Everything You Need to Complete Your Company Enrollment
Welcome to Beyond! We’re dedicated to making payroll as straightforward as possible, and that starts with setting up your account correctly. During onboarding, we ensure all your company details are entered accurately so your payroll runs smoothly from day one.
To finalize your enrollment, you’ll need to gather the following information:
- Your company’s tax ID, physical address, and contact details
- Banking information for payroll, including account credentials
- Owner or officer identification and contact details, including a direct phone number
- Your payroll schedule and estimated payroll amounts
- The name and address of at least one work location
Once you have everything ready, simply follow our step-by-step setup guide, and your enrollment will be completed quickly and efficiently.
Feeling Overwhelmed by Information?
If you don’t have all the required details ready, or if some of it is unfamiliar, don’t worry, that’s completely normal!
That’s exactly why we have the Beyond Onboarding Center. It walks you through what information you’ll need, where to locate it, and how each piece connects to your account setup.
Here’s what you’ll need to have on hand to enroll your company with Beyond:
Company Registration
Federal Employer Identification Number (FEIN)
Your FEIN is a nine-digit number assigned to your company by the IRS. Provide this number during account setup or in the Company section of your Beyond Dashboard. You can apply for an FEIN directly on the IRS website.
State and Local Tax Identifications
Provide a state tax ID for each state where your company has tax obligations. These typically cover income tax withholdings and unemployment taxes, but requirements differ by state.
Some states also require local tax registrations, so it’s important to understand what is required in each jurisdiction.
Form 8655 and Third-Party Agents
Form 8655 must be signed by a company owner or corporate officer, authorizing Beyond to file and remit taxes on your company’s behalf.
Most states have a process to approve Third-Party Agents to handle payroll tax filings and payments.
This is separate from a Power of Attorney form, which authorizes Beyond to communicate directly with state tax authorities on your behalf.
Banking and Prior Payroll
Provide Prior Payroll Data
If your company has already paid employees during the current calendar year, submit your payroll history reports. This ensures accurate tax withholdings and filings on your behalf.
Verify Your Bank Account
Payroll funds will be drawn from this account. Verification can be completed instantly during enrollment or at a later time.
Set Up Direct Deposit
Direct deposit is a safe and efficient way to pay employees. You may still issue paper checks in the same payroll run if needed.
Ordering Check Stock
If you plan to print checks frequently, you can obtain blank check stock for your printer. Enter your company banking information so payments print securely on your checks whenever you process paper payments.
Compliance and Integrations
Set Up Workers’ Compensation Insurance
Most states require employers to carry workers’ compensation insurance. You can manage your existing plan using Beyond’s Workers’ Comp Tracking tool, which is useful in the event of an audit. If you do not yet have coverage, you can schedule a free consultation to learn more.
Establish Health Benefits
Our team of licensed brokers makes it easy to offer medical, dental, and vision plans that fit any budget.
Set Up Payroll Accrual Policies
Configure custom company accrual policies with multiple rates, monitor employee balances, and approve time-off requests.
Accounting and Timekeeping Integrations
Beyond integrates with trusted accounting and time tracking platforms to provide a seamless payroll experience from scheduling to bookkeeping.
Labor Law Compliance
Federal and state regulations require employers to provide certain leave policies, access to legally required postings, and harassment prevention training. This may include updating labor law posters at worksites, scheduling mandatory harassment training, or offering sick or medical leave policies.
People, Places & Pay Periods
Set Up a Pay Schedule
Define your company’s pay schedule to determine how often employees receive their pay. Keep in mind that many states have specific pay frequency requirements.
Enter Worksite Information
Worksites associate employees with physical locations, which helps determine accurate tax profiles and ensures proper calculation of all applicable taxes.
Add Employees
You can enter employee information yourself, or our Implementation team can do it for you, including prior pay history for accurate payroll setup.
Add Administrators
Administrator users can manage their team, set tasks, approve hours and wages, and run payroll. You control their access and permissions through managed settings.
Set Up Deductions
Retirement plan contributions, insurance premiums, and other common payroll deductions can be fully customized and added to your Beyond account.
Set Up Payroll Pay Items
Pay items indicate how a worker is classified, such as hourly, salaried, overtime exempt, or any other category you need for payroll purposes.
Need Help?
If you still have any questions, please don’t hesitate to reach out. Our team will be happy to provide answers and assist you in any way we can.