Onboarding employees to pay them through Xplor Payroll Processing requires three steps:
Syncing employees from Mariana Tek
Sending the onboarding invite to employees
Employee completes the invite
Employee Sync
For employees to appear in Payroll Processing, they must be employees at Mariana Tek.
Navigate to Xplor Payroll > Payroll Processing > Dashboard.
Under Mariana Tek Sync, select Create in Check.
Place a check by email for the employee that you want to create in Payroll Processing > fill in the following > Create Selected Workers.
Type: Contractor W-2 Employee
Workplace: Studio location where the employee works
Only required for W-2 employees
This enrolls them into Payroll Processing, and now invites can be sent out for them to enroll.
Employee Onboarding Invite
You can send invites to employees to submit their bank account information to receive payment. The invite link expires in 24 hours.
Navigate to Onboard Employees. From here, you will see the following employee details:
Name: Contractor or Employee
Email
Check Status
Mapped in Check: Has been synced from Mariana Tek
Not in Check: Needs to be synced.
Onboard Status
Completed: Synced, and the employee has completed the onboarding invite
Needs Attention. Blocking: Synced, but the employee has not completed the onboarding invite, or verification failed
N/A: Has not been synced
To send an onboarding invite, click Actions > Onboard link.
Click Send Email or Copy the link and manually text it to the employee. Send invites one at a time; you can't send them in bulk.
We recommend sending a message via text/email to inform them that the link is on its way and that it will expire in 24 hours. Use the template below:
Hi [First Name],
You should have received a payroll onboarding link for our new payroll processing platform. Please complete your onboarding within 24 hours to ensure your account is set up in time for upcoming payments.
The onboarding process takes a few minutes and includes entering your personal and tax information and selecting your preferred payment method.
If you have any issues accessing the link or completing the setup, please reply to me directly, and I can resend.
Employee Experience
In the link, employees will be asked to complete the following:
Social Security Number
Address
Payment Method: Checking or Savings
Account and routing numbers
W-9 signature
Once completed, the studio can run the employee's payroll.
