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
Step 2: General Business Information
Enter your business information
Legal company name: The name that you use on the paperwork you file to create your business
DBA: A name that a business uses that is different from its legal name or trade name
Federal EIN: An Employer Identification Number (EIN) is also known as a Federal Tax Identification Number and is used to identify a business entity
NAICS Code: The North American Industry Classification System (NAICS) is a six-digit coding system that classifies businesses by industry
Business Type: Choose if your company is a corporation, LLC, non-profit, partnership, etc.
Enter your corporate address
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
Enter a physical legal mailing address (not a PO Box).
Enter all work locations
The work location determines your tax responsibilities.
If you have multiple work locations, you can add them all here.
Enter the owner and/or officer information
Legal owners’ names, home addresses, Social Security numbers, and birth dates.
They are the primary people authorized to sign POAs and other legal documents.
Enter your bank account information
Connect your payroll bank account so you can use direct deposit and we can pay and file your payroll taxes.
Step 3: Payroll Setup
Payroll starting date
Select the date when you want to start paying your employees through Fingercheck.
Employee data
Now you’ll start adding your employees.
Adding multiple employees at once for self-onboarding is recommended for companies with more than 5 employees.
Adding individual employees manually is recommended for companies with less than 5 employees.
Payroll history
Select how you’ve run your payroll in the past
Depending on your answer, you may be able to import pay history information instead of entering it manually.
If you have paid employees this year, you’ll have more tasks to complete before you can run payroll. See Year-to-Date.
Step 4: Select Additional Features
Direct deposit
Choose if you want to pay some of your employees via direct deposit vs. paper checks.
PayCards
Choose if you want to pay some of your employees via PayCards.
Their paychecks will be loaded directly onto the card each payday; it’s just like direct deposit.
Workers’ Compensation insurance
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.
You can link workers' comp to your payroll, so you can pay premiums based on actual wages, not estimates.
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.
This way, there are no year-end surprises.
HR Compliance
Choose if you would like to enroll in HR Compliance.
HR Compliance provides expert HR options, including:
State HR guidelines, law library, and state and federal law alerts, HR documents and forms, on-demand HR training, and the HR Advisor newsletter.
Background checks
Choose if you want to enable background checks for new applicants and existing employees.
Enabling background checks enhances security and trust by ensuring a safer environment and verifying the qualifications and integrity of individuals.
It also helps meet regulatory requirements and protects the company's reputation by screening out potential risks.
Electronic child support and garnishments
Choose if you want to offer the ability to send child support payments or wage garnishments electronically to the appropriate agencies for your employees.
Accountant access
Choose if you want to give your accountant or bookkeeper access to our partner portal to streamline taxes.
Our easy-to-use Accountant Portal has all tax information, general ledgers, payroll, and any other data your accountant needs.
Step 5: Agreements
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 Wizard is complete and you will end up on the Main Dashboard.