Employee Self-Onboarding for uAttend Payroll

This guide will help you through the self-onboarding process, outlining the information you'll need to complete each step of the self-onboarding process for uAttend Payroll. Once you receive the "Your Payroll Onboarding is Ready to Complete" email, you're just a few steps away from securely submitting your payroll details. By completing this process, you'll ensure your payroll information is accurate and ready for your next paycheck. 

Notes:

• Your employer must enter an email addresses for you to initiate the self-onboarding process with an onboarding email. You can complete the process after you have received that email.
• Prior to sending the self-onboarding email, your account admin will need to invite you to set up your login information.
• Collect the information listed below beforehand to simplify the onboarding process.

To complete the employee self-onboarding process:

1. Click the GET STARTED link in the payroll onboarding email.

2. Enter your username and password and log in.

3. Tell Us About Yourself

Enter all of the required details on the screen, including:

• First Name
• Last Name
• Social Security Number (or EIN)
• Date of Birth
• Phone Number
• Address
• City
• State
• Zip

When all the required information is updated, click SAVE AND CONTINUE.

4. Add Your Tax Information

Update the fields to provide:

• Federal Filing Status
• W4
• State Income Tax Filing Status. (This field is hidden if your state does not have a state income tax.)

You will need to confirm the information and provide an electronic signature. Click the download icons to download the Federal W4 Form and State Withholding Form, then click SAVE AND CONTINUE.

5. Enter Your Bank Information

If your employer will be printing checks for you, uncheck the box at the top of the screen and click SAVE AND FINISH.

If you will be receiving direct deposit, enter your bank information for direct deposit, including:

• Bank Name
• Routing Number
• Account Number
• Account Type

You will need to upload a voided check or bank statement containing the account and routing numbers. Then, provide an electronic signature authorizing direct deposit. When the information is complete and accurate, click SAVE AND FINISH.

Frequently Asked Questions

What if I have a tax identification number (TIN) or employee identification number (EIN) not a social security number (SSN)?

If you have a TIN or EIN and not a SSN, simply enter it in the SSN field.

My admin will be printing checks for me. How can I skip the direct deposit information? 

If you will be receiving paper checks instead of direct deposit, un-check the box at the top of the screen labeled "Uncheck this box if you will not have Direct Deposit for your pay".