Please note: this article is about the Justworks Payroll product. Not sure which product you're using? Check out: How Do I Know Which Justworks Product I Have?
To add members to your company’s Justworks Payroll account, an admin with Company Settings permissions will need to click the ‘Add a person’ button on their Justworks Payroll dashboard.
On the next page, the new member’s details will need to be entered.
The details requested include:
- Member type
- Pay rate (if applicable)
- Full name
- Phone number
- Email address
- Title
- Office location
- Start date
For member type, these are the options available:
-
Employee: This would apply to members earning W-2 wages.
- This category includes hourly employees, salaried exempt employees, and salaried non-exempt employees
- Contractor: This would apply to members receiving 1099 payments.
- Paid owner: This would apply to owners who will be receiving regular salary payments.
- Unpaid owner: This would apply to owners who will not be receiving regular salary payments. Unpaid owners can schedule owner’s draws and other one-time payments for themselves whenever needed.
- Third party admin: This would apply to members who will not be receiving any payments through the platform, but need access to company-level account information. Check out this article for more information on Inviting Third Party Admins and Accountants
Once all of the new member’s information has been filled out, you will see invite options listed at the bottom of the page. This will allow you to choose when the new member should receive their invitation link to join Justworks Payroll.
When the new member receives their Justworks Payroll invite email, they will need to use the link included in that email to complete their account set up and ensure they’re ready to receive payments through the platform.
Granting Admin Permissions to Members
If a new member needs admin permissions, a current admin with Company Settings permissions will need to bring up the new member’s profile page in Justworks Payroll and click the 'Permissions' tab on the left side of the page.
Once here, you can click the 'Edit' button. On the next page, you will be able to check off all of the admin permissions the member needs, and save those changes. You’ll find a description for each permission set by clicking the down arrow. Permissions can be changed at any time.
Then, the member will be able to view the company-level account information they need to access.
Disclaimer
This 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.