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Services Requested
Payroll
Time and Attendance-SC
Onboarding
Time and Attendance - iSolved
Benefit Admin
ACA
HR
Learn & Grow
General Ledger
Hire
Zywave
WOTC
Poster Program
Company Legal Name
*
SUI Number
SUI Rate
DBA
*
Pay to the Order Of
Do you currently track ACA?
-None-
Yes
No
ACA Details
NASIC Code
Company Phone
Company Fax
Website
Business Description
Business Legal Address
City
State
Zip Code
Mailing Address Same as Legal Address
Mailing Street
Mailing City
Mailing State
Mailing Zip Code
Send Checks/Reports to
-None-
Business Legal Address
Mailing Address
Contact Person
C.O. First Name
C.O. Last Name
Phone
Email
*
Preferred Method of Contact
Phone
Email
Auth. Contact 1
Auth. Phone 1
Auth. Email 1
Auth. Contact 1 Responsibilities
Auth. Contact 1 is Owner?
Auth. Contact 1 Can Access Reporting/Portal
-None-
No
Yes
Auth. Contact 2
Auth. Phone 2
Auth. Email 2
Auth. Contact 2 Responsibilities
Auth. Contact 2 is Owner?
Auth. Contact 2 Can Access Reporting/Portal
-None-
No
Yes
FEIN Number
State ER
What States You Have Employees In
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Is Company Registered for SUI?
-None-
Yes
No
Applied For
What accounting software do you use
-None-
Quickbooks Desktop
Quickbooks Online
Other
current payroll GL upload to your accounting softw
-None-
Yes
No
Processing Frequency
-None-
Weekly
Bi-Weekly
Semi-Monthly
Monthly
Payroll Processing Day
-None-
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
1st Processing Date
Period Start Day
-None-
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
First Pay Period - Start Date
Period End Day
-None-
Monday
Tuesday
Thursday
Friday
Saturday
Sunday
First Pay Period - End Date
Period Delivery Day
-None-
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
First Delivery Date
Pay Day
-None-
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
First Check Date
Processing Method
Client will Call In
Client will Email Premier
Client will Use Spreadsheet
Client Wants Premier to Call Them
Run Auto
Client will Fax
Self Service - Client will Process Themselves
Time Clock
Integration
Processing Method Details
New Hire Entry Method
Send info to Premier to Enter
Will enter via Self Service
Will use Electronic Onboarding
Will Use Direct Deposit
Direct Deposit for
-None-
All Employees
Some Employees
Handling of Weekend and Bank Holidays
-None-
Day Prior
Next Business Day
Bank Name
Routing Number
Account Number
Starting Check Number
Is Company processing entries on behalf of another
-None-
Yes
No
Explain
Does Company use foreign funds for either settleme
-None-
Yes
No
Signature to be Printed on Live Checks?
-None-
Yes
No
Do you want all fees pulled from main Account?
Testing
-None-
Option 1
Option 2
Deductions
Child Support
Wage Garnishments
401K/IRA
Medical
If 401K, do you match?
PTO Accruals for Employees?
Please explain your current, vacation, sick
Check Format or Check-Stub?
-None-
Sealed
Check-Stub
Workers Compensation Insurance?
-None-
Yes
No
Worker Compensation Carrier
Workers Compensation Method
-None-
Monthly Prem.
Pay-Go
Carrier
Have Disability Insurance?
Offer Health Insurance?
Health Insurance Policy
Has Departments
CPA Name
CPA Firm
CPA Phone
CPA Email
Do you want CPA to have access to information?
Ins. Broker Name
Ins. Broker Phone
Ins. Broker Email
Healthcare Broker Name
Healthcare Broker Phone
Healthcare Broker Email
Salesperson
-None-
tj@premierpayrollny.com
Number of Employees
Additional Notes
Is there a 401k?
-None-
Yes
No
401k Details
Do you have a current PTO policy?
-None-
Yes
No
Current PTO Policy Details
Auth Contact 1 Responsibilities
Payroll
Billing
HR
Onboarding
Benefits
Time
Auth Contact 2 Responsibilities
Payroll
Billing
HR
Onboarding
Benefits
Time
Do you have a current Vacation policy?
-None-
Yes
No
Current Vacation Policy Details
Please provide the name of the company used
How do you collect employee time punches currently
-None-
Manually
POS
Timekeeping Software
Will be using Premier’s Time
Other
Enroll in our Compliance Poster Program
-None-
Yes
No
Posters Only
Additional State Registration & Number
Posters Languages
English
Spanish
Other
What account are physical checks drawn on?
-None-
Operating
Payroll
Other
Do you have disability insurance?
-None-
Yes
No
Disability Insurance Details
Do you offer Health insurance?
-None-
Yes
No
Health insurance Details
Do you have a current Sick policy?
-None-
Yes
No
Current Sick Policy Details
Do you have any other policy we need to be aware
-None-
Yes
No
Other Policy Details
Who is current payroll provider?
Current Payroll login Information & Password
Monthly Payroll Limit
Department Details
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