Welcome to Workful! The onboarding process will take you through the steps needed to set up your account. In this guide, we’ll walk through:
- Creating your Workful account
- Adding your company to Workful
- Adding your first employee
- Setting your pay schedule
Create your Workful account
To create your Workful account, go to https://workful.com/ and click Sign Up.
Then, enter your desired username.
Create and confirm a password. Your password must include at least:
- one uppercase letter
- one lowercase letter
- one number
- one special character
- six or more characters
Click CREATE ACCOUNT.
Enter your first and last name, phone number, and email address. Then, verify your email address.
Click SAVE & CONTINUE.
Add your company info
Now you’re ready to tell us about your company. Enter your company’s name and address.
Click SAVE & CONTINUE.
Add your first team member
You’re in! Now you can add your first team member.
With Workful, you can pay W-2 employees and 1099 contractors. Click SELECT below the type of worker you want to add.
If you’re adding an employee, you’ll need their:
- name and birth date
- home address
- salary or wage info
- federal and state withholding info
- bank info (if you’re paying them by direct deposit)
Read also: How do I add an employee?
If you’re adding a contractor, you’ll need their:
- name and birth date
- home address
- bank info (if you’re paying them by direct deposit)
Read also: How do I add an independent contractor?
Set your pay schedule
Once you’ve added your team member(s), click CONTINUE TO NEXT SECTION to set up your pay schedule.
By setting up your pay schedule, Workful can calculate your employees’ tax withholdings and your future paydays. To set your schedule, click SET PAY SCHEDULE.
Choose how often you pay your team to learn how to set up your pay schedule.
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