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Set up a tax entity for benefits

Link your tax entity in Workstream Benefits and ensure employee profiles are complete to enable accurate benefits enrollment.

Updated over a month ago

If your tax entity is already created, the next step is to link it to benefits admin. This ensures employee benefits are connected to the right tax entity.

  1. Go to Admin View, then Benefits.

  2. If you are setting up benefits for the first time, select Setup. To add a new tax entity, select Setup Benefit Entity.

  3. Select Setup next to the tax entity you want to add.

  4. Follow the prompts to set up. Once completed, the status will show as Processing, then the View button will be available once setup is finished.

?What employee information must be completed in Workstream before adding them to benefits?

For employees to be added to benefits, make sure that their profiles are complete and they include the following details:

  • First name

  • Last name

  • Birthday

  • SSN

  • Email

  • Hire date

  • Employment status

  • Address

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