This article is about Justworks PEO and Payroll. What product am I using?
Enrolling an employee in Justworks is easy. Administrators can take these steps to send an invitation to Justworks by following the steps outlined in Adding People to your Account.
Once 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.
First, employees will create a username and password.
After they create an account, they will be prompted to set up multi-factor authentication (MFA).
You can read more about MFA methods in our Multi-Factor Authentication Help Center article.
Employees will then add their contact and financial info.
The first portion of onboarding will need employees to add their contact and financial info.
Employees need to make sure their name is spelled correctly, and enter their personal details, such as Date of Birth, and Social Security Number.
Employees 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.
Then, 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.
Employees need to enter tax information, such as withholding status and extra withholding. Be sure to refer to Form W-4 when submitting this information.
Keep in mind that the additional withholding amount specified here will only refer to regular salary or wage payments, and not supplemental payments.
If 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 Questions about my Paycheck.
Once they double-check everything and confirm their contact and financial info, employees can complete their portion of the Form I-9.
Lastly, employees will be prompted to accept the Worksite Employee Acknowledgment and review any documents assigned by their administrator to complete their onboarding.
Once all sections are complete, employees will be prompted to click on "Done"
Once they click Done, they’ll be directed to Home where they will see any remaining tasks and pending actions that need to be completed.
Complete your onboarding tasks before payroll runs
You can log in as soon as you receive your account invitation, even if your company's official go-live date is the next day. Once you have access, you can finish your onboarding tasks right away.
Once you've finished onboarding, you can download the Justworks Mobile App for everyday tasks like viewing paystubs and requesting time off.
What happens if onboarding isn't finished
If you have unfinished onboarding tasks, we may not be able to process your pay with the rest of your company's payroll. We need your complete payment and tax information to pay you accurately.
If you miss a payment because onboarding wasn't complete, your admin can schedule an off-cycle payment to make it up. Admins can find the steps in Justworks Payroll: Scheduling Off-Cycle Payments. They can also read about making up missed salary payments in our Payments and Fees article.
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.