> For the complete documentation index, see [llms.txt](https://knowledge.rollcredits.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.rollcredits.io/payroll/get-started.md). # Finish your payroll onboarding Confirm your employment type, work through the Onboarding Steps card and find out when you can start filling out timesheets. Before RollCredits can pay you, you finish a few onboarding steps, such as choosing how you get paid and filling out your tax forms. They're on the **Onboarding Steps** card at the top of **Payroll > My Timesheet** and **Payroll > My Profile**, which everyone added to payroll on a production can open. {% hint style="info" %} These pages appear only if RollCredits payroll is turned on for your production. The minors' steps appear only if your company uses minors onboarding. {% endhint %} ## Start from your email When your production adds you to payroll, you get an email with a link to **My Timesheet**. On a phone, the **Onboarding Steps** card is the first thing on the page until your timesheet appears. Until you've filled out your W-4 and W-9 (just the W-9 if you're a loanout), or until a minor's onboarding is complete, RollCredits may also send reminders that link to **My Timesheet**: * Around your start date: on the first day of the timesheet week your start date falls in, the day before you start, on your start date, and on the last day of that week. * When someone on your production sends you one. You get at most one of these emails a day. If you have an agent, they're copied on reminders. You don't get reminders while you're confirming your employment type or waiting on a type change. ## Confirm your employment type Until you answer it, the **Confirm Your Employment Type** window opens whenever you open My Timesheet or My Profile. It shows **Your employment type**, such as **W-2 Employee** or **Loanout**, and what that means for your taxes and forms. Your onboarding steps start once you've confirmed it. If the type is right, select **This is correct**. You see "Employment type has been confirmed." and the **Onboarding Steps** card appears. If it's wrong: 1. Select **This isn't right**. 2. Under **What should it be?**, choose the type you should be. 3. If you want, explain why in **Add a note (optional)**. 4. Select **Send request**. To go back without sending, select **Back**. While your manager reviews the request, the note **Employment type change requested** shows instead of your onboarding steps. Once they answer, the window opens again so you can confirm your type. {% hint style="info" %} You can't close the window without answering. If your manager changes your employment type later, you're asked to confirm the new type. An Owner, Super Admin or Manager, or your agent if you have one, can also confirm your type for you. {% endhint %} ## Work through your onboarding steps The **Onboarding Steps** card lists your steps in order and shows how far along you are, such as **20% Complete** and **2 of 5 steps**. Finished steps have a check mark. The current step says what it's for and has a button that opens it. 1. On the **Onboarding Steps** card, select the button under the current step. 2. Finish the step on the page that opens. Each step's guide is listed at the end of this page. 3. When you finish, RollCredits shows "Onboarding step complete. Navigating to next step..." and opens your next step. 4. After your last step, RollCredits takes you back to the page you started from. | Step | Button | | --------------------------------- | ---------------------------- | | **Select Payout Preferences** | **Set Payout Preferences** | | **Complete your W-4** | **Complete onboarding** | | **Complete your W-9** | **Complete** | | **Complete your I-9** | **Submit I-9** | | **Submit your Loanout Documents** | **Submit Loanout Documents** | | **Sign Startwork Documents** | **Sign Documents** | | **Complete Minor Information** | **Complete Form** | | **Complete Minors W-4** | **Complete W-4** | | **Complete Minors W-9** | **Complete W-9** | Until your own steps are done, a banner at the top of every page also shows your place, such as **Payroll onboarding step 2 of 5:**, and links to your current step. Under the current step, tap or point to **How do we protect your data?**. It explains that your SSN, bank details and W-9s are encrypted and used only for payroll, with links to the **Privacy Policy** and **Security Page**. ## Step order Your steps depend on your employment type: * **W-2 Employee**: **Select Payout Preferences**, **Complete your W-4**, **Complete your W-9**, **Complete your I-9**, then **Sign Startwork Documents**. * **Loanout**: **Select Payout Preferences**, **Complete your W-9**, **Submit your Loanout Documents**, then **Sign Startwork Documents**. {% hint style="info" %} If your company uses minors onboarding and your production has marked you as a minor, your steps are different: * **W-2 Employee**: **Select Payout Preferences**, **Complete Minor Information**, **Complete Minors W-4**, **Complete your I-9**, then **Sign Startwork Documents**. * **Loanout**: **Select Payout Preferences**, **Complete Minor Information**, **Complete Minors W-9**, **Submit your Loanout Documents**, then **Sign Startwork Documents**. {% endhint %} ## When you can fill out timesheets Once your own steps are done, the **Onboarding Steps** card goes away and your timesheet appears on My Timesheet. See [Fill out your timesheet](/payroll/crew-timesheet.md). The production may still have its part to finish, such as reviewing your I-9 or loanout documents or signing your startwork documents after you. You can fill out timesheets meanwhile. {% hint style="warning" %} A timesheet can't be approved until your onboarding is complete, including the production's part. {% endhint %} ## In this section * [Choose how you get paid](/payroll/get-started/payout-info.md): pick direct deposit or a paper check. * [Fill out your W-4 and W-9](/payroll/get-started/w4-w9.md): your tax forms, filled out inside RollCredits. * [Complete your I-9](/payroll/get-started/i9.md): verify that you're eligible to work, for W-2 employees. * [Upload your loanout documents](/payroll/get-started/loanout-docs.md): upload your incorporation certificate, for loanouts. * [Sign your startwork documents](/payroll/get-started/startwork.md): fill out and sign your startwork documents. * [Fill out the minor information form](/payroll/get-started/minor-information.md): guardian and Coogan/UTMA account details for minors. * [Sign a minor's W-4 or W-9](/payroll/get-started/minors-tax-forms.md): the W-4 or W-9 form for minors. --- # Agent Instructions This documentation is published with GitBook. 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