEO. What product am I using? Visit our Video Library for more tutorials What is Form I-9","result_type":"article"},{"id":360004431372,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/360004431372.json","html_url":"https://help.justworks.com/hc/en-us/articles/360004431372-Employee-Justworks-Enrollment","author_id":363713680512,"comments_disabled":true,"draft":false,"promoted":false,"position":4,"vote_sum":15,"vote_count":33,"section_id":32936289869723,"created_at":"2018-06-01T21:35:50Z","updated_at":"2026-07-28T13:36:10Z","name":"Employee Justworks Enrollment","title":"Employee Justworks Enrollment","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-28T13:36:10Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01K0VZJH709GSV614K63GAD7T0"],"label_names":["Onboarding"],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/35316668924699\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003eEnrolling an employee in Justworks  is easy. Administrators can take these steps to send an invitation to Justworks by following the steps outlined in \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004523991\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eAdding People to your Account\u003c/a\u003e.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003eOnce an employee is added by their administrator, they will receive an email with an invitation link to Justworks. Employees should be sure to follow the link from that email, to ensure that they enroll in an account that’s connected to their company.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003eFirst, employees will create a username and password.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/24209276326939\" alt=\"Screenshot 2024-03-26 at 5.22.59 PM.jpeg\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eAfter they create an account, \u003c/span\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003ethey will be prompted to set up multi-factor authentication (MFA). \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eYou can read more about MFA methods in our \u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004534471-Two-Factor-Authentication\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eMulti-Factor Authentication Help Center article.\u003c/a\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image wysiwyg-image-resized\" style=\"width: 98.36%;\"\u003e\u003cimg style=\"aspect-ratio: 1060/1256;\" src=\"https://help.justworks.com/hc/article_attachments/51721073469723\" alt=\"Screenshot 2026-06-04 at 5.54.47 PM.png\" width=\"1060\" height=\"1256\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eEmployees will then add their contact and financial info.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2832/1318;\" src=\"https://help.justworks.com/hc/article_attachments/51721061408795\" alt=\"Screenshot 2026-05-29 at 3.25.44 PM.png\" width=\"2832\" height=\"1318\"\u003e\u003c/figure\u003e\u003cp\u003eThe first portion of onboarding will need employees to add their contact and financial info.\u003c/p\u003e\u003cp\u003eEmployees need to make sure their name is spelled correctly, and enter their personal details, such as Date of Birth, and Social Security Number.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2798/1266;\" src=\"https://help.justworks.com/hc/article_attachments/51721061410075\" alt=\"Screenshot 2026-05-29 at 3.29.22 PM.png\" width=\"2798\" height=\"1266\"\u003e\u003c/figure\u003e\u003cp\u003eEmployees will also fill out their contact info, such as home and mailing address, so we know where to send tax forms at the end of the year. Emergency contact information is also required.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2820/1343;\" src=\"https://help.justworks.com/hc/article_attachments/51721061410715\" alt=\"Screenshot 2026-05-29 at 3.31.23 PM.png\" width=\"2820\" height=\"1343\"\u003e\u003c/figure\u003e\u003cp\u003eThen, employees will enter their bank account and routing numbers, and adjust their filing status and withholdings. They can also change this information directly from their account settings tab whenever they feel the need to do so.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2818/1270;\" src=\"https://help.justworks.com/hc/article_attachments/51721061414043\" alt=\"Screenshot 2026-05-29 at 3.34.50 PM.png\" width=\"2818\" height=\"1270\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003eEmployees need to enter tax information, such as withholding status and extra withholding. Be sure to refer to \u003ca href=\"https://www.irs.gov/pub/irs-pdf/fw4.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eForm W-4\u003c/a\u003e when submitting this information.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2854/1218;\" src=\"https://help.justworks.com/hc/article_attachments/51721073477915\" alt=\"Screenshot 2026-05-29 at 3.36.20 PM.png\" width=\"2854\" height=\"1218\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eKeep in mind that the additional withholding amount specified here will only refer to regular salary or wage payments, and not supplemental payments.\u003c/span\u003e \u003c/p\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003eIf employees work in a state that has a custom W-4, they will be able to enter state withholding amounts directly in their Account Settings once they've completed enrollment. You can read more about state withholdings and reciprocity on \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360030136691\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eQuestions about my Paycheck\u003c/a\u003e. \u003c/p\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003eOnce they double-check everything and confirm their contact and financial info, employees can complete their portion of the Form I-9.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2808/1212;\" src=\"https://help.justworks.com/hc/article_attachments/51721061416347\" alt=\"Screenshot 2026-05-29 at 3.41.05 PM.png\" width=\"2808\" height=\"1212\"\u003e\u003c/figure\u003e\u003cp\u003eLastly, employees will be prompted to accept the Worksite Employee Acknowledgment and review any documents assigned by their administrator to complete their onboarding.\u003c/p\u003e\u003cp\u003eOnce all sections are complete, employees will be prompted to click on \"Done\" \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1958/1582;\" src=\"https://help.justworks.com/hc/article_attachments/51721073480859\" alt=\"Screenshot 2026-05-29 at 3.44.50 PM.png\" width=\"1958\" height=\"1582\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eOnce they click Done, they’ll be directed to \u003cstrong\u003eHome\u003c/strong\u003e where they will see any remaining tasks and pending actions that need to be completed.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2268/1338;\" src=\"https://help.justworks.com/hc/article_attachments/51721073483931\" alt=\"Screenshot 2026-05-29 at 3.47.53 PM.png\" width=\"2268\" height=\"1338\"\u003e\u003c/figure\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"their contact and financial info. The first portion of \u003cem\u003eonboarding\u003c/em\u003e will need employees to add their contact and financial","result_type":"article"},{"id":41418246057755,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/41418246057755.json","html_url":"https://help.justworks.com/hc/en-us/articles/41418246057755-Justworks-Payroll-Setting-Up-a-Company-Account","author_id":1902370830924,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936417830939,"created_at":"2025-09-24T21:19:21Z","updated_at":"2026-01-07T15:21:15Z","name":"Justworks Payroll: Setting Up a Company Account","title":"Justworks Payroll: Setting Up a Company Account","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-01-07T15:21:15Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01K0VZJH709GSV614K63GAD7T0"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/41418286670107\" alt=\"Employer - Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks Payroll. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01K5YSF34MHBS2K9WW21J91JHF\"\u003eHow to Set Up a Company Account on Justworks Payroll\u003c/h2\u003e\u003cp\u003eSetting up a Justworks Payroll account consists of three simple phases: \u003c/p\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eAccount creation:\u003c/strong\u003e Registering a Justworks Payroll account for your company.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEnrollment:\u003c/strong\u003e Providing information about your company.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOnboarding:\u003c/strong\u003e Customizing the account to your company’s preferences.\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eBelow, you can find more details on how to create a company account, enroll and onboard your company so you can start processing payroll as quickly as possible.\u003c/p\u003e\u003ch3 id=\"h_01K5YSF8Z4FBJ74AWRN30ZRV97\"\u003e1. Create Your Justworks Payroll Account\u003c/h3\u003e\u003cp\u003eTo start, you will need to go to \u003ca href=\"https://shop.justworks.com/register/payroll\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ethis link\u003c/a\u003e and create a Justworks Payroll account for your company. \u003c/p\u003e\u003cp\u003eYou will be prompted to create a unique username and password to ensure you are the only user with access to your company’s account. Additionally, you’ll be able to enter your basic information and click ‘Create Account’ to register your company.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1125/826;\" src=\"https://help.justworks.com/hc/article_attachments/41700489071771\" alt=\"Payroll onboarding image.png\" width=\"1125\" height=\"826\"\u003e\u003cfigcaption\u003e\u003cspan style=\"color: hsl(0,0%,50%);\" class=\"wysiwyg-font-size-medium\"\u003eScreenshot of the account creation page for Justworks Payroll.\u003c/span\u003e\u003c/figcaption\u003e\u003c/figure\u003e\u003cp\u003eCongratulations — you’ve taken the first step toward getting your Justworks Payroll account up and running! Next, you will need to complete your account’s enrollment.\u003c/p\u003e\u003ch3 id=\"h_01K5YSFG5A5RCDP3ZEA7P80XTN\"\u003e2. Complete Your Account Enrollment\u003c/h3\u003e\u003cp\u003eOnce you’ve created a Justworks Payroll account for your company, you will need to complete enrollment to ensure we have accurate information on file for your company. \u003c/p\u003e\u003cp\u003eHere is an overview of what you will need to complete during your company’s enrollment:\u003c/p\u003e\u003cul\u003e\n\u003cli\u003eEnter your company details\u003c/li\u003e\n\u003cli\u003eEnter information about your role\u003c/li\u003e\n\u003cli\u003e\n\u003ca href=\"https://help.justworks.com/hc/en-us/articles/27740257585563-Justworks-Payroll-Inviting-Your-Team\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eAdd your team members\u003c/a\u003e*\u003c/li\u003e\n\u003cli\u003e\n\u003ca href=\"https://help.justworks.com/hc/en-us/sections/27342611645083-State-Resources\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eEnter your company’s tax information\u003c/a\u003e*\u003c/li\u003e\n\u003cli\u003eConnect your company bank account*\u003c/li\u003e\n\u003cli\u003e\n\u003ca href=\"https://help.justworks.com/hc/en-us/articles/27740491874075-Justworks-Payroll-How-to-Set-Up-Workers-Compensation-Insurance\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eManage your company’s workers’ comp insurance\u003c/a\u003e*\u003c/li\u003e\n\u003cli\u003eExplore benefits for your company*\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #292a2e;\"\u003e\u003cem\u003e\u003cstrong\u003e* \u003c/strong\u003e\u003c/em\u003e\u003c/span\u003e\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003cem\u003eThese steps are optional and may be skipped during enrollment by clicking into the task and indicating that you will complete the task later, during the onboarding process.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eMore details about these steps can be found on \u003ca href=\"https://help.justworks.com/hc/en-us/articles/38958548562715-Justworks-Payroll-Enrollment-Checklist\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ethis Enrollment Checklist\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eAfter providing your company’s information, you will be prompted to review Justworks Payroll’s pricing details and sign the Customer Service Agreement. Once you’ve acknowledged these items, you will be finished with your account’s enrollment and ready to start onboarding.\u003c/p\u003e\u003ch3 id=\"h_01K5YSFPCB5HABQH8PE8M062VG\"\u003e3. Complete Your Account Onboarding\u003c/h3\u003e\u003cp\u003eThe last stage of setting up your Justworks Payroll account prior to processing payments is onboarding. We recommend reaching out to us directly at \u003ca href=\"mailto:onboarding@payroll.justworks.com\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eonboarding@payroll.justworks.com\u003c/a\u003e so that a member of our team can ensure your company’s onboarding goes smoothly.\u003c/p\u003e\u003cp\u003eA member of our team will walk through your company’s onboarding steps with you, either over email or Zoom call, depending on your preference. These steps include:\u003c/p\u003e\u003cul\u003e\n\u003cli\u003eEntering your company’s bank account details\u003c/li\u003e\n\u003cli\u003eAdding your company’s signatory\u003cul\u003e\u003cli\u003eThe signatory will need to complete an ID verification and sign documents from Justworks Payroll.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eAdding your company’s tax contact\u003c/li\u003e\n\u003cli\u003e\n\u003ca href=\"https://help.justworks.com/hc/en-us/articles/27740257585563-Justworks-Payroll-Inviting-Your-Team\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eInviting your team members\u003c/a\u003e (if applicable)\u003c/li\u003e\n\u003cli\u003eCreating a pay schedule for your team\u003cul\u003e\u003cli\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e This task will only appear once a W-2 employee or an hourly contractor is added to your company’s account.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003ca href=\"https://help.justworks.com/hc/en-us/sections/27342611645083-State-Resources\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eEntering your company’s tax information\u003c/a\u003e\u003cul\u003e\u003cli\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e This task will only appear once a W-2 employee is added to your company’s account.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25284463361691-Justworks-Payroll-Payroll-History-Reports#h_01HWNE4DW3HCKMV2SBYSYY2CK3\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eProviding payroll history reports\u003c/a\u003e\u003cul\u003e\u003cli\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e This task only needs to be completed if your company has already processed payroll within the calendar year.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eMore information about these steps can be found on \u003ca href=\"https://help.justworks.com/hc/en-us/articles/25284327736347-Justworks-Payroll-Onboarding-Checklist#h_01K0817Y28D85ZXR5B8RWFZB0P\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ethis detailed Onboarding Checklist\u003c/a\u003e. Once these steps have been completed, our team will confirm your company’s account is ready to process payroll!\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"account’s enrollment and ready to start \u003cem\u003eonboarding\u003c/em\u003e. 3. Complete Your Account \u003cem\u003eOnboarding\u003c/em\u003e The last stage of setting up your Justworks","result_type":"article"},{"id":360004530091,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/360004530091.json","html_url":"https://help.justworks.com/hc/en-us/articles/360004530091-Setting-Up-Direct-Deposit","author_id":363713680512,"comments_disabled":true,"draft":false,"promoted":false,"position":2,"vote_sum":349,"vote_count":589,"section_id":32936528590235,"created_at":"2018-06-04T22:35:32Z","updated_at":"2026-06-15T14:56:41Z","name":"Setting Up Direct Deposit","title":"Setting Up Direct Deposit","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-15T14:56:41Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01K0VZK05F4JB8QFEFNAEBBNJV"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/35317372479131\" alt=\"Employee - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eJustworks supports payments to employees, contractors, and vendors through ACH direct deposit. As an employee or contractor, you’ll be invited to Justworks by your employer and in order to be paid, we’ll need some basic personal information as well as your bank details so we can ensure you’re paid on time.\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eYou will be presented with the option to set up your bank account during your onboarding process while setting up your Justworks account. However, you can always update your bank account details by navigating to You \u0026gt; Profile, selecting the Finances tab, and clicking the \"Verify to Edit\" option under \"Bank Account.\"\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HAMR2JG86PD27M4SCVZRWRGP\"\u003eHow do I find my routing and account number?\u003c/h2\u003e\u003cp\u003eYou can find this required information on a check from your bank. All checks will list both the account and routing number for the associated bank account as pictured below.\u003cbr\u003e\u003cbr\u003e\u003cimg src=\"http://help.justworks.com/customer/portal/attachments/697934\" alt=\"\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/360007732311\" alt=\"Setting_Up_Direct_Deposit_-_Google_Docs_2016-10-07_15-36-35.jpg\"\u003e\u003c/p\u003e\u003cp\u003eRouting numbers are tied to regions and will be the same for all banks in a certain area. Account numbers are unique to each individual.\u003c/p\u003e\u003ch2 id=\"h_01HAMR2JG8MPC6HYCBFH1205KV\"\u003eCan I be paid to more than one bank account?\u003c/h2\u003e\u003cp\u003eYes you can! To learn how to do so, please visit our \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004530071-Splitting-Your-Payments-Into-Multiple-Bank-Accounts\" target=\"_self\"\u003ehelp article\u003c/a\u003e on splitting payments into multiple bank accounts.  \u003c/p\u003e\u003cdiv id=\"rate_article_container\"\u003e\u003cdiv id=\"rate_article\"\u003e\u003c/div\u003e\u003c/div\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"with the option to set up your bank account during your \u003cem\u003eonboarding\u003c/em\u003e process while setting up your Justworks account. However","result_type":"article"},{"id":28468110350363,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/28468110350363.json","html_url":"https://help.justworks.com/hc/en-us/articles/28468110350363-Justworks-Payroll-Adding-Terminated-Members","author_id":1266897933110,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936433074843,"created_at":"2024-08-21T14:23:18Z","updated_at":"2026-07-27T20:55:45Z","name":"Justworks Payroll: Adding Terminated Members","title":"Justworks Payroll: Adding Terminated Members","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-27T20:55:44Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01K0VZPPWVM1N21RAW3WXGSYTS"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/32180277307803\" alt=\"Employer - Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks Payroll. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eCompanies who have paid employees at any time during the calendar year will typically need to provide year-end forms. This includes terminated employees.  If your company has made a payment to a now terminated member during the same calendar year in which your company is signing up with Justworks Payroll, that former team member will need to have a profile in Justworks Payroll.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eMore specifically, you will need to add any former team members listed in the \u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25284463361691-Justworks-Payroll-Reports\" target=\"_blank\" rel=\"noopener noreferrer\"\u003epayroll history reports\u003c/a\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e your company uploads during the onboarding process. These former team members need to be entered in the Justworks Payroll system so that their payroll history can be recorded, and a W-2 or 1099 can be generated for them at the end of the year, and company returns will be comprehensive for all payroll liabilities made throughout the year\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01JJ536WATE5C3QRHXD0P1AXPY\"\u003eHow to Add a Terminated Member\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eAdmins have two options for adding terminated members to Justworks Payroll. Steps for both methods can be found below.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01JJ5372ZRPEWXFKS7VB1CA0NX\"\u003e1. Adding Terminated Members Through Onboarding Tasks\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eAt the start of the onboarding process, you can select the ‘Tell us about your payroll history’ task from the Home workspace:\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 972/856; width: 96.77%;\" src=\"https://help.justworks.com/hc/article_attachments/44143600363163\" width=\"972\" height=\"856\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eYou will then be prompted to enter a few details about your company’s payroll history within the current calendar year as well as asked to add your company’s current members.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1052/924; width: 98.45%;\" src=\"https://help.justworks.com/hc/article_attachments/44143568145819\" width=\"1052\" height=\"924\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eThen, you will be prompted to add your company’s terminated members who received payments within the current calendar year.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1050/928; width: 92.43%;\" src=\"https://help.justworks.com/hc/article_attachments/44143600365467\" width=\"1050\" height=\"928\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eYou will need to fill in terminated members’ details, such as their home address and SSN, so that their year end forms are accurate.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1046/922; width: 95.86%;\" src=\"https://help.justworks.com/hc/article_attachments/44143600365723\" width=\"1046\" height=\"922\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eOnce this information has been saved, the terminated member will be set up in the system without having been invited to join the platform as a current member of your team.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01JJ5379A88MYC9XMGMZXZ6BXQ\"\u003e2. Adding Terminated Members Through Team Management\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eIf you forget to add any terminated members with payroll history during your initial onboarding steps, you can still add terminated members to your company’s account. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eTo start, click on \u003cstrong\u003ePeople\u003c/strong\u003e in the left navigation bar. Once you're in the People workspace, choose ‘Terminated’ from the top menu.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eThen, you will see a button in the upper right-hand corner labeled ‘Add terminated member.’\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1048/924; width: 97.33%;\" src=\"https://help.justworks.com/hc/article_attachments/44143568146331\" width=\"1048\" height=\"924\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eOnce you click this button, you will be prompted to enter and save the terminated member’s information.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eCompleting these steps will ensure the former team member is in the Justworks Payroll system so our team can record their payroll history, without sending the terminated member an invitation email.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"1. Adding Terminated Members Through \u003cem\u003eOnboarding\u003c/em\u003e Tasks At the start of the \u003cem\u003eonboarding\u003c/em\u003e process, you can select the ‘Tell us","result_type":"article"},{"id":38958548562715,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/38958548562715.json","html_url":"https://help.justworks.com/hc/en-us/articles/38958548562715-Justworks-Payroll-Enrollment-Checklist","author_id":1902370830924,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936417830939,"created_at":"2025-07-14T21:31:20Z","updated_at":"2026-07-28T20:19:19Z","name":"Justworks Payroll: Enrollment Checklist","title":"Justworks Payroll: Enrollment Checklist","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-28T20:19:18Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01K0VZJH709GSV614K63GAD7T0"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/38958548561179\" alt=\"Employer - Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks Payroll. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01K05D1Y7QQV01T5DWZYNHTYWV\"\u003eJustworks Payroll Enrollment Checklist\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eEnrolling with Justworks Payroll is the first step toward getting your team paid. Complete the items below to create your company’s account. Then, you will be able to move forward with \u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25284327736347-Justworks-Payroll-Onboarding-Checklist#h_01HWNDW7GEAKMFWNQ3N0EQ9MAW\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ethe onboarding process\u003c/a\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e to finish your company’s setup.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003ePlease note that the steps marked as optional do not need to be completed during enrollment to move forward. However, they will need to be completed during onboarding before your company can start processing payroll.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01K05CYRCQSV95EZJJ0ACW7TSX\"\u003eEnter your company details\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eTo start, you will need to enter some basic information about your company. Our system needs this information on file to ensure your company’s payroll taxes are filed correctly.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eThese required company details include:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e2509e155a77329c1c54d9b98f700cbc9\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eLegal business name\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e311f9ca200b5f6c60addc2f72f8e89c8\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eDoing Business As (DBA) name (if applicable)\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e0699a2fd54f0af8f4f6aecff4ff4ed60\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eIndustry\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e72919a56230e5f66fdbf0818a61e5690\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eCompany phone number\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e2c446d710cacc39ae860c78cc82740d3\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eEIN\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e2678b3502494b50b2cbcd4acc3ce462d\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eBusiness address\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e09db2c9e15054e466daa123643d25394\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eBusiness mailing address (if not the same as business address)\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eIn addition, you will have the option to use the business address as an office address. Please note that every employee you add to your company’s account will need to be assigned to an office, so setting the business address as an office address during enrollment may save you the time it would take to create a new office location later.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eIn this section, you will also see a checkbox for marking your company as a 501(c)(3) organization. Checking this box will indicate your company is exempt from federal unemployment tax (FUTA) as a 501(c)(3) organization.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01K05CZ3DRJDQ8SQDK355Y9MJS\"\u003eFill out the details of your position\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eAs the company’s admin, you will also need to enter your personal account information to ensure we have the correct contact information on file. This information includes:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e6df3b70deeac343cab8c4892eadbd2bd\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eProfile type\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e8e35a37ddc9571b0fe10bcb59858e9b2\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eName\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e98160b08812c1fb54913339f939ba283\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eTitle\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e700fdc1d4ca9aeae2531f6b09b4c3694\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eEmail\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"eaec04e7e7862f49bae4aa4ca59f25531\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003ePhone\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"ed824807a07b872897db226fb85687a94\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eStart date\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e18af79d4955583ad7d068eae1a89b9ac\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eOffice\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01K05D01AZGCBK5RV0GQK773SE\"\u003eAdd your team (optional)\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eIf you have your team members’ information on hand, you can add them by entering the same details listed above that were required for your own account. Entering a team member’s information does not mean that they will be immediately invited to join the platform, as you will have the option to send the invitation later if needed.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eIf you aren’t ready to enter this information yet, you can still click ‘\u003cstrong\u003eStart\u003c/strong\u003e’ to access the task, then scroll to the bottom of the page and click the ‘\u003cstrong\u003eSkip\u003c/strong\u003e’ button.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eKeep in mind that team members will need to be invited to the platform and have their personal details entered in Justworks Payroll in order to receive payments.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01K05D07VFG1XFJ8N0ZPNJGFN4\"\u003eManage your company tax information (optional)\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eYour company’s federal and state tax information will need to be entered in the system to ensure that our team is able to file and remit your payroll taxes accurately. Specifically, these details are needed:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e178b5c135ba84a2bd1cdac0a7569ee14\"\u003e\n\u003cspan style=\"background-color: #ffffff;\"\u003e\u003cstrong\u003eFederal:\u003c/strong\u003e Let us know whether your company has been assigned a semiweekly or monthly tax deposit schedule by the IRS. If you have never filed a 941 under its EIN before, it's likely that you would be considered a monthly depositor according to \u003c/span\u003e\u003ca href=\"https://www.irs.gov/pub/irs-pdf/p15.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eIRS Publication 15\u003c/a\u003e.\u003cspan style=\"background-color: #ffffff; color: #2f3941;\"\u003e\u003c/span\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ede1a9399a3fd9c578f51a4b9bc9dce78\"\u003e\n\u003cspan style=\"background-color: #ffffff;\"\u003e\u003cstrong\u003eState:\u003c/strong\u003e Enter the details for your company’s state tax accounts, including withholding and state unemployment insurance accounts. For help locating this information, click into the applicable state on \u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/sections/27342611645083-State-Resources\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ethis page\u003c/a\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e. If you’d like our team to register your company’s state tax accounts on your behalf for an additional fee, let us know at support@payroll.justworks.com.\u003c/span\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eIf you have already submitted your company’s state tax account registration and are waiting to receive the account details, you can still move forward with your company’s enrollment by checking off the ‘I don’t have all of this information’ box, then ‘Yes’ for having applied for state tax accounts already.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eIf you haven't started the registration process yet, you can skip this step during enrollment by checking off the ‘I don’t have all of this information’ box. Please note that these tax details will be requested during the onboarding process.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01K05D0DT4MAQ996RPXCQKQ3Q9\"\u003eConnect your company bank account (optional)\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eYou can enter and verify your company’s bank account details in Justworks Payroll one of two ways:\u003c/span\u003e\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e986a8f00eae301c8af17475d80cd1681\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e\u003cstrong\u003eInstant verification (recommended):\u003c/strong\u003e We use Plaid to securely verify your company’s bank account instantly. All you need to do is select your bank, log in, and your account will be verified.\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"ed43b3e72bc2da62a050b5d14b2a179f3\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e\u003cstrong\u003eManual verification:\u003c/strong\u003e You will receive two small deposits (less than $1 each) within 24-48 business hours. You will need to enter these verification amounts in Justworks Payroll to confirm your company bank account details.\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eKeep in mind that you will need to connect your bank account instantly via Plaid if you would like to follow a 2-business day payroll processing timeline instead of the standard 4-business day payroll processing timeline.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eIf you don’t have your company’s bank information on hand, you can scroll to the bottom of the page and select ‘I’ll do this later’ to move forward with enrollment. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003ePlease note that your company bank account information will need to be entered and verified during the onboarding phase before you can start processing payments through the platform.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01K05D0VWT2P9XK9A2NDN7MKCQ\"\u003eManage your company’s workers’ comp insurance (optional)\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eIf your business needs workers’ comp coverage, you can integrate a workers’ comp insurance policy with your company’s Justworks Payroll account by working with our workers’ comp insurance partner, NEXT. NEXT helps to simplify compliance by offering pay-as-you-go workers’ comp policies.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eIf your company does not need workers’ comp coverage or already has an outside policy in place, you can skip this step by clicking the ‘Maybe later’ option on the right side of the page. If you skip this section during enrollment, you can always set up a workers’ comp policy through NEXT after your Justworks account has been created by following \u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/27740491874075-Justworks-Payroll-How-to-Set-Up-Workers-Compensation-Insurance\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ethese steps\u003cspan style=\"background-color: #ffffff;\"\u003e.\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003ch3 id=\"h_01K05D10Q7BNZ7HXVZZBGNKAMW\"\u003eExplore benefits for your company (optional)\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eYou have the opportunity to offer your employees benefits directly through the Justworks Payroll platform, making it simple to manage plan details, premium payments, and more. The benefits available through Justworks Payroll include:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ecd5edcaf81f694e0df3fe8b2169c9685\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eHealth insurance (Medical, Dental, and Vision plans)\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e88779311403bf1c3b4a0b7e7a5295530\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eHSA, FSA, and Dependent Care FSA\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"eb7a5c01110f28cc82cc4a8433955e364\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eRetirement Plans\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"ec463a11eef14defc056b60fe2d22f275\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eCommuter Benefits\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"ed689fe9408de1550492a72b4bec7dd2d\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eLife Insurance\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"eac0e0cb9911a815eaa5de95bfda8c2e0\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eDisability Insurance\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eWhile you can request quotes for any benefits you may be interested in during the enrollment process, you can skip this step and re-visit your company’s benefits options during onboarding, or even after you start processing payroll. To bypass this task, you will need to click into the ‘Maybe later’ option on the right side of the page. \u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01K05D17HKFSPJP483PM8Y3Z9K\"\u003eCompleting Enrollment\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eIn Step 2 of enrollment, you will be asked to review Justworks Payroll’s pricing details and sign our Customer Service Agreement.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eOnce you have acknowledged these items, you will be finished with your account’s enrollment, and ready to move into the onboarding stage. For more information on what onboarding includes, please take a look at this \u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25284327736347-Justworks-Payroll-Onboarding-Checklist#h_01HWNDW7GEKAA4PFM1DJBJMDYM\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eOnboarding Checklist\u003c/a\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"into the \u003cem\u003eonboarding\u003c/em\u003e stage. For more information on what \u003cem\u003eonboarding\u003c/em\u003e includes, please take a look at this \u003cem\u003eOnboarding\u003c/em\u003e Checklist","result_type":"article"},{"id":41892351698331,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/41892351698331.json","html_url":"https://help.justworks.com/hc/en-us/articles/41892351698331-State-Unemployment-Insurance-Contacts-FL-CA-GA-IL-OK","author_id":30861880145435,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":360003044192,"created_at":"2025-10-08T13:34:38Z","updated_at":"2026-01-07T15:21:16Z","name":"State Unemployment Insurance Contacts (FL, CA, GA, IL, OK)","title":"State Unemployment Insurance Contacts (FL, CA, GA, IL, OK)","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-01-07T15:21:16Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01K0CYZ71Z75WJFWCT5M408AEX","01K0D0JCWF3TY50WHFR58471PV","01K0D1116P150FM7HK68Q3BB2H","01K0FCR1RXZJE9MA7PBJGY7THR","01K0FMQABSZM1WZHEZMSQ20PBQ","01K0VZQAZWMTRGS0H75PGKH8FD"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/41892351695387\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFor State Unemployment Insurance for some states you’ll need to work with Justworks while onboarding to understand the exact requirements for your company.\u003c/p\u003e\u003cp\u003eIf you’re a new Justworks customer or in the process of onboarding you'll be provided with instruction on how to move forward with unemployment accounts. To enable a smooth onboarding experience if you’re a new customer, please make sure you have your account number, current unemployment rate, and login information handy. You can ask your current provider for this information or work with the states directly.\u003c/p\u003e\u003cp\u003eIf you’re a current Justworks customer with a new employee in one of these states, our internal team may be in touch if something is needed from you, otherwise we’ll move forward with setting up an account on behalf of your company.\u003c/p\u003e\u003cp\u003eThis information will either be in your portal on the Justworks Platform or our team will be in touch to collect information and provide next steps.\u003c/p\u003e\u003ch2 id=\"h_01K71ZY3FR68WFS6K0S9QFZR3V\"\u003eState Agency Contact Information\u003c/h2\u003e\u003cp\u003eIf you need to reach out to state agencies responsible for state unemployment insurance administration you can find contact information below as well as a number of additional resources:\u003c/p\u003e\u003ch3 id=\"h_01K7201A3EHNXE99ND180ZNBF2\"\u003eCalifornia\u003c/h3\u003e\u003cp\u003e\u003ca href=\"https://edd.ca.gov/en/about_edd/contact_edd#:~:text=English%3A%201%2D800%2D480,1%2D800%2D563%2D2441\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eCalifornia Employment Development Department\u003c/strong\u003e\u003c/a\u003e\u003cbr\u003e\u003cstrong\u003eState Unemployment Insurance:\u003c/strong\u003e (888) 745-3886\u003cbr\u003eOpen weekdays, 8 AM — 5 PM Pacific Time (PT)\u003cbr\u003e\u003cstrong\u003eWithholding:\u003c/strong\u003e (888) 792-4900\u003cbr\u003e\u003cstrong\u003eWithholding Fax: \u003c/strong\u003e(916) 845-9512\u003cbr\u003eOpen weekdays, 8 AM — 5 PM\u003c/p\u003e\u003ch3 id=\"h_01K72034GRVTE53A0KSG4ETSQV\"\u003eFlorida\u003c/h3\u003e\u003cp\u003e\u003cstrong\u003eDepartment of Revenue: \u003c/strong\u003e(850) 488-6800;\u003cbr\u003e\u003cstrong\u003eReemployment Division (SUI):\u003c/strong\u003e (877) 846-8770\u003c/p\u003e\u003ch3 id=\"h_01K72041720K7RB3M14CE7JMN3\"\u003eGeorgia\u003c/h3\u003e\u003cp\u003e\u003ca href=\"https://gtc.dor.ga.gov/_/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eGeorgia Tax Center e-Services\u003c/strong\u003e\u003c/a\u003e\u003cbr\u003e\u003cstrong\u003eGeorgia Department of Revenue (DOR) for Business Taxpayers: \u003c/strong\u003e(877) 423-6711\u003c/p\u003e\u003ch3 id=\"h_01K7205CHHR653RZF2F7ZCB50A\"\u003eIllinois\u003c/h3\u003e\u003cp\u003e\u003ca href=\"https://mytax.illinois.gov/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eMyTax Illinois website\u003c/strong\u003e\u003c/a\u003e\u003cbr\u003e\u003cstrong\u003eDepartment of Labor: \u003c/strong\u003e(800) 247-4984\u003cbr\u003e\u003cstrong\u003eCentral Registration Division: \u003c/strong\u003e(217) 785-3707\u003c/p\u003e\u003ch3 id=\"h_01K720GEATTBVZKWKCJXZZJB0P\"\u003eOklahoma\u003c/h3\u003e\u003cp\u003e\u003ca href=\"https://oktap.tax.ok.gov/OKTAP/Web/_/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eoktap.tax.ok.gov\u003c/strong\u003e\u003c/a\u003e \u003cbr\u003e\u003cstrong\u003eTaxpayer Resource Center:\u003c/strong\u003e (405) 521-3160\u003cbr\u003e\u003ca href=\"https://www.ok.gov/oesc/newhire/app/forms/OES_24_rev_9_13.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eOklahoma Account Closure Form\u003c/strong\u003e\u003c/a\u003e\u003cbr\u003e\u003ca target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eOklahoma Employment Security Commission (Unemployment) \u003c/strong\u003e\u003c/a\u003e\u003cbr\u003e\u003cstrong\u003eIndividual Unemployment Support:\u003c/strong\u003e 405-525-1500\u003cbr\u003e\u003cstrong\u003eEmployer Support:\u003c/strong\u003e 405-552-6799\u003cbr\u003e\u003ca href=\"http://law.justia.com/codes/oklahoma/2016/title-40/section-40-3-120\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ePEO-Reporting Confirmation Resource\u003c/strong\u003e\u003c/a\u003e\u003cbr\u003e\u003ca href=\"https://www.staffmarket.com/types-of-professional-employer-organizations/classic-peo\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eOklahoma PEO Resource from Staff Market\u003c/strong\u003e\u003c/a\u003e\u003cbr\u003e\u003cbr\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"for some states you’ll need to work with Justworks while \u003cem\u003eonboarding\u003c/em\u003e to understand the exact requirements for your company.","result_type":"article"},{"id":8035163269275,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/8035163269275.json","html_url":"https://help.justworks.com/hc/en-us/articles/8035163269275-Utah-State-Unemployment-Insurance","author_id":384159407232,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":1,"vote_count":1,"section_id":360003044192,"created_at":"2022-08-12T14:28:57Z","updated_at":"2026-01-07T15:21:03Z","name":"Utah - State Unemployment Insurance","title":"Utah - State Unemployment Insurance","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-01-07T15:21:03Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01K0PP9CGZ7EWZF9RSB1K4X4W3"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/32943615822235\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eUtah is what's referred to as a PEO-reporting state for unemployment insurance. Justworks will report unemployment taxes under the Justworks unemployment account number. Customers will be subject to the Justworks state unemployment rate.\u003c/p\u003e\u003ch2 id=\"h_01J3N275FZ8H9QN2BV86PAN734\"\u003eClosing UT Unemployment Account:\u003c/h2\u003e\u003cp\u003eJustworks should be able close out your existing unemployment account (if applicable) during the onboarding process. If there seems to be an issue where your account has remained open, please reach out to Justworks.\u003c/p\u003e\u003ch2 id=\"h_01J3N275FZFAPSVXE8D9PABBD1\"\u003eClosing UT Withholding Account:\u003c/h2\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e2e24065a6bd8b17cc2ee7c0b7a336b58\"\u003eTo close your Utah Withholding account please complete form \u003ca class=\"css-tgpl01\" href=\"https://tax.utah.gov/forms/current/tc-69c.pdf\" title=\"https://tax.utah.gov/forms/current/tc-69c.pdf\" data-renderer-mark=\"true\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eTC-69c\u003c/a\u003e.\u003c/li\u003e\n\u003cli data-list-item-id=\"e801ce09d4d97e49e7f9b6942a74ab042\"\u003eIn section A1, input the closure date as the day before your premiere date with Justworks. Make sure to input and signature in the correct place further below on the document.\u003c/li\u003e\n\u003cli data-list-item-id=\"e4f6305d4ebdb129677a2809eb3606569\"\u003eTo send the completed form to the state, there is both a fax number and a mailing address listed near the bottom of the document.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"existing unemployment account (if applicable) during the \u003cem\u003eonboarding\u003c/em\u003e process. If there seems to be an issue where your account","result_type":"article"},{"id":18040350606619,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/18040350606619.json","html_url":"https://help.justworks.com/hc/en-us/articles/18040350606619-International-Contractors","author_id":382799157691,"comments_disabled":true,"draft":false,"promoted":true,"position":0,"vote_sum":0,"vote_count":0,"section_id":24025565585179,"created_at":"2023-08-17T17:20:30Z","updated_at":"2026-07-22T17:47:16Z","name":"International Contractors","title":"International Contractors","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-22T17:47:16Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01J5DSMSE0P2KPPFR8SGRVNW0Z","01K0VZMR20SZMS27A6NQEBY7S9","01KJDVX05VQGSECBKSDP0S2599"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/51147499787931\" alt=\"Employer - All.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is for all employers using Justworks.\u003c/em\u003e\u003c/p\u003e\u003cdiv style=\"padding: 56.25% 0 0 0; position: relative;\"\u003e\u003ciframe src=\"https://player.vimeo.com/video/1159350864?badge=0\u0026amp;autopause=0\u0026amp;player_id=0\u0026amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"How to Pay International Contractors\"\u003e\u003c/iframe\u003e\u003c/div\u003e\u003cscript src=\"https://player.vimeo.com/api/player.js\"\u003e\u003c/script\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eVisit our \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/p/video-library\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eVideo Library \u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003efor more tutorials\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eJustworks knows how important it is to find the right talent for your business, especially when it comes to hiring contractors outside of the U.S. \u003c/p\u003e\u003cp\u003e\u003cstrong\u003eJustworks International Contractor \u003c/strong\u003esolution allows all customers to pay contractors in \u003cstrong\u003e60+ countries\u003c/strong\u003e (listed below). By using this solution, you can manage your international contractors on the same platform you use for the rest of your global team. \u003c/p\u003e\u003cp\u003eInternational Contractors is not equivalent to Employer of Record. This is intended only to be used for international individuals, not vendors, who provide services to a company but are not employed directly by the company on an ongoing basis.\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://www.justworks.com/international-contractors\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about how our International Contractor Payment solution can help you manage your global team here.\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"01H84Z9GFWY8X8B8EE8FY8T8E8\"\u003eCountries Where Justworks Can Support International Contractor Payments:\u003c/h2\u003e\u003cul\u003e\n\u003cli data-start=\"157\" data-end=\"175\" data-list-item-id=\"ef2afc0073ea3f679c6b11ccca2169e14\"\u003e\u003cp data-start=\"159\" data-end=\"175\"\u003e🇦🇷 Argentina\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"176\" data-end=\"194\" data-list-item-id=\"ea151ad68c76954e43ea7ee57bcba1d6b\"\u003e\u003cp data-start=\"178\" data-end=\"194\"\u003e🇦🇺 Australia\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"195\" data-end=\"211\" data-list-item-id=\"e4061d6b8a3db61bcb2f18cbefdf82633\"\u003e\u003cp data-start=\"197\" data-end=\"211\"\u003e🇦🇹 Austria\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"212\" data-end=\"231\" data-list-item-id=\"e93a1b8db36baf526e49fe8badeaa6312\"\u003e\u003cp data-start=\"214\" data-end=\"231\"\u003e🇧🇩 Bangladesh\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"232\" data-end=\"248\" data-list-item-id=\"e4a8b30977e210ae5aed8ffc782a29cbb\"\u003e\u003cp data-start=\"234\" data-end=\"248\"\u003e🇧🇪 Belgium\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"232\" data-end=\"248\" data-list-item-id=\"e125b709408567e069e4e4e7b9b66d692\"\u003e\u003cp data-start=\"234\" data-end=\"248\"\u003e🇧🇿 Belize (USD only)\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"249\" data-end=\"264\" data-list-item-id=\"ea9b57eaec88f088791c29b9a5f85515d\"\u003e\u003cp data-start=\"251\" data-end=\"264\"\u003e🇧🇷 Brazil\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"265\" data-end=\"282\" data-list-item-id=\"e87242a0fd4972650099b195fec142b57\"\u003e\u003cp data-start=\"267\" data-end=\"282\"\u003e🇧🇬 Bulgaria\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"283\" data-end=\"298\" data-list-item-id=\"ed3f8e85459411343d3b456ca513f1828\"\u003e\u003cp data-start=\"285\" data-end=\"298\"\u003e🇨🇦 Canada\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"299\" data-end=\"313\" data-list-item-id=\"e80a96ef1ccd01ab5e49f1adf8c6c7771\"\u003e\u003cp data-start=\"301\" data-end=\"313\"\u003e🇨🇱 Chile\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"314\" data-end=\"331\" data-list-item-id=\"ebde95f7f84d0e7a338d6242c45463db9\"\u003e\u003cp data-start=\"316\" data-end=\"331\"\u003e🇨🇴 Colombia\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"332\" data-end=\"351\" data-list-item-id=\"e2f12446a1b0235b5855c3358a8be2842\"\u003e\u003cp data-start=\"334\" data-end=\"351\"\u003e🇨🇷 Costa Rica\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"352\" data-end=\"368\" data-list-item-id=\"ea59df0224eec12c9bdc4b156ba7ada9e\"\u003e\u003cp data-start=\"354\" data-end=\"368\"\u003e🇭🇷 Croatia\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"369\" data-end=\"384\" data-list-item-id=\"e76d589fc0200e9b3acad0b5183d39e35\"\u003e\u003cp data-start=\"371\" data-end=\"384\"\u003e🇨🇾 Cyprus\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"385\" data-end=\"401\" data-list-item-id=\"eb7f60ee90a234b298a93c1ea4d1cac96\"\u003e\u003cp data-start=\"387\" data-end=\"401\"\u003e🇨🇿 Czechia\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"402\" data-end=\"418\" data-list-item-id=\"e0c8023b08fbaeb62dc3400985f467306\"\u003e\u003cp data-start=\"404\" data-end=\"418\"\u003e🇩🇰 Denmark\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"419\" data-end=\"446\" data-list-item-id=\"ee9c0123bbac67f38c74193bbd489917d\"\u003e\u003cp data-start=\"421\" data-end=\"446\"\u003e🇩🇴 Dominican Republic\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"447\" data-end=\"463\" data-list-item-id=\"ebaf14e3f4e4fcea595afced742ece554\"\u003e\u003cp data-start=\"449\" data-end=\"463\"\u003e🇪🇪 Estonia\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"464\" data-end=\"480\" data-list-item-id=\"e9d9a444870bbb6e52059c609a4ecbea9\"\u003e\u003cp data-start=\"466\" data-end=\"480\"\u003e🇫🇮 Finland\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"481\" data-end=\"496\" data-list-item-id=\"e8a5d14cee98ca0ca58618b0ad731b897\"\u003e\u003cp data-start=\"483\" data-end=\"496\"\u003e🇫🇷 France\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"497\" data-end=\"513\" data-list-item-id=\"e8b24083673f8722c6f810d051442172e\"\u003e\u003cp data-start=\"499\" data-end=\"513\"\u003e🇩🇪 Germany\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"514\" data-end=\"529\" data-list-item-id=\"e72d01f91a7f2a7eb4b3c55847233da45\"\u003e\u003cp data-start=\"516\" data-end=\"529\"\u003e🇬🇷 Greece\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"530\" data-end=\"548\" data-list-item-id=\"e7d83d19d1b85e543a9c0e3067911a6dd\"\u003e\u003cp data-start=\"532\" data-end=\"548\"\u003e🇬🇹 Guatemala\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"549\" data-end=\"565\" data-list-item-id=\"e3fc86030c1b2149f8364f34a668fb64e\"\u003e\u003cp data-start=\"551\" data-end=\"565\"\u003e🇭🇺 Hungary\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"549\" data-end=\"565\" data-list-item-id=\"ef796d0742651180b99d9ac859152e0f8\"\u003e\u003cp data-start=\"551\" data-end=\"565\"\u003e🇭🇳 Honduras (USD only)\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"566\" data-end=\"580\" data-list-item-id=\"e9e66593a13d0e29fd2fd548d1b98164a\"\u003e\u003cp data-start=\"568\" data-end=\"580\"\u003e🇮🇳 India\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"581\" data-end=\"599\" data-list-item-id=\"e6d66c038871794795c6ea961d528fc29\"\u003e\u003cp data-start=\"583\" data-end=\"599\"\u003e🇮🇩 Indonesia\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"600\" data-end=\"616\" data-list-item-id=\"ea7c043ffa4c91fffaffd2c422567e755\"\u003e\u003cp data-start=\"602\" data-end=\"616\"\u003e🇮🇪 Ireland\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"617\" data-end=\"632\" data-list-item-id=\"ea59bfabdb5df3cbf4c3286e531ab571b\"\u003e\u003cp data-start=\"619\" data-end=\"632\"\u003e🇮🇱 Israel\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"633\" data-end=\"647\" data-list-item-id=\"e89654051cbddd6d588d291ae002efb96\"\u003e\u003cp data-start=\"635\" data-end=\"647\"\u003e🇮🇹 Italy\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"633\" data-end=\"647\" data-list-item-id=\"e4eff6b9497107993919d524dae62270f\"\u003e\u003cp data-start=\"635\" data-end=\"647\"\u003e🇯🇴 Jordan (USD only)\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"648\" data-end=\"663\" data-list-item-id=\"eaa8d84bb7f8ae2569e2385ef33f8387e\"\u003e\u003cp data-start=\"650\" data-end=\"663\"\u003e🇱🇻 Latvia\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"664\" data-end=\"682\" data-list-item-id=\"edca7e139a0bd6f21cb86aed57277053e\"\u003e\u003cp data-start=\"666\" data-end=\"682\"\u003e🇱🇹 Lithuania\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"683\" data-end=\"702\" data-list-item-id=\"e6f4da9b43e4658549a8c0517c3164ff2\"\u003e\u003cp data-start=\"685\" data-end=\"702\"\u003e🇱🇺 Luxembourg\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"703\" data-end=\"717\" data-list-item-id=\"e5294f3af454158314a9f7b0ffdbbcffb\"\u003e\u003cp data-start=\"705\" data-end=\"717\"\u003e🇲🇹 Malta\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"718\" data-end=\"733\" data-list-item-id=\"ef1f11b2f68c0c8a45786e8626cfb9c30\"\u003e\u003cp data-start=\"720\" data-end=\"733\"\u003e🇲🇽 Mexico\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"734\" data-end=\"758\" data-list-item-id=\"ef3e9e3a89747d44197a6fcdfe2350f76\"\u003e\u003cp data-start=\"736\" data-end=\"758\"\u003e🇳🇱 The Netherlands\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"759\" data-end=\"779\" data-list-item-id=\"e9874470e44cb9af7e0f4afb961b523c0\"\u003e\u003cp data-start=\"761\" data-end=\"779\"\u003e🇳🇿 New Zealand\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"780\" data-end=\"795\" data-list-item-id=\"e567ad6c17e98802836cda3cdaa9b4d9c\"\u003e\u003cp data-start=\"782\" data-end=\"795\"\u003e🇳🇴 Norway\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"780\" data-end=\"795\" data-list-item-id=\"e3814a798a9bde6785e329cf3735e5567\"\u003e\u003cp data-start=\"782\" data-end=\"795\"\u003e🇵🇰 Pakistan (USD only)\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"780\" data-end=\"795\" data-list-item-id=\"e264cb2f9a1b7c96581a65e7052325f29\"\u003e\u003cp data-start=\"782\" data-end=\"795\"\u003e🇵🇦 Panama (USD only)\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"796\" data-end=\"813\" data-list-item-id=\"e0851ba3af5183531533af3ef661562cb\"\u003e\u003cp data-start=\"798\" data-end=\"813\"\u003e🇵🇾 Paraguay\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"814\" data-end=\"827\" data-list-item-id=\"e2eba52ad9fce2ac47fef3b5deafe581f\"\u003e\u003cp data-start=\"816\" data-end=\"827\"\u003e🇵🇪 Peru\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"828\" data-end=\"852\" data-list-item-id=\"e2f70c427596e90cb5af7433477b7cf19\"\u003e\u003cp data-start=\"830\" data-end=\"852\"\u003e🇵🇭 The Philippines\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"853\" data-end=\"868\" data-list-item-id=\"e0377a036fa8ee858e035f15deb29d97d\"\u003e\u003cp data-start=\"855\" data-end=\"868\"\u003e🇵🇱 Poland\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"869\" data-end=\"886\" data-list-item-id=\"e2260c7458731e058e1456d3e1db54363\"\u003e\u003cp data-start=\"871\" data-end=\"886\"\u003e🇵🇹 Portugal\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"869\" data-end=\"886\" data-list-item-id=\"e590e24afc48701bbd7eb0b1d5e308b3e\"\u003e\u003cp data-start=\"871\" data-end=\"886\"\u003e🇷🇸 Serbia (USD only)\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"869\" data-end=\"886\" data-list-item-id=\"eb267e68982479d368eaa219a4e2e8828\"\u003e\u003cp data-start=\"871\" data-end=\"886\"\u003e🇸🇬 Singapore (USD only)\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"887\" data-end=\"904\" data-list-item-id=\"e4a478588c2fcb481911cd1827e871122\"\u003e\u003cp data-start=\"889\" data-end=\"904\"\u003e🇸🇰 Slovakia\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"905\" data-end=\"922\" data-list-item-id=\"e10c8274fa10d843c9a99cb02f69a3747\"\u003e\u003cp data-start=\"907\" data-end=\"922\"\u003e🇸🇮 Slovenia\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"923\" data-end=\"944\" data-list-item-id=\"e5fc081caf2b20cc588061183653efa81\"\u003e\u003cp data-start=\"925\" data-end=\"944\"\u003e🇿🇦 South Africa\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"945\" data-end=\"959\" data-list-item-id=\"ed57ab84ceae4c3aaa5979ab0dbe5156e\"\u003e\u003cp data-start=\"947\" data-end=\"959\"\u003e🇪🇸 Spain\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"960\" data-end=\"975\" data-list-item-id=\"ea24a4e3ac9fe0045e9ecb1336bda4e69\"\u003e\u003cp data-start=\"962\" data-end=\"975\"\u003e🇸🇪 Sweden\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"960\" data-end=\"975\" data-list-item-id=\"e65bb660c95a3570f6c82b56be473f6a8\"\u003e\u003cp data-start=\"962\" data-end=\"975\"\u003e🇨🇭 Switzerland (USD only)\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"960\" data-end=\"975\" data-list-item-id=\"e48385c03078092c3ab728034e433086c\"\u003e\u003cp data-start=\"962\" data-end=\"975\"\u003e🇹🇼 Taiwan (USD only)\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"976\" data-end=\"993\" data-list-item-id=\"eac14a691df9c4fe69f2bc72b6d7eb1a5\"\u003e\u003cp data-start=\"978\" data-end=\"993\"\u003e🇹🇭 Thailand\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"976\" data-end=\"993\" data-list-item-id=\"e645fd04e87462258a0cb9ac4ce729bfc\"\u003e\u003cp data-start=\"978\" data-end=\"993\"\u003e🇹🇷 Turkey\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"994\" data-end=\"1023\" data-list-item-id=\"e660619b9bb1447ffb40abf8e4e3bae00\"\u003e\u003cp data-start=\"996\" data-end=\"1023\"\u003e🇦🇪 United Arab Emirates\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"1024\" data-end=\"1047\" data-list-item-id=\"ee8e8784ecdc7cb0903f2bab1a74470b2\"\u003e\u003cp data-start=\"1026\" data-end=\"1047\"\u003e🇬🇧 United Kingdom\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"1048\" data-end=\"1064\" data-list-item-id=\"e3bb0a4bbfaf2f77adebb8a3dfd801f7e\"\u003e\u003cp data-start=\"1050\" data-end=\"1064\"\u003e🇺🇾 Uruguay\u003c/p\u003e\u003c/li\u003e\n\u003cli data-start=\"1048\" data-end=\"1064\" data-list-item-id=\"e517f99896c1a8fa8f0c31ee722f0158a\"\u003e\u003cp data-start=\"1050\" data-end=\"1064\"\u003e🇻🇳 Vietnam (USD only)\u003c/p\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"01H84ZAZ53HVEJXT46M636CD99\"\u003eAdding An International Contractor on Justworks\u003c/h2\u003e\u003cp\u003e\u003cem\u003eIf you are using the Justworks Payroll platform, please see instructions \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/30467390157851-Justworks-Payroll-International-Contractors-and-Payments\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003ehere\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eTo get started, click the '\u003cstrong\u003eAdd a person'\u003c/strong\u003e shortcut from the \u003cstrong\u003eHome\u003c/strong\u003e screen of your Justworks account. \u003c/p\u003e\u003cp\u003e\u003cimg style=\"height: auto;\" src=\"https://help.justworks.com/hc/article_attachments/51147486205595\" alt=\"Screenshot 2026-06-01 at 4.38.59 PM.png\" width=\"2058\" height=\"1236\"\u003e\u003c/p\u003e\u003cp\u003eAlternatively, you can select the \u003cstrong\u003ePeople\u003c/strong\u003e tab on the dashboard and then click the '\u003cstrong\u003eAdd'\u003c/strong\u003e button on the top right-hand side of the screen. \u003c/p\u003e\u003cp\u003e\u003cimg style=\"height: auto;\" src=\"https://help.justworks.com/hc/article_attachments/51147499792155\" alt=\"Screenshot 2026-06-01 at 4.42.40 PM.png\" width=\"2784\" height=\"1290\"\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003eWithin the \u003cstrong\u003eInvitation center\u003c/strong\u003e, there will be an \u003cstrong\u003eAdd contractors or vendors\u003c/strong\u003e dropdown. Select the '\u003cstrong\u003eAdd contractor\u003c/strong\u003e' button on the right-side of the \u003cstrong\u003eInternational Contractors\u003c/strong\u003e option. \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2284/1208;\" src=\"https://help.justworks.com/hc/article_attachments/51147499793307\" alt=\"Screenshot 2026-06-01 at 5.51.11 PM.png\" width=\"2284\" height=\"1208\"\u003e\u003c/figure\u003e\u003cp\u003eSelecting '\u003cstrong\u003eAdd contractor'\u003c/strong\u003e for International Contractors will redirect you to an invite flow that differs from a standard invitation. It will require you to include the following information:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e83460fa6fb28d23a71c9e168c718984a\"\u003eContractor \u003cstrong\u003eFirst name\u003c/strong\u003e and \u003cstrong\u003eLast name\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ed8fce3e39efcdafa7d53d2fbbb842f70\"\u003eContractor's email address\u003c/li\u003e\n\u003cli data-list-item-id=\"e08f971e1aa31127a184a6fa0faf45dd9\"\u003eContractor's work location\u003c/li\u003e\n\u003cli data-list-item-id=\"ef9e5b27c57a423499d78acef2b38d9c1\"\u003eBrief description of the services the Contractor will be providing\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eIn addition to the required fields above, you can add an optional custom note to be included with the International Contractor’s invitation email.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2098/1442;\" src=\"https://help.justworks.com/hc/article_attachments/51147499794715\" width=\"2098\" height=\"1442\"\u003e\u003c/figure\u003e\u003cp\u003eOnce all required fields are complete, you can click the\u003cstrong\u003e 'Invite' \u003c/strong\u003ebutton at the bottom of the page. \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2098/228;\" src=\"https://help.justworks.com/hc/article_attachments/51147486212379\" alt=\"Screenshot 2026-06-01 at 6.02.21 PM.png\" width=\"2098\" height=\"228\"\u003e\u003c/figure\u003e\u003cp data-renderer-start-pos=\"2203\"\u003eOnce the invitation is sent, the Contractor, along with their assigned country, will be visible in the \u003cstrong\u003eContractors\u003c/strong\u003e tab within the \u003cstrong\u003ePeople\u003c/strong\u003e section of the Justworks platform. \u003c/p\u003e\u003cp data-renderer-start-pos=\"2203\"\u003eThe three statuses you may see will include:\u003c/p\u003e\u003cul class=\"ak-ul\" data-indent-level=\"1\"\u003e\n\u003cli data-list-item-id=\"eca95b4a618ba35f304cfc2b288f47554\"\u003e\u003cp data-renderer-start-pos=\"2347\"\u003e\u003cspan class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#97a0af\"\u003e\u003cstrong data-renderer-mark=\"true\"\u003ePending\u003c/strong\u003e\u003c/span\u003e; this means the Contractor has yet to accept the invite that was emailed to them.\u003c/p\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e2376e17735c45ab206f6f901de81ccde\"\u003e\u003cp data-renderer-start-pos=\"2443\"\u003e\u003cspan class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#ffc400\"\u003e\u003cstrong data-renderer-mark=\"true\"\u003eOnboarding\u003c/strong\u003e\u003c/span\u003e; this means the Contractor has not fully proceeded through the onboarding flow. If the Contractor escapes the onboarding flow, they can return by logging in at \u003ca class=\"css-tgpl01\" href=\"http://contractor.justworks.com/\" title=\"http://contractor.justworks.com\" data-testid=\"link-with-safety\" data-renderer-mark=\"true\"\u003econtractor.justworks.com\u003c/a\u003e.\u003c/p\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e3fb7584154079b4d16804aa3e26eddf5\"\u003e\u003cp data-renderer-start-pos=\"2727\"\u003e\u003cspan class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#36b37e\"\u003e\u003cstrong data-renderer-mark=\"true\"\u003eReady for Payment\u003c/strong\u003e\u003c/span\u003e; this means the Contractor has fully proceeded through the onboarding flow, and the admin may now schedule payments.\u003c/p\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eTo \u003cstrong\u003ecancel or resend an invite \u003c/strong\u003ethat has not been accepted, \u003cstrong\u003eclick the ellipsis \u003c/strong\u003eto the right of the Contractor's status as shown below. \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1916/946;\" src=\"https://help.justworks.com/hc/article_attachments/51147499798299\" width=\"1916\" height=\"946\"\u003e\u003c/figure\u003e\u003cp\u003eWhen an invite is canceled, the profile is removed from the admin view, and the contractor may no longer use the invite to create an account.\u003c/p\u003e\u003ch2 id=\"01H851P9ZWGDVZPQ4YDFJMHSX1\"\u003eInvitation Flow (Contractor)\u003c/h2\u003e\u003cp\u003eOnce an international contractor has been added, an invitation email will be sent to the email address provided with a link to \u003cstrong\u003eAccept Invitation\u003c/strong\u003e.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 500/674; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/19144350121371\" alt=\"image-20230927-151522.png\" width=\"500\" height=\"674\"\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003eBy clicking \u003cstrong\u003eAccept invitation\u003c/strong\u003e, they will be directed to our \u003ca href=\"http://contractor.justworks.com\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eInternational Contractor portal site\u003c/a\u003e. This is a separate site from the domestic Justworks login and will prompt them to create an account if they do not already have an existing international contractor account.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 500/538; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/19144350130075\" alt=\"image-20230927-151351.png\" width=\"500\" height=\"538\"\u003e\u003c/p\u003e\u003cp\u003eThey will begin filling out their profile with key information such as legal name, date of birth, address, and a brief description of their contract work.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 500/453; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/19144338234651\" alt=\"Screenshot 2023-09-27 at 9.33.18 AM.png\" width=\"500\" height=\"453\"\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 500/542; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/19144350148379\" alt=\"Screenshot 2023-09-27 at 9.33.46 AM.png\" width=\"500\" height=\"542\"\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003eAdditionally, contractors need to enter their bank account information for the account where they’d like to receive payments. International Contractors can receive payments in either USD or their local currency, depending on their country and the banking details provided.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 498/479; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/19144338241435\" alt=\"Screenshot 2023-09-27 at 9.48.31 AM.png\" width=\"498\" height=\"479\"\u003e\u003c/p\u003e\u003cp\u003eAfter onboarding, international contractors can add or change your bank account information by clicking their name in the upper-right corner of their account.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 500/414; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/22804962481691\" alt=\"Screenshot 2024-02-09 at 10.58.23 AM.png\" width=\"500\" height=\"414\"\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 500/379; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/22804915338395\" alt=\"Screenshot 2024-02-09 at 10.59.15 AM.png\" width=\"500\" height=\"379\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 500/571; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/22804915358363\" alt=\"Screenshot 2024-02-09 at 10.59.31 AM.png\" width=\"500\" height=\"571\"\u003e\u003c/p\u003e\u003cp\u003eTo ensure compliance with Know Your Customer (KYC) standards, Justworks partners with Persona for secure identity verification. In this segment of the onboarding flow, the contractor will be prompted to agree to Persona’s Terms of Use.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/19144350155547\" alt=\"Screenshot 2023-09-27 at 10.28.10 AM.png\" width=\"500\" height=\"287\"\u003e\u003c/p\u003e\u003cp data-renderer-start-pos=\"5968\"\u003eClicking \u003cstrong data-renderer-mark=\"true\"\u003eLaunch Persona\u003c/strong\u003e will direct the contractor to Persona’s verification flow. Here is what the contractor will need to ensure they complete the KYC verification process successfully:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e2ff9fbc869092e6bbe4040beafb519cf\"\u003eA valid form of government-issued ID, such as a driver's license or passport;\u003c/li\u003e\n\u003cli data-list-item-id=\"ea6755fd18a590aab70f3ce42112dae63\"\u003eAny device with a supported web browser that has an unobstructed camera;\u003c/li\u003e\n\u003cli data-list-item-id=\"ea9891679cb7a6f4ac9928b38eef23f8d\"\u003eA well-lit room to ensure the camera takes a clear photo;\u003c/li\u003e\n\u003c/ul\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 500/445; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/19144338254235\" alt=\"Screenshot 2023-09-27 at 10.30.33 AM.png\" width=\"500\" height=\"445\"\u003e\u003c/p\u003e\u003cp\u003eOnce the contractor clicks \u003cstrong\u003eBegin verifying\u003c/strong\u003e, they will be prompted to select the country their government ID is from, then upload that form of ID. The form of ID that the contractor can opt to provide will vary depending on the country they select.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 500/441; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/19144350168987\" alt=\"Screenshot 2023-09-27 at 10.31.01 AM.png\" width=\"500\" height=\"441\"\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 500/441; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/19144338262043\" alt=\"Screenshot 2023-09-27 at 10.48.46 AM-20230927-144902.png\" width=\"500\" height=\"441\"\u003e\u003c/p\u003e\u003cp\u003eOnce the government ID is uploaded and scanned successfully, the contractor will be prompted to verify their identity by taking a live profile picture. The contractor should ensure that they’re in a well-lit room and that any headphones, glasses, or head gear not present in their government ID photo are removed.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 500/445; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/19144350197915\" alt=\"Screenshot 2023-09-27 at 11.47.16 AM-20230927-155919.png\" width=\"500\" height=\"445\"\u003e\u003c/p\u003e\u003cp\u003eUpon a successful live photo verification, clicking \u003cstrong\u003eDone\u003c/strong\u003e will conclude the onboarding process and redirect the contractor to the home page of their account.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 500/444; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/19144338276123\" alt=\"Screenshot 2023-09-27 at 11.49.48 AM-20230927-160301.png\" width=\"500\" height=\"444\"\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003eFrom the home page of their account, the contractor will see their payment history at a glance and have the option to update their bank account at any time.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 501/344; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/19144272667803\" width=\"501\" height=\"344\"\u003e\u003c/p\u003e\u003cp\u003eIf an international contractor has already set up an account, they can use the same account used to receive previous payments. Their profile will allow them to review any payments they have received from any Justworks-related company.\u003c/p\u003e\u003ch2 id=\"h_01JBC9WT6NDNFGFTQJT42NXWJS\"\u003eHow to Schedule Payments for Your International Contractor \u003c/h2\u003e\u003cp\u003eYou can pay your International Contractors by clicking \u003cstrong\u003eMake a payment\u003c/strong\u003e on the home page or \u003cstrong\u003ePay\u003c/strong\u003e on the dashboard, then selecting \u003cstrong\u003eInternational\u003c/strong\u003e from the \u003cstrong\u003eMake a payment\u003c/strong\u003e dropdown on the top-right corner of the screen.\u003c/p\u003e\u003cfigure class=\"wysiwyg-table\" style=\"height: 528.922px; width: 656px;\"\u003e\u003ctable style=\"background-color: transparent; border-collapse: collapse; border-spacing: 0px; margin-left: 0px; margin-right: auto;\"\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd style=\"padding: 0.4em;\"\u003e\u003cfigure style=\"width: 566.82px;\"\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/53392811414939\" width=\"624\" height=\"368.5846777219179\"\u003e\u003c/p\u003e\u003c/figure\u003e\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003c/figure\u003e\u003cp\u003eOn the \u003cstrong\u003eInternational payments\u003c/strong\u003e page, click the \u003cstrong\u003eContractor pay\u003c/strong\u003e payment type.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/53392835863963\" width=\"624\" height=\"376\"\u003e\u003c/p\u003e\u003cp\u003eFrom there, you will select the desired processing date, the contractor, and enter the payment details. \u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/53392835867035\" width=\"624\" height=\"368\"\u003e\u003c/p\u003e\u003cp\u003eOnce you input the amount in USD, you will see an estimated final amount in the contractor’s local currency if they receive payments in USD. That estimate will be based on the current exchange rate.\u003c/p\u003e\u003cp\u003ePlease note that the estimated local currency amount may change. The final amount will be determined by the exchange rate at the time the payment is processed.\u003c/p\u003e\u003ch2 id=\"h_01KY5EZHB7Q13N5V3J41KGWDW1\"\u003e\u003cstrong\u003eHow to View Payments to International Contractors\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eAdmins can easily view payments to International Contractors using the following options:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"efcffe637f22b4d489de23c630061aada\"\u003e\n\u003cstrong\u003eView Payments on Member Profile\u003c/strong\u003e: International Contractor payments can be accessed via the \u003cstrong\u003eView Payments\u003c/strong\u003e button on the top-right of the contractor's member profile. From there, you can see detailed information about each payment. \u003cem\u003eHowever, please note that deleting payments is not currently possible.\u003c/em\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e3050e44db1f8e2b698b71ea1675dcca6\"\u003e\n\u003cstrong\u003eInternational contractors report\u003c/strong\u003e: Another way to track payments is through the \u003cstrong\u003eInternational contractors\u003c/strong\u003e report, which can be found in the \u003cstrong\u003eAnalytics\u003c/strong\u003e tab. This report provides a consolidated view of all payments made to international contractors.\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/53392835873563\" width=\"624\" height=\"361\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01KY5EZB9DT54YMAC5GVQVKKQA\"\u003eTax Implications\u003c/h2\u003e\u003cp\u003eAt this time, Justworks does not determine what, if any, taxes apply in connection with the use of our international contractor payment service, or what, if any, taxes apply with respect to the services provided by the international contractor. The contractor and/or company are solely responsible for the reporting of payments and/or remittance of any applicable taxes to local tax authorities, as well as the issuance of any applicable tax forms.\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"emailed to them. \u003cem\u003eOnboarding\u003c/em\u003e; this means the Contractor has not fully proceeded through the \u003cem\u003eonboarding\u003c/em\u003e flow. If the Contractor","result_type":"article"},{"id":39815418058779,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/39815418058779.json","html_url":"https://help.justworks.com/hc/en-us/articles/39815418058779-International-Contractors-How-to-Select-Currency-Preference-for-Payment-Receive-Payment-in-USD","author_id":23296377865627,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":24025565585179,"created_at":"2025-08-08T16:13:05Z","updated_at":"2026-01-07T15:21:13Z","name":"International Contractors - How to Select Currency Preference for Payment (Receive Payment in USD)","title":"International Contractors - How to Select Currency Preference for Payment (Receive Payment in USD)","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-01-07T15:21:13Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01J5DSMSE0P2KPPFR8SGRVNW0Z","01K0VZMR20SZMS27A6NQEBY7S9"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/39920007113627\" alt=\"Employer - ICP.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks International Contractor Payments. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eJustworks enables USD payments for international contractors in all supported countries. This allows contractors to receive USD via ACH credits using a personal virtual wallet or a US-based bank account.\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://www.justworks.com/international-contractors\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about how our International Contractors can help you manage your global team here.\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01K2567G8ZYSFE4PK4DMA8QPA0\"\u003e\u003cspan class=\"wysiwyg-font-size-x-large\"\u003eCurrency Selection - Onboarding for New International Contractors\u003c/span\u003e\u003c/h2\u003e\u003cp\u003eOnce an international contractor receives an invitation to onboard to the Justworks platform, they will be asked to create their profile and then prompted to enter their bank account information. They will then be given the option to either select to receive payments in their local currency (based on their country of residence) or USD (United States Dollar).\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1750/1136;\" src=\"https://help.justworks.com/hc/article_attachments/39815418047003\" width=\"1750\" height=\"1136\"\u003e\u003c/figure\u003e\u003cp\u003eIf they select to be paid in USD, they will then be promoted to select how they want to receive payments - either to a Digital wallet (like Wise) or to a U.S.-based bank. They will need to enter in the respective U.S.-based account number and routing number. They then need to select that they agree to Justworks’ International Payment Terms, and then select Save \u0026amp; Continue, and complete the onboarding process by verifying their identity.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1754/1192;\" src=\"https://help.justworks.com/hc/article_attachments/39815418047771\" width=\"1754\" height=\"1192\"\u003e\u003c/figure\u003e\u003ch2 id=\"h_01K256CFH5QWD4K2WNC35DGTBP\"\u003e\u003cspan class=\"wysiwyg-font-size-x-large\"\u003eCurrency Selection - Updating Banking Information for Current International Contractors\u003c/span\u003e\u003c/h2\u003e\u003cp\u003eFor international contractors that are currently setup in Justworks and would like to switch to receiving USD. They can update their payment preferences by selecting the drop-down arrow next to their profile name in the platform then select Bank account, and follow the same process listed above.\u003c/p\u003e\u003ch2 id=\"h_01K256DCMY6ES3RZ8TC5Z9TQHW\"\u003e\u003cspan class=\"wysiwyg-font-size-x-large\"\u003eAdmin View - Paying an International Contractor that Selects to Receive USD Payments\u003c/span\u003e\u003c/h2\u003e\u003cp\u003ePayments made to international contractors that have selected to be paid in USD will show a currency rate of 1.000. USD payments will populate on the right-hand side of the screen - admins need to then select Continue.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2038/1208;\" src=\"https://help.justworks.com/hc/article_attachments/39815431487003\" width=\"2038\" height=\"1208\"\u003e\u003c/figure\u003e\u003cp\u003eThe admin can then review payment details in USD and then select Submit Payment.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1768/1432;\" src=\"https://help.justworks.com/hc/article_attachments/39815431489307\" width=\"1768\" height=\"1432\"\u003e\u003c/figure\u003e\u003ch2 id=\"h_01K256F56VWFQB8SCYXGYVMW8M\"\u003e\u003cspan class=\"wysiwyg-font-size-x-large\"\u003eViewing Payments Received - International Contractors\u003c/span\u003e\u003c/h2\u003e\u003cp\u003eInternational contractors can then view their payments in USD. *If the contractor has multiple payments in both their local currency and USD, both types of payments would be listed.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1664/778;\" src=\"https://help.justworks.com/hc/article_attachments/39815431490715\" width=\"1664\" height=\"778\"\u003e\u003c/figure\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e\u003cp\u003e \u003c/p\u003e","user_segment_ids":[],"snippet":"Selection - \u003cem\u003eOnboarding\u003c/em\u003e for New International Contractors Once an international contractor receives an invitation to \u003cem\u003eonboard\u003c/em\u003e to the","result_type":"article"}]}