How To: Use The Onboarding Stepper

The onboarding stepper helps you navigate the essential steps to successfully onboard and run your first payroll. Follow this guide to complete each step with confidence.

What is the Onboarding Stepper?

The onboarding stepper is your personalized checklist, located on the Dashboard, that guides you through these five steps:

1. Complete your profile verification (KYB).
2. Add your workers.
3. Configure your membership payment.
4. Set your default method for paying workers.
5. Set up a paylist and pay workers.

Step 1: Complete Profile Verification (KYB)

What to do: Submit the required KYB documents to verify your account.

• Statuses:
  • Yellow: Action required—submit your documents.
  • Blue: In review—documents are being reviewed.
  • Green: Verified—step completed!

Tip: Complete this step 7 days before your first payroll date to avoid delays.

Step 2: Add Your Workers

What to do: Add at least one active worker using the New Hire flow. Drafts don’t count—only completed profiles will.

• Statuses:
  • Gray: Not started—no workers added.
  • Blue: Pending—contracts awaiting start dates or approvals.
  • Green: Completed—at least one active worker is added.

Tip: Finish this step 7 days before payroll date.

Step 3: Configure Your Membership Payment

What to do: Set up your membership in the Membership Flow and complete the payment.

• Statuses:
  • Gray: Membership invoice not created.
  • Yellow: Invoice is ready—action needed.
  • Blue: Payment is in progress.
  • Green: Payment completed!

Tip: Set up your membership 6 days before payroll date to ensure smooth processing.

Step 4: Set Your Default Payment Method

What to do: Choose how you’ll pay your workers (e.g., ACH, credit card, or Ontop Balance) and configure it.

• Statuses:
  • Gray: No payment method selected.
  • Blue: Pending approval—method selected but not approved yet.
  • Green: Method approved!

Tip: Configure this step 6 days before payroll date.

Step 5: Set Up a Paylist and Pay Workers

What to do: Create a paylist and process your first payroll payment.

• Statuses:
  • Gray: No paylist created yet.
  • Blue: Paylist ready—payment can be made.

Tip: Deadlines depend on your payment method, typically 5 days before payroll date.

If you have further questions,

feel free to contact our support team via chat OR

your dedicated Account Manager if you have one 😊