Worker Demographics Required for Zenefits Implementation

Overview

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

Start by downloading our Zenefits Worker Demographics Template. You will provide worker details 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

To set up HR or Benefits, you'll need to provide all the following information for each of your workers.

These requirements apply to all active workers and any workers your company has been terminated during this calendar year.

  • Full Name
  • Date of Birth
  • Gender
  • Email Address
  • Hire Date
  • Personal Address (City, State, Zip)
  • Work Location
  • Compensation (Annual Salary or Hourly Rate)
  • Compensation Type
  • Social Security Number
  • Employment type (Full Time or Part Time)
  • Job Title
  • Department

Demographic Information for Payroll Setup

To set up Zenefits Payroll, you will need to provide all of the HR/Benefits information (see above), as well as the additional information listed below.

These requirements apply to all active workers and any workers your company has been terminated during this calendar year.

  • Payment Method (Check or Direct Deposit) 
  • Bank Account Type (Checking or Savings)
  • Bank Account Number and Routing Number

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