Onboarding
Switching from a previous payroll provider or using payroll for the first time? Read below to learn more about your onboarding with Dripos Payroll!I have used a previous payroll provider this calendar year
I have used a previous payroll provider this calendar year
We’ll make this easy! ✅📞 Please reach out to your onboarding specialist or Dripos Support expressing your interest in utilizng Payroll.📋 We’ll ask you for is your historical payruns from this calendar year with your previous provider as well as your store’s Form SS-4 (or EIN Confirmation Letter).We’ll take care of your store’s tax filings beginning in the quarter you run your first payroll with Dripos.
This is my first time using a payroll provider this calendar year
This is my first time using a payroll provider this calendar year
Whether you’re a new business or a new time payroll user - or both - we’ll help you through every step of the way! ✅📞 Please reach out to your onboarding specialist or Dripos Support expressing your interest in utilizng Payroll.📋 We’ll need your store’s Form SS-4 (or EIN Confirmation Letter) with proof of your Employer Identification Number (EIN) from the IRS.From there, we’ll have you all set up with Dripos payroll in just a few days!
Create Account
Once you’ve connected with a member of our team to enroll in payroll, your account will be ready for setup on your Dashboard.Enter Business Information
1
Begin setting up your Payroll account on your Dashboard
2
Enter your business information and address
Complete all 4 steps and click Next
Complete Tax & Authorization Settings
1
Complete Tax & Authorization Settings
2
Complete Company Details
Scroll down to see all required fields
3
Add Bank Account
Add a bank account to fund your payrolls with
4
Complete Tax Setup
If you have not yet obtained a withholding identification number or any other required account number for your state, you may select I’ve applied but have not received it yet.
5
Complete Authorization Forms
6
Once all sections of the Tax & Authorization portal are completed, your payroll setup will be marked as complete!
Add Employees
All employees to be added to payroll must first be created as employees in your Dripos system. Learn how to create employees here
Existing BusinessesIf you are moving from a previous payroll provider to Dripos + you have former employees who were paid in the calendar year, you will need to create these individuals as employees in Dripos and add them to payroll so their W2 is properly generated at the end of the year.See the Inactive Employees tab below to learn more.
Inactive Employees
Inactive Employees
1
Disable Texts Upon Employee Creation
So to not send a text to the inactive employee, disable texts upon employee creation in your Dashboard settings
2
Create the inactive employee within Dripos
Learn how to create employees here
3
Terminate the employee
Once the employee is created, terminate the employee
4
Add Employee to Payroll
Navigate to Finance > Payroll > Employees > Not Added > click Add next to the employee you’ve just created and terminated
5
Complete their payroll information on their behalf
Enter the social security number without any dashes, i.e., xxxxxxxxxx
6
View Added Employee
The inactive employee is now added to payroll within Added employeesFilter by Status > Inactive to view all inactive employees added to payroll for the calendar year
7
Remove Employee from Regular Payruns
Ensure this employee does not appear in your regular payruns.Click the gear icon next to their name > Include in Regular Payruns = No > Save
Active Employees
Active Employees
1
Enable Welcome Texts
Enable welcome texts in your Dashboard settings to send new employees a welcome text with their PIN and a link to the Dripos Hub App to download
2
Create the active employee within Dripos
Learn how to create employees here
3
Add Employees to Payroll
Navigate to Finance > Payroll > Employees > Not Added
4
Click Add next to all active employees to add to payroll
Click Send Payroll Link to send the onboarding Dashboard link to the employee email on fileIncluded in Regular Payruns: If set to Yes, the employee will automatically appear in the regularly scheduled payruns for this store
5
View Added Employee
The active employee is now added to payroll within Added employeesThe red X ❌ will remain next to the employee name until they’ve completed their payroll onboardingA green checkmark ✅ will appear next to the employee name once onboarding has been completed
6
Click the gear icon to view an employee's payroll onboarding status
Provide Historical Payruns
If you are an existing business coming from a previous payroll provider in the same calendar year, please find your payroll provider below and follow the instructions on how to extract 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.
Historical Payroll Extraction Instructions
✅ Please send the files to your Implementation Specialist. They will review the files and confirm all necessary information before you can run your first payroll.Each provider may have a different name for where payroll information can be found. These are typically in the form of:
- Payroll Details
- Payroll Summary
- Payroll Register
- Payroll Journal
- Paycheck Details
- Employee Reports > Payroll Details