WorkGenius: Onboarding via Payroll Profile
WorkGenius Learning and Development
15 steps
56 seconds
Workgenius
Initiating via Email Link
1
If you received an email prompting you to set up your account, select "Start Setup" from the email.
2
The link will open the WorkGenius platform, where your name and email will already be populated. Indicate the country in which you reside, create a password, and accept the terms and conditions. For the optimal experience, it is recommended to opt into email communications. Select "Create Account".
WorkGenius Platform
3
If you received an email prompting setup, once you select "Create Account", you will be brought to your WorkGenius dashboard. For those not setting up from an email, navigate to your WorkGenius dashboard. The onboarding process can begin by selecting "Get Started" or "Payment Profile".
4
Confirm the personal information listed is accurate and make any necessary adjustments. Complete any information not already listed. Click "Next"
5
Confirm the contact information listed is accurate and make any necessary adjustments. Complete any information not already listed. Click "Next".
6
Enter the full name of an emergency contact, their phone number, and specify the type of contact. Select "Save and continue"
7
Enter your social security number and specify your citizen status. If the assignment requires driving vehicles, indicate that under Driver's License. Select "Next".
8
For those setting themselves up as a W2 contractor: Complete all the fields on the Tax Declaration form and select "Next".
9
For those setting themselves up as a 1099 contractor: Indicate the "Type of Business" from the dropdown menu and enter your "Employer ID Number " (Employer Identification Number / EIN) Enter additional details that may be related to your specific business. Some of these additional fields may include "Business Name" and "Tax Classification". \*If you are not operating under a registered business, select "I have no registered business".
10
Indicate verification methods, upload the appropriate documentation and specify any expiration dates. Click "Save and continue" *\*If operating a vehicle is required with the assignment, you will also be prompted to upload a license here.*
11
Enter the bank name, specify the account type, and provide the account numbers. Click "Finish".
**Note:** Contractors located outside of the United States will NOT see the “Bank Account Information” section. Once you’ve completed the steps outlined in this guide outside of this banking step, you will receive an email from Hyperwallet prompting you to set up your account and enter your banking information. WorkGenius partners with Hyperwallet to process payments for those located outside of the United States. To access your Hyperwallet account, click the “Go to Hyperwallet” button in the top-right corner of your WorkGenius screen. A new tab will open, and you’ll be asked to log in with your WorkGenius credentials.
12
Within the "Payroll Profile", information can be edited by selecting the pencil/pen icon in the appropriate areas.
13
Click "Sign Documents"
14
Click "Sign" in each pending document to e-sign. *\*Each assignment is different and required documents may differ from those in the screenshot.*
15
Once your payroll profile has been set up, it will be reviewed by a member of the WorkGenius team to complete the setup.
WorkGenius: Onboarding via Payroll Profile
WorkGenius Learning and Development
15 steps
56 seconds
Workgenius
Initiating via Email Link
1
If you received an email prompting you to set up your account, select "Start Setup" from the email.
2
The link will open the WorkGenius platform, where your name and email will already be populated. Indicate the country in which you reside, create a password, and accept the terms and conditions. For the optimal experience, it is recommended to opt into email communications. Select "Create Account".
WorkGenius Platform
3
If you received an email prompting setup, once you select "Create Account", you will be brought to your WorkGenius dashboard. For those not setting up from an email, navigate to your WorkGenius dashboard. The onboarding process can begin by selecting "Get Started" or "Payment Profile".
4
Confirm the personal information listed is accurate and make any necessary adjustments. Complete any information not already listed. Click "Next"
5
Confirm the contact information listed is accurate and make any necessary adjustments. Complete any information not already listed. Click "Next".
6
Enter the full name of an emergency contact, their phone number, and specify the type of contact. Select "Save and continue"
7
Enter your social security number and specify your citizen status. If the assignment requires driving vehicles, indicate that under Driver's License. Select "Next".
8
For those setting themselves up as a W2 contractor: Complete all the fields on the Tax Declaration form and select "Next".
9
For those setting themselves up as a 1099 contractor: Indicate the "Type of Business" from the dropdown menu and enter your "Employer ID Number " (Employer Identification Number / EIN) Enter additional details that may be related to your specific business. Some of these additional fields may include "Business Name" and "Tax Classification". \*If you are not operating under a registered business, select "I have no registered business".
10
Indicate verification methods, upload the appropriate documentation and specify any expiration dates. Click "Save and continue" *\*If operating a vehicle is required with the assignment, you will also be prompted to upload a license here.*
11
Enter the bank name, specify the account type, and provide the account numbers. Click "Finish".
**Note:** Contractors located outside of the United States will NOT see the “Bank Account Information” section. Once you’ve completed the steps outlined in this guide outside of this banking step, you will receive an email from Hyperwallet prompting you to set up your account and enter your banking information. WorkGenius partners with Hyperwallet to process payments for those located outside of the United States. To access your Hyperwallet account, click the “Go to Hyperwallet” button in the top-right corner of your WorkGenius screen. A new tab will open, and you’ll be asked to log in with your WorkGenius credentials.
12
Within the "Payroll Profile", information can be edited by selecting the pencil/pen icon in the appropriate areas.
13
Click "Sign Documents"
14
Click "Sign" in each pending document to e-sign. *\*Each assignment is different and required documents may differ from those in the screenshot.*
15
Once your payroll profile has been set up, it will be reviewed by a member of the WorkGenius team to complete the setup.
