Onboarding Documents
In order to get started, we'll need important business and payroll data from the client
First, we'll need a copy of the client's corporate payroll information
Download Schedule 1 Fillable PDF
Download Master Implementation Schedule Calculator
Note: Please be prepared to submit all year-to-date payroll information in excel format during onboarding with PayTrak. You will also need to have your previous payroll provider issue ROEs for employees prior to coming onboard with PayTrak.
Next, the client will need to provide year-to-date information using the below template:
Download PayTrak YTD Back Work Template
Finally, employee data must be generated from WebGlobe.