Get Employee Setup Worksheet - Flex-pay

This guide provides a clear and supportive approach to successfully completing the Employee Setup Worksheet - Flex-Pay online. By following these instructions, users can easily navigate through each section of the form and ensure they provide all necessary information.

Follow the steps to fill out the Employee Setup Worksheet accurately and efficiently.

1. Press the ‘Get Form’ button to retrieve the form and open it in your preferred editor.
2. Begin by indicating whether you are a new employee or if you are making a change to an existing employee. Select the appropriate box.
3. Fill in the basic information fields, including last name, first name, middle name, address, city, state, zip code, gender, and birth date.
4. Enter the social security number in the designated field.
5. Complete the department and status information section by providing the department name and worker's compensation code, if applicable.
6. Indicate the hire date in the specified format.
7. In the pay rate information section, fill in the base rate per hour and average hours worked, if required. Also complete the salary amount per payroll.
8. If applicable, fill in additional rates for up to four different pay structures.
9. In the tax information section, select the appropriate employee tax form (W-2 or 1099). Complete federal and state filing status, exemptions, and any additional withholding requirements.
10. Specify the unemployment state if it differs from the state from which withholding taxes are being taken.
11. Provide information for the work state if applicable.
12. Finally, include a voided check or a facsimile of a check for each account where the employee wishes to have their paycheck directly deposited. Make sure to list any breakdown for the use of multiple accounts.
13. Once all fields are accurately filled, save changes to the document. You may then download, print, or share the form as needed.

Start completing your Employee Setup Worksheet online today!