Table of Contents
OnPay Plus is an electronic payroll provider that lets you send and receive payments from anywhere in the world. The service seamlessly integrates with popular payment terminals and offers two tiers of pricing for small businesses (with a limit on transactions) or large enterprises (unlimited). This article will guide you through how to set up InOnPay Plus so your business can take advantage of this innovative, secure option.
OnPay Plus is a payroll software that allows for the easy setup of payroll and it also has an on-demand payment feature. This article will show you how to install and set up OnPay Plus. Read more in detail here: onpay login.
OnPay is a full-service payroll system that allows you to handle payroll for wage-earning workers and contractors, including tax filings. It costs $36 per month + $4 per employee per month and includes certain HR capabilities. It offers a simple layout with wide, colorful tabs that make it an easy-to-use payroll solution.
We’ll go through the basics of how to conduct payroll with OnPay in this post, including how to set up an account and execute your first paycheck. Consider joining up with OnPay if you need assistance paying your workers and payroll taxes. It automates your payroll and even provides benefits to employees in all 50 states. Today is the last day to sign up for a free trial.
Pay a visit to OnPay.
Please keep in mind that some of the screenshots we give to assist you may change from what you really view depending on where you are in the process and how you first access OnPay’s software. Overall, the procedure should be the same, and the same information should be requested.
Follow along with our video on how to set up payroll with OnPay to set up your payroll account and perform your first paycheck with more than just screenshots as assistance.
How to Create an OnPay Payroll Account
1. Register for an account
It’s simple to get started. Create a user account. Only one plan is available, and the first month is free. OnPay offers an onboarding checklist to help you collect all of the information you’ll need before getting started with your account registration.
You may begin with a month of free service.
2. Provide information about your company
You’ll be emailed a link to Pending Enrollments after you’ve applied and validated your email. Next to your business name, click the launch button. The program will next walk you through the information you’ll need to include:
- Number assigned to the employer (EIN)
- Type of company
- Date of the first check (the trial begins as of the first check date)
- Name, Social Security Number (SSN), and address of the company’s owner or official who has the authority to sign legal papers
- To authorize OnPay to report and Payroll submission taxes on your behalf, fill out Form 8655.
- Timetable for payment
- OnPay will validate your account using token credit and debit transactions; you’ll need to verify your bank account and routing details.
- Locations of work
Add information about the owner or officer.
You’ll need to provide basic information about the company’s owner or at least one officer. You must submit an email address, a Social Security number, and a physical address to OnPay. If you need to add more than one person, click the + symbol at the top of the page to create a new entry. Select “Continue” after you’re through adding owners and/or officers.
Authorization of the Reporting Agent
Now it’s time to go through Form 8655, which effectively authorizes OnPay to submit and pay your payroll taxes. All you have to do now is choose your title and click “Sign.” The system will automatically fill up the form with your company’s details. You may simply choose to skip this part and come back to it later.
If you’re still having trouble setting up your account as you read this, watch our video on how to set up payroll with OnPay to be sure you’re on the right road.
3. Fill up your bank account information.
Your bank routing number and account number are required by OnPay. Your bank name should appear when you input your routing number. If it still doesn’t work, double-check your entry. When you’re finished, click “Save and Continue,” and you’ll get a popup stating that Onpay is provisioning your account. Select “Continue” after it’s finished.
4. Create a Timetable for payment
You can name each schedule, which comes in handy if you’re paying different groups of employees on contrasting pay cycles. There are four Timetable for payments to choose from—weekly, biweekly, semimonthly, and monthly. A specific number of pay period selections will populate, depending on which option you select. For bimonthly Timetable for payments, you’ll see two periods that need detail. You’ll enter the starting and ending dates of the period along with the pay date. Select “Create” when you’re done and then, “Continue.”
5. Establish Workplaces
Despite the fact that you’ve previously submitted your company’s address, OnPay need further information about your worksite’s actual location. It’s possible that this is the same address, but you may try again. The workplace must be given a name, such as Main Office or Dallas Office. When you’re finished, click “Create.” You’ll be given the choice to “Add Another” or “Continue” if you’re finished.
6. Double-check your bank account information
Plaid is a firm that OnPay employs to validate your account. The bank’s online banking login screen will appear once you input your bank name again (it does not draw from the prior entry). Plaid will be able to validate your credentials (username and password) and the account you’re going to use for payroll after you’ve entered them.
If you don’t use internet banking, for example, you may manually verify your account. It might take a few days to finish.
When you’re through with this page, you’ll be sent to OnPay’s dashboard, where you may input employee information.
Employees number seven.
OnPay will automatically add workers for you. You’ll need to get in touch with a representative and have the following information on hand:
- Name in Legal Form
- Employer ID Numbers (EINs) or Social Security Numbers (SSNs) (EINs)
- Year of birth
- Address of your residence
- Occupational title
- Workplace (if different from the main company location)
- Start Date of Employment
- Rates of pay
- Department of Work
- W2 workers’ tax withholding options (federal and state, if applicable)
Go to “Workers” and then “Employees” to add a new employee. Then pick “Add an employee” from the “Hire Workers” menu. If necessary, you may also add a contractor to this page. It will walk you through the processes of supplying basic information, concealing information, financial data, and personal data. You’ll need the same information you gave OnPay to load workers if you have it. When you’re finished, click “Continue.”
Self-Onboarding
Finally, when you’ve supplied the fundamental information of name and job details, you may ask workers to load this information themselves by choosing “Invite Employee.”
8. Fill in the federal and state tax information.
Each state requires a Federal Employer Identification Number (FEIN) and a State Tax Identification Number (STI). These may be found under the left sidebar’s Settings tab.
Your FEIN and STI may both be entered on the same page.
The tax rules in each state differ. OnPay’s help section includes a state map with links to register with state agencies and get the data it needs to submit on your behalf.
You can find information about state tax rules in the assistance section.
When you’re finished inputting tax information, click “Continue.”
9. Make an application for direct deposit.
When you enter your account details, you may apply for direct deposit. Simply respond to the ACH verification email you received after registration. After that, the OnPay ACH team will do a risk assessment on your business to determine if you have enough liquid cash to support direct deposit withdrawals.
Select workers who want to use direct deposit after it’s been authorized.
Go to “Workers” on the left sidebar to activate direct deposit for workers. Click “Accounts” after selecting the employee profile. They will, of course, need to have their accounts set up in the system beforehand. Direct deposit may be enabled from there. Checks may be divided across numerous accounts by percentage, cash amount, or a combination of both. When you’re ready to continue on to the next stage, choose “Continue.”
Add Personnel Items in Number 10
Documents for Employee Onboarding
OnPay allows you to save documents. If you’re manually onboarding workers, you’ll get to the Personal Items Page after clicking “Workers,” selecting the employee, and then clicking “Next.” Choose “Checklist.” Checklists, W-4s, I-9s, handbook sign-offs, and other acknowledgments shall be kept in these files. These documents should be uploaded from your PC. If you need to submit an electronic signature request to an employee, click Add Task.
Alternatively, you may use the HR component of the application to produce paperwork. Smart papers with signatures and acknowledgments fall under this category.
11. Employer’s Liability Insurance
You may add or amend workers’ comp codes for any state where you have employees under the Worker’s comp section under the “Company” tab in the left sidebar. You may also give them a name to make them simpler to find. Click the “Add” button to add a code, then fill in the state, the name you want to use to specify the compensation, the class code, and the rate. Then, under “Workers,” go to the individual employee’s “Pay” section and choose the state and class from the drop-down menu.
How to Use OnPay for Payroll
12. Choose Pay Run and Employees from the drop-down menus.
You may adjust the overall pay run before choosing workers.
To begin, go to the left sidebar menu and choose Payroll. It then gives you the option to adjust any payroll setting if necessary. If you don’t need to make any changes, go to the Select Employees page, where you may search for names, filter by location, or just check all.
13. Enter the employee’s working hours and PTO.
Employee hours may be entered directly on the website or through imports.
You may manually enter hours, import hours from a CSV file, or import hours from a third-party application. On this screen, PTO is also included.
On the payroll hours page, you may also make withdrawals.
You may also add bonuses and alter deductions or withholdings on the payroll page. To access the space for inserting these things, click the box below the hours.
14. Review Payroll & Submit
The reviews section goes into great depth.
Click the Review tab after you’ve finished entering all of the information. It will notify you if there are any mistakes, which will be marked with a yellow warning. You may click on that item to obtain a more full explanation of the mistake, which may include supporting evidence like a prior check. After that, you may either correct the problem or approve the paycheck. You can also review it by printing it as a PDF.
With the press of a button, you may tell workers about payday.
You click the Approve tab once you’ve examined and remedied any errors. It will display the taxes and ACH debits that have been applied, as well as the pay run and employee deposit dates. You may choose to alert staff from there. To finish the pay run, click Approve. If required, you may cancel the run at any point before the funds are drafted.
Payroll submission
You’ve done it! Isn’t it simple?
Congratulations! You’ve just completed your first OnPay paycheck! You may print the checks or return to the sidebar menu for reports or to conduct another pay run from here.
Check out our buyer’s guide to the top payroll services for more information. Our top ideas on how to receive the finest payroll training may also be of interest to you.
OnPay is a payroll service that allows you to do your payroll with the help of an app. The setup instructions are provided in this blog post. Reference: how to use onpay.
Related Tags
- onpay demo
- onpay youtube
- onpay help
- onpay payroll features
- onpay pay schedule
