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Complete Onboarding

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After all the steps are completed, onboarding needs to be finalized and submitted for underwriting to be approved or rejected (if there are compliance or fraud concerns).

Check a Company's Onboarding Status

To confirm all steps have been completed, you can check the company’s onboarding status by pinging the get the company's onboarding status endpoint. The data returned in this endpoint helps inform the required onboarding steps and respective completion status.

{
  "uuid": "c44d66dc-c41b-4a60-9e25-5e93ff8583f2",
  "onboarding_completed": false,
  "onboarding_steps": [
    {
      "title": "Add Your Company's Addresses",
      "id": "add_addresses",
      "required": true,
      "completed": true,
      "requirements": []
    },
    {
      "title": "Add Your Employees",
      "id": "add_employees",
      "required": true,
      "completed": true,
      "requirements": [
        "add_addresses"
      ]
    },
    {
      "title": "Enter Your Federal Tax Information",
      "id": "federal_tax_setup",
      "required": true,
      "completed": true,
      "requirements": [
        "add_addresses",
        "add_employees"
      ]
    },
    {
      "title": "Add Your Bank Account",
      "id": "add_bank_info",
      "required": true,
      "completed": true,
      "requirements": []
    },
    {
      "title": "Select a Pay Schedule",
      "id": "payroll_schedule",
      "required": true,
      "completed": false,
      "requirements": []
    },
    {
      "title": "Sign Documents",
      "id": "sign_all_forms",
      "required": true,
      "completed": false,
      "requirements": [
        "add_employees",
        "federal_tax_setup",
        "state_setup",
        "add_bank_info",
        "payroll_schedule"
      ]
    },
    {
      "title": "Verify Your Bank Account",
      "id": "verify_bank_info",
      "required": true,
      "completed": false,
      "requirements": [
        "add_bank_info"
      ]
    }
  ]
}

Finish Onboarding

This can be done using the Onboarding Flows (Pre-built UI) or via API call to finish company onboarding.

New Company Review Process

Finishing company onboarding automatically triggers Gusto’s internal approval process which must be completed before a company can process payroll. The approval process can take up to one business day so it is recommended that company onboarding is completed accordingly to ensure employees are paid on time.

You can check the company’s approval status using our get a company endpoint where "company_status": "Approved".

📘

Update Information Post Onboarding

  • If you need to make any changes to company or employee info post onboarding, you can use the Company and Employee endpoints to do so.
  • If using Flows (Pre-built UI), recall the Flows to make the necessary adjustments. State tax information cannot be edited via Flows so you must contact Support.

Updated over 2 years ago

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