How do I change or add information after I have completed the application?

To update worker information:

1. Click on the People tab within the Payroll app
2. Click Show Details next to someone's name, then Details and this icon ee tearsheet be taken to their tearsheet
3. Select the pencil icon to edit the section.
4. Select Save to confirm the changes.
  • Please note that some changes to demographic information may update the required tax jurisdictions. In this case, you will need to complete the Set Up Your Tax Information task and sign the payroll documents again.


To add a current or former worker:

1. Click on the People tab within the Payroll app.
People Tab
  • To add a current employee, select +Add Current Employee, enter the employee’s information in the dialog box and click Invite Employee to Zenefits.
  • To add a former employee, click on the Terminated tab and select +Add Former Employee. Then enter the employee’s information in the dialog box and click Save.

2. Once all your current employees and your former employees terminated this year are listed in the table, click Yes, All My Employees Are Listed Above.
  • Please note that some changes to employee demographic information may update the required tax jurisdictions. In this case, you will need to complete the Set Up Your Tax Information task and sign the payroll documents again.


To update tax information:

1. Click on the Settings tab within the Payroll app and then select Taxes from the left menu bar.
Payroll Taxes

  • Please note that this page will automatically populate the required jurisdictions based on the states where you have employees working and/or living.

2. Click on the pencil icon in the top right corner of the federal or state tax information box.
3. Enter the tax information for the jurisdiction and click Save.
4. Once the tax information has been entered for each jurisdiction, click Tax Setup is Complete.


To upload additional payroll documents:

1. Click on the Settings tab within the Payroll app and then select Implementation Documents from the left menu bar.
IMP Dox
2. Upload the required payroll documents under the appropriate section and then click Submit for Review.


To update pay types:

1. Click on the Settings tab within the Payroll app and then select Pay Types from the left menu bar.
Pay Types
2. Click +Add in either the Earnings, Deductions, or Contributions section.
3. Enter the pay type information with the dialog box and click Create.
  • Be sure to set up and review pay types carefully as these are used to calculate paychecks and process payroll.

4. Once all the Pay Types have been set up, click All My Pay Types Are Set Up.

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