New Account Setup
Submission Information
Submitted By:
First Name
Last Name
Submitted By Email:
example@example.com
Client Demographics
Company Name
DBA
Street Address
Address Line 2
City
State
Zip
Federal ID
State ID
Contact Information
1st Contact Full Name
1st Contact Email
1st Contact Phone
-
Area Code
Phone Number
1st Contact Phone Old (do not use)
2nd Contact Full Name
2nd Contact Email
2nd Contact Phone
-
Area Code
Phone Number
2nd Contact Phone Old (do not use)
Calendar Information
Frequency
Weekly
Bi-Weekly
Semi-Monthly
Monthly
Quarterly
Annual
Semi-Monthly Check Dates
Semi-M 1st-15th
Semi-M 15-EOM
Semi-M 5th-20th
Semi-M Other
Not Semi-Monthly
1st Period Begin Date
-
Month
-
Day
Year
Date
1st Period Process Date
-
Month
-
Day
Year
Date
1st Period Check Date
*
-
Month
-
Day
Year
Date
2nd Period Begin Date
-
Month
-
Day
Year
Date
2nd Period Process Date
-
Month
-
Day
Year
Date
2nd Period Check Date
-
Month
-
Day
Year
Date
Service Selections
Input Method:
*
Dash
Fax
Email
Auto
Call In
Call Out
Services Selected:
Accruals
CalSavers
Certified Payroll
Dash Plan PEPM
Dash Plan Plus PEPM
DashHR
Delivery of Agency Checks
Employee Self Service
EVS
General Ledger
Health Insurance (InCentric)
Labor Law Plus Updates
Labor Law Poster Only
Onboarding
Payroll
Quickbooks Import
SwipeClock Desk
SwipeClock Mobile
Tax Service
Time Import
Vision Care Plan PEPM
Vision Care Plan Plus PEPM
Webclock (Dash)
Worker's Comp (InCentric)
Delivery Method:
Paperless
Next Day
FedEx
US Mail
Printback
Number of Employees:
Are there YTD's?
Yes
No
Upload Required Documentation
Browse Files
Cancel
of
Quoted Annual Revenue
*
Quoted Setup Fees
*
Additional Notes:
zendeskemail
example@example.com
Submit
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Contact 1 Information
Contact 2 Information
Should be Empty: