Step 1:

Employer
Setup

Required Employer Documents

• New Client Data Sheet
• Client Debit Authorization
• IRS Form 8655-Reporting Agent
• Signature Digitization Form
• Service Fee Agreement

Step 2:

Employee
Setup

 Employee Documentation

• Employee Profile Sheet(s) (Employee data can be provided in various formats, i.e., Excel spreadsheet, Prior Payroll Service Worksheet, etc.)
• Direct Deposit Authorization Form(s)
  (Employee direct deposit must be approved at the
  employer level)
• Garnishment Transmittal Form(s), if any
• QTD & YTD employee pay data, if applicable

The Process

Documentation provided by client. ExcelPay enters employee data on an expedited basis. (24-48 hours)