What You Need to Know About Setting Up Zenefits Payroll

Updated April 21, 2020

As you begin to set up your Zenefits Payroll, please be sure that you have the below items on hand for a quick and easy activation.

Company Business Information

Your company’s legal name
The trade name or DBA ( Doing Business As) for your business, if applicable
Your business’ legal address (this must be a physical address and cannot be a PO Box)
Any additional office addresses (cannot be a PO Box)
Home and office addresses for off-site workers , if applicable
Your business’ North American Industry Classification System (NAICS) code

Company Banking Information

Your business must have an active business checking account
A routing number for your business checking account
An account number for your business checking account
A voided business check or bank statement for verification (note: the address on the statement must match the address on file in Zenefits)

Federal Tax Information

An active Federal Employer Identification Number (FEIN)
An active Electronic Federal Tax Payment System (EFTPS)

State Tax Information

You must provide your business’ tax ID numbers
Your business’ withholding account number
An Unemployment Insurance account number
Your determined Unemployment Insurance rate
A Worker's Compensation Insurance account number
Your determined Worker's Compensation Insurance rate
A third-party administrator (TPA) registration, if applicable

Ownership

You must provide your business entity type (If you need assistance, please refer to this Help Center article.)
You must provide the names of any business or account owners
You must provide a list of family employees, if applicable (If a business owner’s family members are employed by the business, this information must be disclosed for Payroll purposes.)

Signatory

A signatory is required if your business has authorized someone to electronically sign IRS documents on behalf of the company. The authorized individual will need to log in with their Zenefits account to sign the documents.
The Signatory must provide the following information:

Their name
Their title
Their email address

Choose Your Pay Schedule

In order to set up Zenefits Payroll, you must provide your desired pay frequency
Desired check dates are also required for payroll

Worker Information

If your workforce is not already set up in Zenefits, you'll need to provide the following:

Your employees’ full names
Your employees’ job titles
The hire dates of all employees
Each employee’s employment type (If you need assistance determining the correct employment types, please refer to this Help Center article.)
Each employee’s compensation type (hourly or salaried)
The salary or hourly rate (per year or per hour) for each employee
The work address of each employee
Each employee’s email address

Former Workers

If you're switching to Zenefits Payroll mid-fiscal-year and have prior payroll history, your business will need to provide the following so that Zenefits may report to the proper tax jurisdictions; this is required for all terminated (or former) employees paid within the calendar year:

The former employee’s full name
The former employee’s hire date
The former employee’s termination date(s)
The former employee’s work location(s)
The former employee’s home address
The former employee’s Social Security Number (SSN)
The former employee’s date of birth

Payroll History

Quarterly wage, tax, and deduction information for the current year
Annual wage, tax, and deduction information for the current year

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