Payroll Forms, Onboarding Templates & Client Resources
Paywerx Client Setup Process
Paywerx client setup process
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Payroll Advisors assist clients to complete the Client Setup Form Package
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Payroll Advisors assist clients to complete Federal Form 8655 and applicable state electronic filing authorization forms
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Payroll Advisors assist clients to collect data needed for conversion
Direct Deposit Setup & Authorization
Direct deposit of payroll significantly increases payroll efficiencies and convenience for employees and employers
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Payroll Advisors assist clients to complete the Direct Deposit Setup Spreadsheet
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Payroll Advisors assist clients to complete the Direct Deposit Authorization Form
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Payroll Advisors obtain client's most recently filed Federal 941/943/944 along with completed Form 8655 for validation by direct deposit processor
Employee Onboarding Templates & Tools
Employers may find the forms below helpful when onboarding new employees or making changes to employee information:
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Important templates are available to assist with conversations from any payroll system
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Paywerx or CRI will important employe data for clients that previously used other payroll systems