Onboarding
Switching from a previous payroll provider or using payroll for the first time?
Reach out to your onboarding specialist or Dripos Support to kickstart the payroll process.
We’ll make this easy!
Create Account
After meeting with your onboarding specialist, continue setting up your payroll account on the Payroll Dashboard.
Open Tax & Authorization Settings
Click the Open Tax & Authorization Settings button to enter additional business information.
Complete Tax Setup
Input all required tax numbers and ensure they are entered correctly.Your business will be held responsible for any fees and interest resulting from failed tax filings due to missing or incorrect tax account numbers.Learn more about failed filings here.
If you are in the process of applying for an account number, you may select I’ve applied but have not received it yet.Once you have received the account numbers, input this by going to Payroll Settings and clicking Open Tax & Authorization Settings.All account numbers must be entered before the end of the quarter for Dripos to successfully file your payroll taxes.
Complete Authorization Forms
Sign the required authorization forms.
You may need to reach out to your onboarding specialist to set the start date in order to sign these forms.
Add Employees
Create employees on your Dripos Team before adding them to payroll.For Existing BusinessesFor employees that have been paid this year but are no longer employed at your shop, you must still create their employee profiles and input their personal information.Follow the Inactive Employees instructions below for each terminated employee.
Active Employees
Active Employees
Enable Welcome Texts
Enable Send Welcome Text to New Employees in Dashboard Settings > Employee Management to send new employees a welcome text with their PIN and a link to download the Dripos Hub App.
Add Employees to Payroll
Navigate to Finance > Payroll > Employees > Not Added tab
Add Active Employees to Payroll
Click Add and Send Payroll Link to each employee. This will send a link to their email for them to fill out W-4 and direct deposit information.
View Employee Onboarding Status
The active employee is now added to payroll under the Added tab.
A red ❌ next to the employee means their payroll onboarding is incomplete.
A green checkmark ✅ next to the employee means their payroll onboarding is complete.
A red ❌ next to the employee means their payroll onboarding is incomplete.
A green checkmark ✅ next to the employee means their payroll onboarding is complete.
Inactive Employees
Inactive Employees
Disable Texts Upon Employee Creation
Disable Send Welcome Text to New Employees in Dashboard Settings > Employee Management to prevent inactive employees from receiving welcome texts.
Terminate the Employee
Once the employee is created, View their profile and use Actions in the top right corner to Terminate them
Add Inactive Employee to Payroll
Navigate to Finance > Payroll > Employees > Not Added tab and Add the inactive employee
View Added Employee
The inactive employee is now added to payroll under the Added tab.
Filter by Status > Inactive to view all inactive employees added to payroll for the calendar year
Provide Historical Payruns
If you are an existing business that is switching from a different payroll provider this calendar year, please find your payroll provider below and follow the instructions on how to download your payroll history as a CSV or Excel file.Previous Quarters
🗓️ Depending on when you plan to run your first Dripos Payroll, you will need to retrieve information for any past quarters (Closed Quarter) and the ongoing quarter (Open Quarter).Closed Quarter
Payroll information for any Closed Quarter can be sent in a summary form for each employee. This report must encompass the Quarter-To-Date and list all earnings, taxes, and deductions.
Open Quarter
Payroll information for the Open Quarter must include each paycheck paid out to every employee thus far. Make sure the paycheck details are separated by each paycheck date, and includes all earnings, taxes, and deductions.
Download Historical Payroll Files
For Existing BusinessesSend the historical payroll files to your onboarding specialist. They will review the files and confirm all necessary information before you can run your first payroll.