Hiring an independent contractor? You easily add them to Fingercheck, and while onboarding, you can take care of their tax compliance.
In this article, you will learn about:
How to add an independent contractor
Log in to your Fingercheck account as an Administrator or Supervisor.
Click the EMPLOYEES tab.
Click New Employee on the right side of the window.
The Setup Profile Wizard opens.
Select Contractor/1099, and click Next.
Complete the wizard to add the contractor.
You'll be required to provide basic information, such as the employee's name, ID number, clock number, and so on.
The Tax Type will automatically be set to NEC1099.
At the bottom of the page, turn on the Enable Employee Self-Onboarding toggle.
The system will send an email invitation to the address you entered for the Work Email field.
How to finalize the contractor onboarding
The independent contractor will create their own employee self-service login. Once they log in, they can begin where you left off, and start on entering their Personal Info. The fields are self-explanatory.
After the contractor completes the onboarding wizard, you will receive an email to complete the onboarding.
Click the link in the email you receive.
Review the employee's verification.
Click Next on the Payments page (the last page in the wizard).
In the pop-up window that appears, click Activate.
What if I already created their employee profile?
If the employee has never been paid before in Fingercheck, you can still change the employee's Tax Type even after onboarding is done.
Important: If the employee has been paid, the system will not allow the Tax Type field to be changed. (It will revert back to W2 after the page refreshes.) To resolve this problem, change this employee's record to Terminated status (click the Active button underneath their picture in their profile), and create a new employee record, using the directions from the beginning of this article.
From the Fingercheck Dashboard, click the EMPLOYEES tab.
Click the employee's name to open their profile.
Under Personal, click Position & Rates.
Scroll down to the Pay Information section, click the Edit icon (pencil).
From the Tax Type drop-down list, select the tax type.
Go to Payroll > Taxes.
If you are changing from W2 to 1099, click the Trash Can icon for every line on this screen, to remove all of the tax codes on the Employee Taxes tab and the Employer Taxes tab.
If you are changing from 1099 to W2:
Click the Actions icon (hamburger icon) in the upper-right of the page. Select Add Tax Codes.
In the pop-up window, click Load By Address. Make sure all of the options are selected, and click Add at the bottom.
Click the Edit icon (pencil) for FWT - Federal Withholding. Complete the fields, and click Save.