Demographic Information Required for Initial Zenefits Setup
This article describes the demographic information required to set up your Zenefits account. If you are setting up Zenefits Payroll, you will need to provide additional banking and tax information for each worker.
Providing Your Demographic Information
You can find a downloadable excel census template here. Please provide your information by downloading that spreadsheet and filling it out, using one row per individual.
Tip: Mouse over the column headers within the template to see whether a
certain format is required for that piece of information. E.g., each
Social Security Number needs to be a whole number with exactly 9 digits (including
any leading zeroes).
Demographic Information for HR or Benefits Setup
Date of Birth
Personal Address (City, State, Zip)
- Work Location
Compensation (Salary/Hourly Rate)
Social Security Number
Employment type (Full Time/Part Time)
- Job Title
Demographic Information for Payroll Setup
- Payment Method (check or direct deposit)
Bank Account Type (checking or savings)
- Bank Account Number & Routing Number
- Federal Filing Status
- Federal Withholding Allowance
- Additional Federal Withholding
- State Filing Status
- State Withholding Allowance
- Additional State Withholding
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