Employee set up worksheet flex pay 2026

1. Click ‘Get Form’ to open the employee setup worksheet in the editor.
2. Begin by selecting whether this is for a new employee or a change to an existing employee. Fill in the Company ID and Company Name at the top of the form.
3. In the Basic Information section, enter the Last Name, First Name, Middle Name, Address, City, State, Zip Code, Gender (select F or M), Birth Date, and Social Security Number.
4. Proceed to Department and Status Information. Fill in the Department and Workers Comp Code (optional), along with Hire Date.
5. For Pay Rate Information, input Base Rate per hour and Avg Hours (optional). If applicable, add Salary Amount per payroll and any additional rates (2-4) per hour.
6. In Tax Information, select Employee Tax Form type (W-2 or 1099), then complete Federal Filing Status, Exemptions, Additional Withholding amounts for both federal and state sections.
7. Lastly, provide details for Unemployment State if different from withholding state. Include a voided check for direct deposit accounts and specify any splits if multiple accounts are used.

Start filling out your employee setup worksheet flex pay today for free using our platform!