Welcome to Paper Trails Onboarding Hub

Welcome to your Paper Trails onboarding. We’ve designed this process to be simple, guided, and respectful of your time. In just a few short steps, we’ll gather the essentials we need to set up your payroll and HR correctly so your first payroll runs smoothly. Most clients complete this in under 20 minutes, and our team is here to help at any point along the way.

What to Expect

You’ll complete three short steps to help us set up your payroll and HR the right way for your business. While there are a few details to cover, each step is focused on gathering only what’s necessary to get you up and running smoothly.

✅ Confirm your company details
Review your business information and upload your EIN documentation so we can ensure tax and payroll records are set up accurately from day one.

✅ Share basic payroll setup information
Tell us how your payroll typically runs — such as pay frequency, first payroll date, and who will be involved on your team. This helps us tailor your setup to your real-world operations.

✅ Provide bank information
Securely share the account details used for payroll and tax payments so funding and filings run smoothly.

Once these steps are complete, our team will review everything, send your agreement for signature, and help you schedule your kickoff call. From there, you will have a few meetings with our implementation team so they can build your system and guide you toward your first successful payroll.

Before You Begin

To make this process quick and smooth, it helps to have a few items handy before you start. Many clients find they can complete onboarding in one sitting when these are nearby.

Required documents and details include:

• EIN documentation (such as an IRS letter or prior tax return showing your EIN)
• A voided check or bank letter for your payroll funding account

Need help finding your EIN? Our team can guide you.