Integrated Payroll - Company Setup

Everything you need to know about the initial payroll setup, before you begin using this tool!

Chelsie Pettit avatar
Written by Chelsie Pettit
Updated over a week ago

**Integrated Payroll is in a private beta at this time. Only users in the beta will have access**

Setting up Integrated Payroll in Crelate is a multistep process that we will work hand in hand with you on to ensure everything is set up correctly.

Once you sign your Payroll Agreement with Crelate, we will start with onboarding your Company to our payroll provider. You will receive an email from us with the link to answer a few questions to get started.

Note - You will need your EIN, bank account information, and other sensitive information in order to complete this onboarding.

You can review the status of your onboarding by navigating to Settings| Payroll Runs. If your org has not been setup yet your status will display XXX. Once your company onboarding is complete, it will update to "Needs Review." At that time, we will review your account with our Payroll Provider and work with you on getting your employees set up next.

When the onboarding is finished, you will see a status of "Complete". If at any time you might register to pay employees in a new state or make a change that requires information from you, the status will revert back to "Needs Review"

You can also see your company's Tax documents in here as well.

What's Next?

Ready for more on Crelate Payroll? Check out our Master guide and learn how to get started today!

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