We are excited to announce the launch of Thryv Workforce Center, Thryv's automated payroll solution! At the time, Thryv Workforce Center is only available to users of Thryv Command Center, who have purchased after August 1st, 2023. A version of Thryv Workforce Center compatible with all Thryv accounts is under active development.

Manage your workforce with time tracking, payroll, and staying on top of your team with Thryv Workforce Center! This guide will show you how to set up payroll on your account so you can get started. This process should take approximately 5 minutes to complete. 

If you haven't already set up your Thryv Workforce Center account, the first step is to confirm your business information. Ensure your contact information is correct (if not, this can be corrected in Thryv Command Center™. Then, enter your legal business name (not a DBA), and your FEIN. You can find this info on your FEIN assignment form (From CP575) If you don’t have one, please apply online at the IRS Website. Check the box to agree to the terms and conditions and click on Set up my Workforce Center.

Article Contents:

• Before You Set Up Payroll
• Address & Locations
• Business Industry
• Payroll Setup
  • Verify with Plaid
  • Verify Your Bank Account Manually
  • Schedule Payroll
• Staff Management
• Taxes Setup
• Sign Documents
• FAQ

Before You Set Up Payroll

Here are the items you will need in order to set up payroll. You are able to save your progress and return, but you will not be able to complete setup and start using payroll without these items.

1. You must have an EIN (Employer Identification Number) in order to use payroll. This number is also referred to as an "Employer Tax ID." If you don't have one, Click Here to apply for one.
2. Ensure you have your state/local ID (your driver's license if you have one will satisfy this requirement).
3. Tax Payer type and Federal Filing Form
4. State Tax information if applicable
5. Business Address and all work locations if applicable
6. Bank Account information
7. For your employees you wish to add you will need
   1. First & last name
   2. Email address
   3. Job title and pay rate
   4. Work location if different
   5. Hire date

Once you're ready to get started, click on Payroll on the left-hand navigation

To get started, check the box agree to terms of service and authorize data sharing between Thryv and our payroll partner, Gusto, then click on Get Started. 

Address & Locations

Enter your business information as it appears on your tax documents.

Next, add any additional locations where your employees will work. If your filing address is your only location, you can continue. If your employees report directly to job sites (for home services or contractors) you do not need to list job sites, just your business location.

Business Industry

Select your business industry. If you don't see an exact match, choose the closest available.

Payroll Setup

Next you'll need to verify your bank account. You can choose to instantly verify with your online banking credentials using Plaid, or verify manually. Keep in mind, if you are manually verified, there is a 1-2 day turnaround to verify, and payments take 4 days on average. Whereas, if you verify through Plaid, you will be verified instantly, and payments will only take 2 days.

Verify with Plaid

First, select your bank from the list, or find it by searching. If your bank does not appear, this means your bank does not connect to Plaid, and you will have to verify manually.

Log in with your online banking credentials

Click Allow to grant the necessary permissions to verify your bank account.

Congratulations! Your bank account has been verified! 

Verify Your Bank Account Manually

To verify manually, first select your account type and enter your routing and account number. You can locate your account number and routing number at the bottom of a check, or on your bank statement.

Next, you'll need to send two test deposits to confirm your bank account. In the fields available, enter amounts for each deposit. This amount will be deposited and then immediately withdrawn from your bank account for verification purposes. Enter the amounts and click on Submit Test Deposits to send.

Once the test deposits are sent, your bank account has been verified.

Schedule Payroll

Now that your bank account is connected, you're ready to create your first payroll schedule. You can add more payroll schedules later in your Settings. Select a name for this schedule, and select a payment frequency and dates from the drop-down.

Scroll down to schedule your first pay date. Take note of the deadline to run your first payroll.

When previewing your payroll calendar, note the pay days and deadlines to run payroll.

Review your schedule and make sure it is accurate

Staff Management

Now that you've set your payroll schedule, you are ready to add your staff. To get started, click on Add Staff

You can search for existing staff members from Thryv Command Center, or add an employee manually. 

Note: An employee does not have to be a staff member in Thryv to be added to payroll.

Enter the information for your employee. Note that if the employee is a staff member in Thryv Command Center, their information will pre-populate and can not be changed here, it must be changed in your Thryv Command Center settings.

Next, enter the employee's job title and compensation information.

Finally, enter a contact email address for your employee and set their role. From here, they will receive an invitation to complete their onboarding themselves. The roles available are:

• Staff - can access their pay, view/edit their information, and track time
• Manager - can access their own pay, can see staff contact information and mange tracked time
• Admin  - can add, pay, dismiss staff and manage tracked time

Repeat this step for each employee added. As you add your staff, you will see the status of their onboarding.  Use the filters at the top to filter your staff by status.

While it is up to your staff members to submit their information, you can remind them to finish missing information or take action on their invite.

Once they have completed their onboarding, click on review to review and approve them. If their information is correct and complete, click on Finalize. If you have more staff members to review, you can click on Review Next to move on to the next one.

Note: Additional questions may appear on your screen based on your state.

Taxes Setup

Next you will need to set up your federal and, if necessary, state taxes. To start, enter your business information and select your tax payer type and federal filing form type. 

If state taxes are required, you will be required to submit additional information. This could be additional required documents to upload or questions answered. Complete these additional steps and click Save & Continue. 

Sign Documents

There are a few documents that need signed by your business. You may either appoint yourself as the signer or send to someone else to sign. 

Appoint Myself

First, enter your contact information

Once you've confirmed your contact information, there are 2 documents needed for you to sign. Click on Sign to view and sign them.

To sign the document, click on Add Signature. Then, type your name in the signature field that appears and check the box. Finally, click Sign Document to sign.

Appoint Someone Else

To send the documents to another person to sign, you'll need to enter their contact information, then click on Send Invite. This person will have 48 hours to accept the invitation and sign the documents. You are able to resend the invitation, or delete this person and appoint a different signer, from this screen. 

Once the necessary documents are signed, click on Save & Continue. 

Once you have completed all of these steps, all that's left to do is submit your enrollment for approval. Once your enrollment is approved, you will be able to return to this screen to run and mange your payroll.

Enter Previous Payrolls

If you are enrolling for payroll with Thryv Workforce Center in the middle of a quarter, you will need to enter all previous payrolls from the beginning of this quarter. Click Here for a full guide to submitting your historical payroll.

FAQ

Does an employee have to be a staff member in Thryv Command Center to be added to payroll?

No, an employee in payroll does not necessarily have to be added as a staff member in Thryv Command Center to be an employee in payroll.

Do I have to complete this entire process at once?

No, your progress will be saved as you go, and you are able to return to this screen later and pick up right where you left off. However, if you get to the part where you add your employees, keep in mind they will be sent the invitation to self-onboard right away. However, they will not be able to complete their self-onboarding until you complete the process. If they try to self-onboard before you finish setting up payroll, your employee will encounter an error.