New Client Questionnaire Page

Please follow the links below and provide the requested information.
If we have any questions our New Client Onboarding team will be reaching out.

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Please complete the following:

Job Information Questionnaire
Direct Debit Authorization
Employee Deduction Worksheet (if applicable)
PTO Tracking Form (if applicable)

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Please provide the following:

Any Child Supports or Garnishments that need to be set up
PTO Balances (if applicable)
Current Employee Deduction Amounts

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Are you interested in any of the following?

If interested in the below items, please click the link and fill out the corresponding form.

HR Training
Safety Training
Employment Screening
Additional Services

Job Information Questionnaire

Client Name(Required)

Worksite Location

Main Location Address(Required)

Street Address Address Line 2 City State ZIP Code

Do you have any employees who work in another state?(Required)

Yes

If Yes, please list the Worksite Location Address

Street Address Address Line 2 City State ZIP Code

Pay Codes

Please select all Pay Codes used by your organization.(Required)

Hourly

Salary

Overtime

Holiday

Bonus

Commission

Tips

Severance

Expense Reimbursement

PTO

Other

Define "Other" Pay Codes:

Job Titles

Please list all Job Titles used by your organization.(Required)

Please type one title per line

Department Names

Please list all Department Names used by your organization.

This information is only needed if you intend to utilize Departmentalized Reports. Please type one department name per line.

Job Costing

Complete the below information if you intend to utilize Job Costing. If you do not intend to utilize Job Costing you do not need to complete this information and may skip to the end of the form.

Job Name

Certified Job