7shifts Payroll for Employees

Updated June 06, 2024 21:25

Below is your 7shifts Payroll guide that will assist you in configuring your profile with all the necessary information, and ensure that you are ready for payroll processing.

SKIP AHEAD TO:

Complete your Onboarding Documents
Update Your Legal and Tax Details
Update Your Payment Details
W-2s
View Your Paystubs

Complete your Onboarding Documents

You can submit your documents via the web (app.7shifts.com), or the mobile app. Use the tabs to change your viewing preferences through the mobile or web app:

Log in to the mobile app > tap on the onboarding option:
While all onboarding forms are crucial, prioritize completing your Personal Information Form to ensure that you are included in payroll.
Next, you’ll see the documents within your onboarding package that need filling out. The documents listed will be based on the requirements of your state. Tap on a form to get started:
Fill out your information. Be sure not to close or reload the app otherwise, your progress may be lost.
When you have completed the document, tap on Submit at the bottom of the page.
Before this form is sent to your employer, you will see another prompt to confirm. Tap on ‘Submit.’
Next, tap on the 'X' in the top left of our screen to return to your onboarding list.
Tap on any form to complete them, making sure that the information you have entered is accurate. Once your forms have been submitted, you cannot edit them.

As you progress through your onboarding documents, we'll let you know about the outstanding ones and those that have been completed:

For company documents like handbooks and policies that don’t have forms to fill out, you will need to:

(1) Download the file your employer has shared. You will not be able to submit your document without downloading the file.

(2) Review and checkbox it to acknowledge that you have read the document and understand and agree to its terms.

and (3) sign the document:
You will see this screen once all of your documents have been submitted. Your employer will review each of these documents before they are finalized.

If you ever want to access your completed documents, you can find them within your employee profile on the web version of 7shifts (My Account > Documents tab).
Congratulations, you’ve completed your onboarding!

Log in to the web app.
Click on Start Onboarding:
Click Get Started.
Next, you’ll see the documents within your onboarding package that need filling out. They'll be listed will be based on the requirements of your state. Click on any document to get started. These forms cannot be edited after submission, please ensure that the information you entered is accurate.
For company documents like handbooks and policies that don’t have forms to fill out, you will need to:

(1) Download the file your employer has shared. You will not be able to submit your document without downloading the file.

(2) Review and checkbox it to acknowledge that you have read the document and understand and agree to its terms.

and (3) sign the document.

⚠️ Downloading behaviour will vary across devices, operating systems and browsers. If you use an Android device, swipe down on your screen to see the finished download. If you use an iOS device, you can save and view it in your Files app
You will see this screen once all of your documents have been submitted. Your employer will review each of these documents before they are finalized.
If you ever want to access your completed documents, you can find them within your employee profile on the web version of 7shifts (My Account > Documents tab).
Next, complete your Personal Legal and Tax information

Update Your Legal and Tax Details

⚠️ If you claimed "exempt" from federal and state withholding tax on your 2023 W-4 form, please be aware that this exemption expires on February 15, 2024. To maintain your exempt status for 2024, head to the Taxes and Payment tab to update your W-4 form.

Complete your Personal Legal and Tax information to ensure that you're payroll-ready!

Update Your Payment Details

⚠️ Viewing and updating payment methods is only available for Accounts using 7shifts Payroll.

⚠️ Employees with a Pay Card set up from a previous configuration will be able to switch away from that option, but won't be able to save a new Pay Card configuration.

Easily manage your payment information, including your preferred payment method (i.e. Direct Deposit and Paper Check). Use the tabs below to switch between the web or mobile experience:

Login to the web app.
Click on your profile icon at the top right (or, select Settings) > My Account.
Select the Taxes and Payments tab:
Enter your banking details.
Click Save to complete these changes.

Login to the mobile app.
Tap on the More menu ☰ in the bottom right-hand corner:
Select Pay Management.
Click on the Setting icon at the top right:

Add or edit your payment method:

If...	Then...
Adding a payment method for the first time	Click Add Payment Method
Updating your existing payment method	Click Edit Payment Method. We'll let you know the current status of your existing payment method: pending, failed, or verified.

Screenshot 2023-11-24 at 11.05.32 AM.png

Enter your banking details:
Tap Save to complete these changes.

If we aren't able to verify your banking details, we'll send you a notification through email/push notification, and display an in-app banner for you to update your payment details.

W-2s

A W-2 form summarizes your total earnings for the year and the amount of taxes that have been withheld from your paychecks. Traditionally, Employers would provide a paper copy of the W-2 form to their employees, but you now can receive a digital copy.

Click here to opt-in and view your W-2s.

View Your Paystubs

⚠️ Viewing paystubs is only available for Accounts using 7shifts Payroll. For more questions about this, reach out to your Employer.

With 7shifts Payroll, you can review and download your paystubs directly from the web or mobile app:

Log into the web app.
Click on your profile icon.
On the My Account page, select the Paystubs tab:
Click Download to export your paystub onto your local device.
You can expect your paystub to look similar to:

You'll have three opportunities to access your paystubs.

Depending on your notification settings, we'll send you a push notification to let you know if your paystub is ready to view.

Tap on the notification to head directly to your paystub:
At a later time, log into the mobile app > click on the menu icon > Pay Management > Paystubs:
Or, log into the mobile app > click on the menu icon > Timesheets & Earnings > select a Timesheet you would like to view > tap on Check it out to see more details:
Select a date range to view your paystub:

If you don't have the mobile app yet, feel free to click on either of the links below:

7shifts' free mobile app will allow you to access your schedule anytime, anywhere. You'll also be able to easily swap upcoming shifts, communicate with your team, and submit availability and time-off requests.