7shifts Payroll: Setup Guide

Ready to get started with 7shifts Payroll? This guide will walk you through all the necessary steps needed to set up Payroll for the very first time. From then on, 7shifts Payroll is your fully integrated solution that makes running payroll as easy as pushing a button!  

Enable Payroll

Our Implementation team is ready to walk you through the process to ensure everything is set up correctly for you.

1. Login to the web app as an Admin.
   
   
2. Head to Settings > Add-ons in the left navigation bar:
   
   

   

3.  Click on Enable Payroll.

Setup Payroll

1. Login to the web app as an Admin.
   
   
2. Select Payroll in the left navigation bar.
   
   
3. Review and complete each step:
   
   
   1. Setup your business

   Enter your business details.
   
   
   Add your Locations.
   

   2. Setup your tax and banking details

   Complete state and federal tax setup
   
   Complete filing authorization.
   
   
   
   Connect your bank account.
   
   

   ⚠️ If your financial institution is not supported on the web app, start a chat with our Support team for further assistance. Please note that you will be required to provide proof of ownership for security and reporting purposes.

   

   3. Add your team to payroll

   Onboard all employees.
   
   Employees that have incomplete Onboarding packages will have a red indicator (Blocked for Payroll) next to their names. Click on Go to Onboarding to review and update them.
   Use these handy articles to help you complete them:
   
   Onboarding for Admins & Managers
   Onboarding for Employees
   
   
   
   Add all terminated employees.
   
   

    

   Pro Tip!

   To stay compliant, be sure to check in with your state's local labor laws to ensure that you're paying terminated employees within the required time period from the employee's last date.

   Many states have laws that require employers to provide departing employees with their final paychecks within a certain timeframe, others require it on their last day of work. Checkout this list for more information about your state's employment laws.
   
   

        
   

   4. Provide your historical payroll data

   Upload your payroll data.  To get you started, we'll need your current payroll data from your existing payroll provider. 
   
   Why is this important? We'll use this to determine when your pay period with 7shifts starts, and when it ends with your existing payroll provider. Additionally,  it ensures that the taxes paid by you (on behalf of the employees) gets carried over to our system so we can accurately manage your quarterly/end-of-year taxes.
   
   Follow the historical data extraction steps (found in the Resources section below) for your existing payroll, and send them our way! We'll take care of the rest.
   
   
   
4.  Once each step has been completed , you'll be taken to your Payroll dashboard!
   
   
   
   
   

Payroll Overview & Settings

Moving forward, you'll be taken directly to your Payroll Overview and Settings when clicking on Payroll.

The Overview page will quick you quick access to running an on/off cycle payroll, payrolls in draft status, and payroll history. Use the More Options icon   to delete a payroll. 

Manage all your payroll information from Payroll Settings. This includes General settings, Company Settings, Locations settings, and Employees.

1. General

Review and set:

• The date for which you would like to run your first payroll. 
• Your payroll frequency.
  
  

  ⚠️ Align your payroll frequency with your Time Clocking settings to ensure accurate reporting across 7shifts.

  When selecting your payroll frequency, you'll want to check in with what is required by your state. The federal and state governments set rules around payroll taxes, and payment deadlines. If you have more questions about this, we suggest reaching out to a local lawyer or accountant who is familiar with your local labor laws.
  
• Be sure to hit Save when making any new changes!
  
  
  

2. Company Settings

Review and make edits to:

• Company Details
• Signatory
• Tax Documents
• Banking Info
• Be sure to hit Save when making any new changes!

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3. Locations

Add, edit or remove Locations using the pencil icon. Be sure to hit Save when making any new changes!


      

4. Employees

Check the current onboarding status for your employees. Use the filters to narrow down your list by employee name, location, or status.

Now you're ready to run your first payroll. Click here to get started!

Resources

Here you'll find historical data extraction steps for commonly used payroll providers: