Payroll Setup

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General payroll setup when setting up a new client with a 3rd party payroll provider. (i.e. Gusto, Paychex, etc...)

Work type: Payroll

Location: United States

Client industry: Generic

Version: 1 (Latest)

This template includes

	Team Tasks
	Create a Payroll account with 3rd party payroll provider
	Complete company details including business name, address, and EIN.
	Add business bank account information for payroll.
	Set up tax information and filing preferences.
	Invite team members and HR personnel to Gusto.
	Input employee information: personal details, job titles, and compensation.
	Configure employee withholding and tax details.
	Select benefit plans and enroll eligible employees.
	Enter any existing employee PTO balances.
	Connect external accounting software if applicable.
	Choose payroll schedule and frequency.
	Review and confirm setup details.
	Run a test payroll to ensure system accuracy.
	Verify all employee data is correct and up-to-date.
	Submit first live payroll.