7shifts Payroll for Employees: Onboarding & Updating Important Info
This guide will help you set up your 7shifts Payroll profile, ensuring you're ready for accurate and timely payments.
SKIP AHEAD TO:
Complete Onboarding Documents
Update Legal and Tax Details
Update Payment Details
Tax Statements (W-2 or 1099)
View Paystubs
Complete your Onboarding Documents
Your onboarding documents are essential for setting up your payroll. You can complete them via the 7shifts web app or the mobile app. Use the tabs to change your viewing preferences through the mobile or web app:
- Log in to the mobile app.
- From the mobile dashboard, tap on the "Onboarding" option.
- Prioritize completing the "Personal Information Form" to ensure you're included in payroll.
- Tap on each document to fill it out.
- Important: Do not close or reload the app during completion to avoid losing progress.
- Ensure all information is accurate before submitting.
- Tap "Submit" when finished. Confirm submission when prompted.
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Tap on the 'X' in the top left of our screen to return to your onboarding list to complete another document.
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Track your progress using the displayed document status indicators.
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For company documents (handbooks, policies):
- Download the provided file.
- Review the document.
- Check the acknowledgment box.
- Sign the document.
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⚠️ Note: Download behavior varies by device and browser. On Android, check your downloads; on iOS, find them in the Files app.
- Once all documents are submitted, your employer will review them.
Tip! To access completed documents: In the web app, go to "My Account" > "Documents."
- Log in to the web app.
- From the Dashboard, click on "Start Onboarding" > "Get Started."
- Click on each document to fill it out.
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Ensure all information is accurate before submitting.
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Ensure all information is accurate before submitting.
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For company documents (handbooks, policies):
- Download the provided file.
- Review the document.
- Check the acknowledgment box.
- Sign the document.
-
⚠️ Note: Download behavior varies by device and browser. On Android, check your downloads; on iOS, find them in the Files app.
- Once all documents are submitted, your employer will review them.
Update Your Legal and Tax Details
- Update your Personal Legal and Tax information if anything after your initial onboarding docs are completed to ensure accurate payroll processing.
Learn how to update your Legal and Tax Information here.
Learn how to submit an updated W-4 form here.
Claiming "Tax-Exempt" on Your W-4
Opt into State Tax Reciprocity
⚠️W-4 Exemption: 7shifts does not automatically re-apply W-4 exemption statuses for employees. If you claimed "exempt" from federal and state withholding tax on your W-4 form for the previous tax year, that exemption expires when a new tax year begins. To maintain your exempt status, update your W-4 form before February of the current tax year.
Update Your Payment Details
- Update your 7shifts Payroll payment method to specify where you want to receive your pay.
View and Download your Tax Statement (W-2 or 1099)
- With 7shifts payroll, you can view and download your W-2 (or 1099) tax forms for the previous tax year directly in 7shifts.
Paystubs
- With 7shifts Payroll, you can view and download your paystubs directly from the 7shifts web and mobile apps.
If you don't have the mobile app yet, feel free to click on either of the links below to download it!
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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, submit availability and time-off requests and much more!