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 and a signed copy of our service agreement:
Click here to access PayTrak's onboarding package
Or scroll down to access embedded form
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 employee data and year-to-date information using the below templates:
Download Employee Upload Template
Download PayTrak YTD Back Work Template
Fill out PayTrak's Onboarding Package Below: