This article is about Justworks PEO and Payroll. What product am I using?
Enrolling in Justworks as an employee 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, employees will add their contact and financial info.
The first portion of onboarding will need employees to add their contact and financial info.
Employees make sure their name is spelled correctly, and enter in 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 also 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"
Lastly, they will log into Justworks with the username and password they just created, and set up multi-factor authentication (MFA).
You can read more about MFA methods in our Multi-Factor Authentication Help Center article.
Once they’ve set up MFA, they’ll be directed to their Onboarding Checklist in Justworks.
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.