Collect Every New Hire's Payroll Forms Before Their First Check
Payroll services chase clients' new hires for W-4s and direct deposit forms while the first payroll looms. Collect every required form from new hires automatically before the run.
- 1
Detect New Hires
Add a
Webhooknode firing when a client adds a new employee. - 2
Send the Form Packet
Add a
Typeform/Gmailnode collecting W-4, direct deposit and I-9 details. - 3
Track Completion
Log which forms are received against what's required.
- 4
Confirm Payroll-Ready
Add a
Slacknode telling payroll when the hire is fully set up. - 5
Activate and Test
Activate the workflow with a test hire. Confirm collection and confirmation work.
Frequently asked questions
Why before the first run?
A missing W-4 or account number delays the first paycheck — a terrible new-hire experience the collection prevents.
Compliance forms?
Include I-9 and state-specific forms so the hire is legally set up, not just paid.
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