Getting Start with Payworks

Step 1: Setup - Payworks

  1. Sign the Service Agreement with Payworks
  2. Send Payworks your Company's & Employees' Information for Payroll
    (Verify Listed Details with Payworks)
    • Legal Name
    • Business Number
    • Banking Information
    • Workers' Compensation Board (WCB) number
    • Employer Health Tax (EHT) number
    • Employees' Banking Information
    • Employees' Benefits Information (if applicable)

Step 2: Setup - Connect

  1. Make sure all of your Employees' up-to-date payroll information is entered into Connect
    • Full Legal Name
    • Complete Mailing Address
    • TD1 Federal & Provincial
    • CPP & EI Exemption
    • SIN
    • Work Permit Number (if applicable)
    • Work Permit Expiry (if applicable)

Step 3: Setup - Paywork

  1. Payworks Implementation Team takes over to verify the Payworks Client database has been set up.

Step 4: Setup - Connect

  1. Send Payworks the following information from Connect
    • Employee information for all active employees using the Admin button on the Employee List
    • The Payworks Setup 2C - Employee Accruals
      Reports > Library > Payworks > Payworks Setup 2C - Employee Accruals 

Step 5: General Connect Payroll Processes

Make sure that the following steps are done in the correct order to avoid missing anything.

  1. How to: Send Payworks Employee Records
  2. How to: Review Draft Payroll
  3. How to: Send Payworks Employee Termination (Final Pay)
  4. How to: Send Payworks Payroll Files for Processing

Step 5: Payworks Payroll Processes

  • Payworks will take over to train you on processing payroll.