A few tasks must be completed before paying your team. You can use this guide to get started.

Step 1: Welcome Message

Documents needed to complete the Setup Wizard:

Business legal name, address, & EIN
Tax documents
- SS-4 or past quarterly returns, payroll history, and state tax registration
Bank details
- Account and routing (ABA) numbers
Workers’ Comp information

Enter your business information
1. Legal company name: The name that you use on the paperwork you file to create your business
2. DBA: A name that a business uses that is different from its legal name or trade name
3. Federal EIN: An Employer Identification Number (EIN) is also known as a Federal Tax Identification Number and is used to identify a business entity
4. NAICS Code: The North American Industry Classification System (NAICS) is a six-digit coding system that classifies businesses by industry
  1. Learn more about NAICS here.
5. Business Type: Choose if your company is a corporation, LLC, non-profit, partnership, etc.
Enter your corporate address
1. It is your business's registered address, used when you applied for your EIN. This can be found on your IRS SS-4 notice and on any other IRS document.
Enter your mailing address
1. Enter a physical legal mailing address (not a PO Box).
Enter the owner and/or officer information
1. Legal owners’ names, home addresses, Social Security numbers, and birth dates.
2. They are the primary people authorized to sign POAs and other legal documents.
3. All owners will receive an email verification.

Enter all work locations
1. The work location determines your tax responsibilities.
2. If you have multiple work locations, you can add them all here.
Tax IDs and rates
1. Enter your tax IDs and set rates for each tax jurisdiction
2. Tax jurisdictions are automatically created based on the work locations you entered
3. Adjust your tax rates if they differ from the default rates.
Enter your bank account information
1. Connect your payroll bank account so you can use direct deposit and we can pay and file your payroll taxes.
2. Learn how to add your bank account here.
Payroll starting date
1. Select the date when you want to start paying your employees through Fingercheck.
Payroll history
1. Select how you’ve run your payroll in the past

Direct deposit
1. Choose if you want to pay some of your employees via direct deposit vs. paper checks.
PayCards
1. Choose if you want to pay some of your employees via PayCards.
2. Their paychecks will be loaded directly onto the card each payday; it’s just like direct deposit.
3. Learn more about PayCards here.
Pay On-Demand
1. Empower your employees with instant access to
  their earned wages—anytime they need it
  Fingercheck advances the funds, ensuring no impact
  on your business cash flow.,
  All calculations and adjustments are automated
  during payroll processing for a seamless experience.
Workers’ Compensation insurance
1. Choose if you have an active Workers’ Comp Insurance policy and if you would like to learn more about Fingercheck's integrated Worker's Compensation Insurance services, including Pay-As-You-Go.
2. You can link workers' comp to your payroll, so you can pay premiums based on actual wages, not estimates.
3. We can actualize your worker's comp premiums in real-time, so instead of estimating all year with other providers, with Fingercheck, you only pay what you owe.
4. This way, there are no year-end surprises.

Configure overtime settings
1. The system ensures accurate calculations, making payroll easier and more compliant.
2. We’ve pre-selected the Federal Overtime rule as the default
3. Please review and adjust based on your companies policies
Designate the beginning of your workweek
1. Select the day to start your workweek.
2. Most businesses set Sunday as the first day of the week for consistency, even if they don’t operate on that day
3. This day is important for overtime calculations
4. Setting a start date for the week allows the system to know when to start calculating to determine how many hours have been worked within a week.

HR Compliance
1. Choose if you would like to enroll in HR Compliance.
2. HR Compliance provides expert HR options, including:
  1. State HR guidelines, law library, and state and federal law alerts, HR documents and forms, on-demand HR training, and the HR Advisor newsletter.
  2. Learn more about HR Compliance here.
Background checks
1. Choose if you want to enable background checks for new applicants and existing employees.
2. Enabling background checks enhances security and trust by ensuring a safer environment and verifying the qualifications and integrity of individuals.
3. It also helps meet regulatory requirements and protects the company's reputation by screening out potential risks.
4. Learn about background checks here.
Electronic child support and garnishments
1. Choose if you want to offer the ability to send child support payments or wage garnishments electronically to the appropriate agencies for your employees.
2. Learn more about it here.
Accountant access
1. Choose if you want to give your accountant or bookkeeper access to our partner portal to streamline taxes.
2. Our easy-to-use Accountant Portal has all tax information, general ledgers, payroll, and any other data your accountant needs.
3. Learn more about it here.

All Power of Attorney forms, debit authorizations, and legal documents are to be signed by an authorized signer, such as the owner, president, CEO, or board member.
After signing the agreements, the Setup Assistant is complete and you will end up on the Main Dashboard.