If your company or broker subscribes to EaseCentral Enhanced Onboarding, employees will be asked to enter emergency contacts, W-4 withholding designations, I-9 required identification, and direct deposit details when they complete their onboarding and enrollment in EaseCentral. Any employee with a hire date within 60 days will be asked to complete these onboarding steps if this feature is activated in EaseCentral.
Employee Onboarding Experience:
Employees can enter any emergency contacts that should be referenced if needed by the employer.
If onboarding is activated for your company's portal, employees will enter their W-4 filing status and any additional withholdings and allowances.
State W-4 forms will be generated along with the Federal W-4 form W-4 (STATE LEVEL) is enabled in Marketplace > Onboarding > Customize and the employee is a resident of a supported state. Supported states are NY, CA, IL, LA, and PA. We are continuing to add state W-4 forms to our list of supported states on an ongoing basis.
At this time this information is not mapped onto any state tax forms for non-supported states but can be referenced and updated in payroll if needed.
When employees are at I-9 step in the onboarding process they will be asked to confirm their citizenship and enter evidence of identity and employment authorization by uploading identifying documents from the IRS list of acceptable documents.
Employees will then enter their banking information for direct deposit purposes in the Payroll step of the onboarding process.
Accessing Employee Onboarding Information:
Company Administrators can access Emergency contacts entered by employees in the employee's profile in the Contacts page.
The completed and signed W-4 and I-9 documents will be available in the employee's Documents > SHARED page in EaseCentral when the employee completes the onboarding process.
Direct deposit information entered by the employee during onboarding will be accessible in the DIRECT DEPOSIT page.