What to Expect During Your Zenefits Implementation
Timeline
The setup process will depend on how long it takes you and your implementation team to import your company's information and policies into Zenefits. For smaller companies, this can take as little as a couple hours. For larger companies, this takes on average, a couple of weeks.
Documents & Information
- HR Information
- Legal name
- Address
- EIN
- Banking information
- Phone number
- Worker Information
- Full name
- Email address
- Date of birth
- Gender
- Full address
- Hire date
- Personal address
- Work location
- Department
- Job title
- Social Security Number
- Compensation type (hourly or salaried)
- Compensation (annual or hourly rate)
- Employment type (full or part time)
- Payroll Information
- FEIN
- NAICS code
- Bank account info for payroll
- State tax ID numbers
- Pay items (earnings, deductions)
- All work locations
The following information for each of your employees: - Federal filing status
- Federal withholding allowance
- Additional federal withholding
- State filing status
- State withholding allowance
- Additional state withholding
- Payment method
- Bank account type
- Bank account number & routing number
- Benefits Information
- Plan name(s)
- Summary of Benefits & Coverage (SBC)
- Rate sheet
- Recent invoice(s)
- Waiting period for new hires
- Termination policy
- Employer contribution (employee & dependent)
- Enrollment census
*Including dependent names, gender, and DOB - Class codes (if applicable)
For an overview of the implementation process, please refer to the Zenefits Customer Onboarding Guide .pdf
Training
Also check out the Getting Started Help Center series, which explores the setup process in more detail.