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Implementation Process

TRAXPayroll Implementation Process

  • We need at least 15 business days to get you implemented on the system before you can run and approve your first payroll out of TRAX.
  • The 15 business days will begin after you have completed the initial steps and have returned all signed client agreement documents.
  • All payrolls are due 2 business days before pay date.
  • Client starts the signup process.
  • You can sign up at any time, as we do not charge you anything until you run and approve your first payroll.

TRAXPayroll Implementation with Integrated Partners

  • TRAXPayroll Implementation can be different depending on which integrated partner you are using.
  • Please refer to the correct implementation page.

TRAXPayroll Implementation with BambooHR Integration

TRAXPayroll Implementation with EaseCentral Integration

Here are the steps to complete the TRAXPayroll implementation using TRAXPayroll as a standalone system

  • Welcome Documents - Once the TRAXPayroll account has been setup, print out the forms at the end of the setup, complete and send to That starts out the implementation process and an implementation team member will start working on finalizing the new TRAXPayroll account and contact the client if needed.
  • Data File - The implementation team will send you a Data File to load employee information into that they will use to upload your employees into TRAXPayroll. Those items can include direct deposit, deductions, demographics and W4 information.
  • YTD Wages – Once the employee setup is complete, we will need your YTD wage reports for all employees including terminated employees.  We need summed wages, employee taxes, employer taxes and deductions.
  • Training – Once the implementation is complete a TRAX team member will setup a time to review and walk you through processing your first payroll.

A report that has the same info as this sample screen shot

Related Links

How to Sign Up

Setting Up an Additional EIN

Integration Partners