This article is about Justworks Payroll. What product am I using?
Employee Enrollment with Justworks Payroll
Enrolling with Justworks Payroll is easy. First, company administrators can follow these steps to send their team members an invitation to Justworks Payroll.
Once an admin adds a member to their company’s account, the member will receive an email with an invitation link to Justworks. Employees will need to use the link directly from that email to ensure that the account they set up is connected to their company.
After the employee clicks the invitation link, they will be prompted to create a username and password. Next, employees will be taken to their Justworks Payroll dashboard, where they will be prompted to add their personal details by completing the steps outlined under the Your tasks section.
Screenshot showing the 'Your tasks' section of an employee's dashboard.
Completing these tasks will include entering items like their date of birth and Social Security Number. Employees will also need to submit their contact info, such as their home and mailing address, so we know where to send their tax forms at the end of the year.
Employees’ withholding information will also be collected to ensure their payments are taxed correctly. New members should be sure to refer to Form W-4 when submitting this information. This guide can also help employees navigate entering their withholding information.
Screenshot showing the Tax withholding information that will need to be provided for an employee.
Please note that all of the tasks listed in the Your tasks section will need to be completed in order for an employee to start receiving payments through the platform. Admins will have an alert flagged in the Alerts section of their Justworks Payroll dashboard for any members with outstanding information needed to issue payments to the member.
Screenshot showing the 'Alerts' section on an admin's dashboard.
These alerts will also show up when the admin clicks into the Employees tab to ensure they’re aware of any members who still need to finish their account setup. If needed, the admin will also be able to resend the invitation link from this page.
Screenshot of the 'Alerts' section in the Employees tab of an admin's account.
After an employee has completed their enrollment tasks, the information they entered will be saved in the Account Settings tab of their Justworks Payroll account. In this tab, they will be able to view and edit their information as needed.
Once member enrollment has been completed, any applicable alerts will disappear, and you’ll be all set! If any further information is needed, you'll receive a notification right in your Justworks Payroll account.
Disclaimer
This 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.