Skip to main content
All CollectionsGetting Started with Fingercheck
Get Started with Fingercheck: Set Up Your Team (Part 1)
Get Started with Fingercheck: Set Up Your Team (Part 1)

Get started with Fingercheck Part 1: Set Up Your Team helps you add personnel, the first of three steps to start your first payroll.

Gina Schrandt avatar
Written by Gina Schrandt
Updated over 6 months ago

It’s time to add your employees, so we can get your team paid. We offer three options to add your employees to Fingercheck.


This method is recommended for companies with more than 5 employees.

Add Multiple Employees via Self-Onboarding

  1. Log in to your Fingercheck account as an Administrator.

  2. Select Employees tab.

  3. Click Invite Multiple Employees.

  4. Click Download template.

    1. With the template, you can invite all employees to self-onboard by providing minimal details:

      1. First name

      2. Middle initial (optional)

      3. Last name

      4. Email address

      5. Tax work location

      6. W2 or 1099

      7. Hourly or Salary

      8. Pay rate

      9. Employee number (if field is left blank, you will have the opportunity to autogenerate a number)

    2. Complete the template fields and upload to Fingercheck.

  5. Review employee details.

    1. Edit employee information by clicking directly on the item to update that field

    2. Click Add Employee to manually enter a new employee into the table

    3. Click the Trashcan icon to delete an employee

    4. Click the Dice icon to have Fingercheck assign the next available Employee #

  6. When you are satisfied with the information, click Send invites.

  7. The employee will receive an email with instructions to finish self-onboarding.

  8. When the employee completes the information you will receive a confirmation email.


This method is recommended for companies with less than 5 employees.

Manually Add Individual Employees via Self-Onboarding

  1. Select Employees tab.

  2. Click Invite Multiple Employees.

  3. Click Add Multiple Employees Manually.

    1. In the slide-out fill in the following required fields:

      1. First name

      2. Middle initial (optional)

      3. Last name

      4. Email address

      5. Tax work location

      6. W2 or 1099

      7. Hourly or Salary

      8. Pay rate

      9. Employee number (if field is left blank, you will have the opportunity to autogenerate a number)

  4. Review employee details.

    1. Edit employee information by clicking directly on the item to update that field

    2. Click Add Employee to manually enter a new employee into the table

    3. Click the Trashcan icon to delete an employee

    4. Click the Dice icon to have Fingercheck assign the next available Employee #

  5. When you are satisfied with the information, click Send invites.

  6. The employee will receive an email with instructions to finish self-onboarding.

  7. When the employee completes the information you will receive a confirmation email.


Given its high labor intensity, this method is advised for extremely small businesses only.

  1. Manually Add Individual Employees without Self-Onboarding

  1. Go to the Employee tab

  2. Click +New Employee.

  3. A slide-out will open up, then select employee type: W-2 or 1099

    1. W-2 employees are the standard worker classification

    2. 1099 refers to freelancers, contractors, consultants, and other short-term jobs

  4. Complete the Basic Information for your employee.

  5. Fill in the required fields (*)

    1. Name

    2. Employee number

    3. Clock number

    4. Work email

    5. Tax work location

    6. Job title

    7. Full or part-time–

    8. Pay rate

  6. If you want to enter all of your employee's information, then do not turn on the "Enable Self-Onboarding" toggle.

  7. Click Next to save the data and move on to the next steps


Here is a video showing you each of the three methods:

Did this answer your question?