Learn more about our approach to pricing and billing Hourly's Fair Billing Policy takes a look back approach to the current month and will only bill you for the employees who used the service that month. While most providers bill for each employee you have in their system, we understand that this is not always a proper assessment of your usage. 

This article explains the process for setting up your business account for payroll and tax payments The bank account you add to Hourly will be used for your payroll expenses as well as your tax payments. The account will need to be verified before it can be used. Complete the two-step process below to properly set up your bank account for payroll and taxes. Select Settings from the menu Select Bank Accounts Select Add A drawer will open on the right side of your screen, enter Routing Number, Account Number, Account Type Enter the Name on Account (no special characters allowed) using letters and numbers only Select Save Two deposits will be made to your account from Hourly within the next 24 hours.

This article explains how to assign Supervisor or Manager access levels in the system To assign administrative level access to an employee, you must have Manager access in Hourly.  Select Employees from the menu Select the employee you are editing Scroll down to the Payroll section  Under Role use the dropdown to select Supervisor or Manager If assigning a Supervisor, View Options will appear so you can activate visibility to Pay Stubs and Job Costing.

This article explains how to change a pay rate or salary for an employee Updates to Pay Rates or Salary can only be made by a Manager. Select Employees from the menu Select the name of the employee requiring updates Scroll down to the Payroll Section Select the current Pay Rate listed A drawer on the right side of the screen will open Enter the New Rate, the Type (hourly or annually) Select the Effective Period (note that changes to pay rates can only be made effective the current or prior pay period if payroll has not been processed) Select Save

This article reviews how to download payroll data When it comes to downloading reports there are three different options. Learn about the different reports below. To access reports Select Payroll from the menu Select the pay period you want to download reports for Select Export The options will appear for Payroll Summary, All Pay Stubs and Payroll Report. Payroll Summary will generate final numbers for a specific payroll or pay period.

This article reviews each section of the new W-4 Federal Tax Withholding form The IRS issued a new version of Form W-4 to improve the accuracy of taxes withheld each year. Whether updating withholdings, or completing a new form, the new version must be used. The new Form W-4 has a five step process for determining employee withholdings. Step 1 - Employee's Personal Information and anticipated filing status (single, married or head of household).

This article explains how to add a new employee to the system When adding new employees to Hourly, follow these steps. Select Employees from the Overview screen Select the orange Add Employee button Add employee First and Last Name Phone Number is optional. If you need to set up your employee on Time Tracking then phone number is required. Email address is optional. If entered, Hourly will email a copy of the employee's paycheck to them each pay period.

This article explains how to print your employee's W-2 forms You can print your company's W-2 forms in just a few simple steps. Select Taxes from the menu Select the correct year using the drop down menu in the top right corner Under Annual Returns, hover over the W-2 option Select the icon to view your W-2s A PDF file containing your company's W-2s will generate  Hourly can also print your W-2 forms and mail them to you.

This article will explain how to process payroll with Hourly Complete the following steps to process your payroll with Hourly: Select Payroll from the menu Select the pay period that is Due Select the orange Pay button Confirm all of the details that appear on the new screen  Select Run Payroll On the next confirmation page select Run The pay period will change from Due to Submitted status Your payroll is complete!

This article will explain the steps to follow if you need to pay one specific employee or a group of specified employees If you need to process payroll for one, or multiple employees without completing your company's pay period, follow the steps below: Select Payroll from the menu Select the pay period you will pay the employees for Select the three dots to the right of the employees name Select Select from the drop down menu Finish selecting the employees you are processing payroll for When complete select the orange Pay button Confirm the payroll details on the new screen Select Run You have now processed payroll for a select employee or group of employees.

This article explains how to enter direct deposit for your employees To setup direct deposit for your employees follow these steps. Select Employees from the menu Select the name of the employee you need to set up direct deposit for Select the Direct Deposit tab Toggle the Status from Inactive to Active A drawer on the right side of the screen will open where you can enter Routing Number, Account Number, Account Type and Name on Account Select Save To add an additional account or multiple accounts, see our article How To Set Up Multiple Bank Accounts For Direct Deposit

This article explains how to code your S-Corp officers health insurance contributions for tax purposes If your business is contributing to health insurance premiums for your 2% S-Corp officers, the officers will need to be coded in the system for proper taxation.  To properly code your 2% Shareholders payroll you first need to setup the adjustment in the system: Select Settings from the menu Select Payroll Settings Select Add New Enter the Custom Adjustment Label as 2% Shareholder Health Insurance Select the Type as 2% Owner Medical Enter a Description (in example, 2% shareholder health insurance) Select Save Now you will need to setup the adjustment in your payroll batch:

This article explains how to add earnings and non-taxable wages to payroll Select Settings from the menu Select Payroll Settings A list of default Payroll Adjustment items will appear If your adjustment item is listed, toggle from inactive to active status If you need to add a new payroll item, select the Add button A drawer will open titled New Adjustment Name your payroll item under Custom Adjustment Label Select Taxable or Non Taxable Enter a Description Select Save

This article explains how to setup direct deposit for more than one bank account Employees can set up multiple bank accounts for direct deposit. Direct deposits can be set up by flat dollar or percentage. Go to the employee profile page by selecting Employees from the menu  Select the name of the employee Select the Direct Deposit tab If not yet active, toggle from Inactive to Active If the employee already has a bank account setup, select Add Account A drawer on the right side of the screen will open.

Keep track of your payroll checks with delivery tracking features Track your payroll packages after you submit payroll. Hourly will send you an email with tracking details or you can log in to the app to track it. Select Payroll from the menu Select the pay period for the package you want to track A status of Paid should appear with a link to track package Select the track package link and find the current status of your payroll checks

This article explains how to make changes to your payroll after its been submitted If you need to make changes to your payroll after you've hit the submit button, you may still have an opportunity to pull it back into edit status and make changes. As long as your payroll batch shows a status of Submitted you can make updates.   Select Payroll from the menu Select the payroll batch you want to edit (must show Submitted status) Select the red Undo Payroll button Your payroll batch will now show a status of Due After completing the above steps you can update the payroll and resubmit as needed.

This article explains how to make changes to employee tax withholdings Each employee should complete the form W-4 for their federal tax withholdings and the applicable state tax form upon hire. Only certain states withhold state taxes and each uses their own distinct form.  You'll want to reference your employee's completed forms when logging in to the system. Select Employees from the menu Select the employee requiring changes from the employee list Scroll down to the Payroll section of the employee profile to Tax Info Hover over the current entry (defaults to W-2 Employee)  Select the pencil icon A drawer on the right side of the screen will appear Under the Federal tab you can now edit the Employment Type, Social Security Number, Hire Date, Family Status, Allowances, Additional Withholdings and Claim Exemptions Select the State tab and edit the Family Status, Allowances, Additional Withholdings and Claim Exemptions Select Save

How to apply earnings and non taxable wages to your payroll batch Once your payroll adjustment items have been setup in the system, you can add them to your payroll batch by completing the following steps. Select Payroll from the menu Select the applicable payroll batch Select the three dots to the right of the employees name requiring the adjustment Select Payroll Adjustments in the dropdown Locate the adjustment needed from the list and enter the amount Select Save

This article explains how to download your employee pay stubs Complete the following steps to view and download employee pay stubs: Select Employees from the menu Select the employee you need to download paystubs for Select the Paycheck History tab at the top of the screen Select Export Pay Stubs on the right of the screen Enter the appropriate date range Select Confirm and a PDF will download with the pay stubs for the specified date range To download a pay stub for one specific pay period:

The purpose of this article is to demonstrate how to pull all the data that is needed in order to switch from QuickBooks Online Payroll to Hourly Here are the steps: Login to your QuickBooks Online account  Navigate to the Reports section  In the search field, type: "Payroll Summary by Employee" Select "All Employees"  Generate a separate report for each quarter for the current year. Click "Share" and save it as an Excel file Email the reports to: support@hourly.

This article explains the difference between the two administrator roles There are two administrative access levels in Hourly. Managers and Supervisors. For employees requiring administrative access, you will need to determine whether Supervisor or Manager access is best.   Supervisor - has access to add new employees, add locations and tasks and to view and edit employee timecards. Confidential data for Supervisors is blocked. They cannot view pay rates or process payroll.

File form 8655 with the IRS to authorize a reporting agent for payroll tax filing purposes In order for your payroll company to handle your tax filings with the IRS, you'll need to complete form 8655 to authorize them as a reporting agent for your business. Form 8655 establishes the relationship between your business and the reporting agent with the IRS, giving the reporting agent authority to submit taxes and make deposits on behalf of your business.