Get Cbiz Flex Pay

Filling out the Cbiz Flex Pay form is an essential step for establishing employment information and payroll. This guide provides you with a clear, step-by-step approach to complete the form accurately to ensure a smooth onboarding process.

Follow the steps to successfully complete the Cbiz Flex Pay form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with the ‘Company Name’ and ‘CBIZ Flex-Pay Company ID’ sections. Fill in the appropriate company details based on your employment status.
3. Proceed to the ‘Basic Information’ section. Enter your legal last name, first name, and middle name or initial. Ensure that the names match the identification documents to avoid discrepancies.
4. Provide your complete address, including city, state, and zip code. Enter your social security number and date of birth carefully to ensure compliance and accurate record-keeping.
5. In the ‘Emergency Contact’ section, you may list one or two contacts along with their phone numbers. This information is optional but recommended for safety.
6. Next, fill in ‘Department and Status Information’. Enter your hire date, termination date (if applicable), department, position, and whether you are a full-time or part-time employee.
7. Indicate if you are eligible for paid time off (PTO), vacation, or sick time, along with any current balances. Provide information on whether to set up direct deposit and specify your workers compensation code if you have one.
8. In the ‘Pay Rate Information’ section, select your pay frequency (weekly, bi-weekly, semi-monthly, monthly, or other) and fill in your hourly rate or salary amount. Remember, do not include your annual salary in this section.
9. Continue to the ‘Tax Information’ portion. Indicate your employee tax form type and provide necessary details regarding state for income tax withholding, federal and state marital filing status, exemptions, and any additional withholding.
10. Lastly, if applicable, provide local tax information and unemployment state details. Review all entries for accuracy before proceeding.

Complete your Cbiz Flex Pay form online today for a streamlined payroll process.