New setup form template 2026

1. Click ‘Get Form’ to open the New Employee Setup Form in the editor.
2. Begin by selecting whether the employee is a New Hire or Rehire. This selection is crucial for processing their information correctly.
3. Fill in the Mandatory Employee Information section, including Social Security Number, Employee Name, Street Address, City, Zip Code, State, Hourly Rate or Salary Rate, and Date of Hire.
4. Complete the Federal Tax Withholding section by indicating Marital Status and the number of Federal Exemptions. Repeat this for State Tax Withholding.
5. If applicable for New York State Employers, indicate eligibility for Dependent Health Benefits and provide the date eligible if 'Yes' is selected.
6. In the Optional Employee Information section, you can provide additional details such as Gender, Date of Birth, and multiple Pay Rates along with their associated departments.
7. Lastly, include any Workers Compensation Code and any Special Instructions or Voluntary Deductions as needed.

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