Demographic Information Required for Initial Zenefits Setup

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

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

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

This applies to all active workers, as well as any who were terminated during this calendar year.

  • Full Name
  • Date of Birth
  • Gender
  • Email Address
  • Hire Date
  • Personal Address (City, State, Zip)
  • Work Location
  • Compensation (Salary/Hourly Rate)
  • Compensation Type
  • Social Security Number
  • Employment type (Full Time/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.

This applies to all active workers, as well as any who were terminated during this calendar year.

  • 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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