Send new hire W-4 request from checklist to employee

Your new-hire checklist still triggers manual W-4 sends, delaying payroll setup and risking compliance. Get W-4 requests sent same day so payroll receives signed forms before the first pay run.

Send new hire W-4 request from checklist to employee

Overview

When checklist steps are checked, this flow generates and sends the W‑4 to the new hire automatically, removing repetitive manual steps for onboarding coordinators. Payroll receives signed tax forms the same day, cutting setup delays before the next pay run.

Send new hire W-4 request from checklist to employee