Companies (Unique FEINs) are used in Zeal to run payroll. They are able to onboard themselves via a Company Onboarding Link. This article helps outline the flow that at least one individual, with significant authority to act on behalf of the Company, will walkthrough in order to get their Company into Zeal and ultimately ready for live payroll.
The Company Onboarding Flow will entail:
Company Information Details
Primary Business Owner Details
- One individual who can make decisions for the Company (Beneficial Owner preferred)
- First Name, Last Name, Job Title, SSN, DOB, Email, Ownership %, Address
- Address provided should be this individual's physical address. Ensure this address is not a PO Box or a PMB, and must be Mail-Deliervable with USPS.
Note: Zeal will perform a Know Your Customer (KYC) check on this individual. Supporting documents may be asked later to verify the information given.
Business Details
- Legal Business Name, EIN, Address, Phone Number.
- To avoid onboarding delays, ensure this business name is the legal business name of your organization filed with the IRS.
- If you are doing business under a different name, you can upload a DBA document later and work with Zeal to update the name.
- The address supplied must be the business address registered with the IRS for your organization. If there is a separate, physical address for the business that may be asked to be supplied at a later date.
- A separate, mailing address can be optionally provided. This would be the address that appears on Employee paystubs.
Note: Zeal will perform a Know Your Business (KYB) check on this Business. Supporting documents may be asked later to verify the information given.
Bank Account Information
Account and Routing Number
- Supply the Account and Routing number of the Business bank account that will used to run all Payroll through.
- This account is used to pay all Direct Deposit Net Pay, Employee and Employer taxes, certain Deductions or other Misc types of debits depending on your unique build in Zeal. This is included as part of a Company Debit total when running Payroll.
Micro Deposit Verification
- Verify the bank account provided via the micro-deposit method. Micro-deposits are small, temporary deposits (under $1) made to the bank account, to confirm account ownership when linking it to Zeal's platform.
- Supply the two micro-deposit amounts received to continue the flow. In the sandbox test flow any 2 amounts under $1 will work to continue. In the live flow you will blocked after 3 failed attempts.
Note: In the Live onboarding experience after you Submit the bank account details you will have to wait 1-2 business banking days for the Micro Deposit amounts to arrive in your account, then return to the onboarding link to verify the amounts and continue with the flow.
Signature and Acknowledgment of Agreements
The final stage of the flow is to agree and acknowledge various Agreements and Disclosures presented as part the establishing the Zeal payroll relationship. A Signature is asked that will be used where a Signature is needed for the Company.
The following forms will be presented to checkbox:
- Tax Information Form (Form 8821)
- Reporting Agent Form (Form 8655)
- ACH Authorization Form
- Deposit Account Form
- E-Sign Disclosure Agreement
- CIP/USA Patriot Act Notice
- Privacy Policy
- Terms & Conditions
After completing registration, you will be taken to a landing page. You are able to go back to the Zeal dashboard and access your specific Company's dashboard. depending on your migration requirements your Company status may vary. Refer to Zeals' Company Statuses for more information on what each means and how to move to live.
Below is an example of the Onboarding flow through the Sandbox text environment. The actual Live onboarding experience may be different.
Updated