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Payroll Onboarding User Guide | Roll Credits Help Center

Payroll Onboarding User Guide

RollCredits provides a streamlined payroll onboarding process for both W2 employees and W9 contractors.

Written by Chase Gladish

🎬 Payroll Onboarding Guide

Welcome to Roll Credits! If you've been invited to join a production as a payroll employee or contractor, you'll need to complete onboarding before submitting timesheets or receiving payments.

🚪 How to Access the Onboarding Process

You can access onboarding in two ways:

1. From the Timesheet Page

  • Log into your Roll Credits account and navigate to your Timesheet page.

  • A checklist of required onboarding steps will appear.

  • Click "Complete Onboarding" to begin.

Log into your Roll Credits account and navigate to your Timesheet page.

A checklist of required onboarding steps will appear.

Click "Complete Onboarding" to begin.

2. Direct Access

Go directly to: app.rollcredits.io/payroll/onboarding

📝 What to Expect During Onboarding

The onboarding steps vary depending on whether you’re a W2 Employee or a W9 Contractor.

👤 W2 Employee Onboarding

You’ll be prompted to complete the following steps:

  • Personal Information
    Enter your legal name, address, contact details, and Social Security Number (SSN).

  • Tax Forms
    Fill out your W-4 tax withholding form.

  • Direct Deposit Setup
    Provide your bank account details for payroll deposits.

  • I-9 Verification
    Complete the I-9 employment eligibility form and upload required supporting documents.

Personal Information
Enter your legal name, address, contact details, and Social Security Number (SSN).

Tax Forms
Fill out your W-4 tax withholding form.

Direct Deposit Setup
Provide your bank account details for payroll deposits.

I-9 Verification
Complete the I-9 employment eligibility form and upload required supporting documents.

🧾 W9 Contractor Onboarding

As a contractor, you’ll need to complete:

  • Personal/Business Information
    Provide your legal or business name, address, and contact info.

  • Tax Forms
    Complete the W-9 form using your Tax Identification Number (SSN or EIN).

  • Payment Method
    Set up how you'd like to receive payments (e.g., direct deposit).

Personal/Business Information
Provide your legal or business name, address, and contact info.

Tax Forms
Complete the W-9 form using your Tax Identification Number (SSN or EIN).

Payment Method
Set up how you'd like to receive payments (e.g., direct deposit).

🗂️ I-9 Document Submission (W2 Employees Only)

W2 employees are required to verify identity and work eligibility by submitting I-9 documentation.

How It Works:

  1. During onboarding, you'll be guided to the I-9 section.

  2. Select your documents:

    • One item from List A, or

    • One each from List B and List C

  3. Upload clear PDF or image files of your documents.

During onboarding, you'll be guided to the I-9 section.

Select your documents:

  • One item from List A, or

    • One item from List A, or

  • One each from List B and List C

    • One each from List B and List C

    Upload clear PDF or image files of your documents.

    After submission, you’ll be automatically returned to your timesheet page.

    ✅ Accepted File Formats:

    • PDF: .pdf

    • Image: .jpg, .jpeg, .png

    PDF: .pdf

    Image: .jpg, .jpeg, .png

    🎯 Completing the Onboarding Process

    Once all required steps are completed:

    • Your onboarding details will be automatically validated.

    • You’ll be redirected to your Timesheet page.

    • The checklist will show all items as completed.

    • You’re now ready to submit timesheets and receive payments!

    Your onboarding details will be automatically validated.

    You’ll be redirected to your Timesheet page.

    The checklist will show all items as completed.

    You’re now ready to submit timesheets and receive payments!

    🛠️ Troubleshooting & Support

    If you run into any issues:

    • Use a supported browser: Chrome, Firefox, Safari, or Edge

    • Confirm that your uploaded documents are in an accepted format

    • Contact your production manager or email us at help@rollcredits.io

    Use a supported browser: Chrome, Firefox, Safari, or Edge

    Confirm that your uploaded documents are in an accepted format

    Contact your production manager or email us at help@rollcredits.io

    For state-specific payroll compliance or wage details, please refer to our [State-Specific Requirements documentation].

    Absolutely! Here’s a well-organized Payroll Onboarding FAQ based on your guide. It's structured for clarity and ease of use, covering the most common questions new users may have:

    ❓ Payroll Onboarding – FAQ

    1. How do I start the onboarding process?

    You can start onboarding in two ways:

    • Via Timesheet Page:
      Go to your Timesheet page and click the "Complete Onboarding" button on the checklist.

    • Direct Link:
      Visit app.rollcredits.io/payroll/onboarding to go straight to onboarding.

    Via Timesheet Page:
    Go to your Timesheet page and click the "Complete Onboarding" button on the checklist.

    Direct Link:
    Visit app.rollcredits.io/payroll/onboarding to go straight to onboarding.

    2. What information do I need to provide during onboarding?

    For W2 Employees, you'll need:

    • Legal name, address, contact info, SSN

    • Completed W-4 tax form

    • Bank details for direct deposit

    • I-9 form and verification documents

    Legal name, address, contact info, SSN

    Completed W-4 tax form

    Bank details for direct deposit

    I-9 form and verification documents

    For W9 Contractors, you'll need:

    • Legal or business name, address, contact info

    • Completed W-9 form (SSN or EIN)

    • Preferred payment method

    Legal or business name, address, contact info

    Completed W-9 form (SSN or EIN)

    Preferred payment method

    3. How do I submit my I-9 documents? (W2 employees only)

    During onboarding:

    • You'll be prompted to fill out the I-9 form

    • Choose your documents from:

      • List A, or

      • List B + List C

    • Upload clear copies as PDFs or images

    You'll be prompted to fill out the I-9 form

    Choose your documents from:

    • List A, or

      • List A, or

    • List B + List C

      • List B + List C

      Upload clear copies as PDFs or images

      Accepted file types: .pdf, .jpg, .jpeg, .png

      4. What happens after I complete onboarding?

      Once you've submitted all required information:

      • The system will validate your entries

      • You’ll be redirected to your Timesheet page

      • Your onboarding checklist will update to show completed items

      • You’ll now be able to submit timesheets and receive payments

      The system will validate your entries

      You’ll be redirected to your Timesheet page

      Your onboarding checklist will update to show completed items

      You’ll now be able to submit timesheets and receive payments

      5. I'm having trouble uploading documents. What should I do?

      Try the following:

      • Use a supported browser (Chrome, Firefox, Safari, or Edge)

      • Check that your file is in one of the accepted formats: .pdf, .jpg, .jpeg, .png

      • Contact your production manager or email help@rollcredits.io

      Use a supported browser (Chrome, Firefox, Safari, or Edge)

      Check that your file is in one of the accepted formats: .pdf, .jpg, .jpeg, .png

      Contact your production manager or email help@rollcredits.io

      6. Where can I find more information about state-specific payroll rules?

      You can refer to our State-Specific Requirements documentation for information on local payroll laws, tax rates, and wage compliance.