Completing Payroll Onboarding in Friday #

Objective #

To guide administrators through the required steps to successfully complete payroll onboarding in Friday.

Scope:
This SOP applies to all administrators responsible for setting up payroll in Friday.

Responsibility:
Administrators with access to Friday’s payroll onboarding features.

Step-by-Step Procedure #

Access Payroll Onboarding {audience: admin} #

1. Log in to Friday as an Admin.
2. On the upper part of the dashboard, click Complete Onboarding.

Enter Organization Details {audience: admin} #

Complete all required fields in the Organization Details section:

• Company type
• Industry type
• Legal business name
• DBA (Doing Business As), if applicable
• Business phone number
• Legal business address
• Website (if available)
• Number of employees and contractors you will be paying

Review all information carefully for accuracy before proceeding.

Set Up Payment Method {audience: admin} #

1. Navigate to the Payment Method section.
2. Add the bank account that Friday will use to:

– Debit payroll funds
– Debit federal and state tax liabilities

Ensure the bank account information is correct to avoid payroll delays.

Complete Tax Setup {audience: admin} #

1. Enter your:

– Federal Tax ID (EIN)
– State Tax ID(s), if applicable

1. If you have applied for a state tax ID but have not yet received it:

– Select the option indicating you have already applied
– Continue onboarding and return later to update the information once available

Sign Filing Authorization Forms {audience: admin} #

1. Review and electronically sign required filing authorization forms.
2. These may include:

– Federal Form 8655 (Authorization for federal tax filings)
– State-specific authorization forms (if required)

Complete Onboarding {audience: admin} #

• Once all sections are completed and authorization forms are signed, payroll onboarding will be finalized.
• You will now be fully onboarded and ready to process payroll in Friday.

Frequently Asked Questions (FAQ) #

Who can complete payroll onboarding in Friday? #

Only users with Admin access can complete payroll onboarding.

Where do I start the onboarding process? #

After logging in as an admin, click Complete Onboarding at the top of the page.

What information is required for Organization Details? #

You’ll need your company type, industry, legal name, DBA (if any), phone number, legal address, website (optional), and the number of employees and contractors.

Why do I need to add a bank account? #

The bank account is used by Friday to debit payroll funds and pay federal and state tax liabilities.

What if I don’t have my state tax ID yet? #

If you have already applied but haven’t received it, you can select the option indicating this and continue onboarding. You can update the tax ID later.

What authorization forms will I need to sign? #

Typically, you’ll sign:

• Federal Form 8655
• Any required state filing authorization forms

These allow Friday to file and pay taxes on your behalf.

Is onboarding complete after signing the authorization forms? #

Yes. Once all sections are completed and the authorization forms are signed, payroll onboarding is complete.

Can I update information after onboarding is finished? #

Yes. You can update organization details, bank information, or tax IDs later if changes are needed.