TRAXPayroll
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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 customerservice@traxpayroll.com. 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