The Payroll Entities page is your central hub for setting up and managing payroll across tax entities in Workstream. Here, you’ll configure company details, tax information, and bank accounts to ensure payroll runs smoothly.
Each entity’s setup status is clearly displayed, with options to update, complete, or view detailed information.
From creating new entities to finalizing pay schedules, this page ensures compliance and accuracy for all payroll-related tasks.
Navigate the Payroll Entities page
Different parts of the Payroll Entities page in admin view.
Feature | Purpose |
A. Set up tax entity |
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B. Payroll entities table (main area) |
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C. View details |
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D. Update |
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E. Complete |
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Payroll entity statuses
Payroll entity status
🔵 Live |
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🟡 Needs attention or In progress |
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🔴 Blocking |
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Setup status
✅ Checkmark |
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⚠️ Triangle |
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— Dash |
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Manage a payroll entity
This step will talk about how to manage and review important settings related to tax information, payroll settings, workplace locations, and documents.
From admin view, click Payroll Entities.
Click View details on the Payroll Entity you want to view and manage.
Review and update the Payroll Entity information:
Tax Information: This tab shows the basic legal and company details, such as the legal name, address, and phone number of the payroll entity. You can also update the tax setup here to ensure the tax information is accurate and up to date
Payroll: In this section, you can manage payroll settings like the pay schedule, pay frequency, and linked bank account details. You’ll also see information about the next payday and the current status of the payroll entity’s banking information. Editing options are available to update bank account information as needed
Workplaces: This tab lists all the workplace locations associated with the payroll entity. You can view, edit, and add new workplace locations to ensure that each workplace is correctly linked to payroll processing
Documents: This section contains important documents related to the payroll entity, such as tax forms and authorization paperwork. You can access and review these documents as needed
Review tax setup and track payroll tax payments
Use the Tax Information tab to manage your company’s tax setup and make sure payroll taxes are being paid correctly and on time. This section shows you what taxes are due, when they’re due, and whether they’ve already been paid.
Here's how to go to the tax information tab:
In Admin View, go to Payroll Entities.
Select View details next to the payroll entity you want to edit.
Review and manage your tax details in the Tax information tab.
Basic information
Confirm or update the legal and business contact details for your company.
What you can do:
Review your legal name, DBA (doing business as) name, address, and phone number
Click Edit to update this information if needed
Tax setup
Set up or update the tax jurisdictions your business operates in, so the system can calculate, file, and deposit taxes correctly.
What you can do:
View all tax jurisdictions (federal, state, local) where your company is registered
See the progress for each jurisdiction (e.g., “3 of 3 items complete”)
Edit tax information for any jurisdiction as needed. When you click Update tax setup, a modal appears listing each applicable jurisdiction.
Tax deposits
Track the status of payroll-related tax payments and confirm that taxes are being paid correctly and on time.
📌 After each approved payroll, tax deposits are automatically created. These represent the tax amounts that will be paid to government agencies (federal, state, and local).
What you can do:
See a list of generated tax deposits for each payroll
Each tax deposit includes the following details:
Payroll name: The payroll that triggered the tax deposit
Tax type: The kind of tax (e.g., federal, state)
Payday: The associated payday for the payroll
Due date: The date the tax payment is due (may take up to 24 hours to appear after payroll is approved)
Amount: Total amount of the tax deposit.
Funding status: Indicates if the payroll has been successfully funded
Deposit status: Shows whether the tax payment has been sent to the appropriate tax agency
Download the list as a .csv file for reporting or reconciliation
Understanding deposit status
📌 A deposit will only be paid once the associated payroll is funded.
Funding Status | Deposit Status |
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Set up a pay schedule
If your company has multiple pay schedules, you can set up more than one. Here's how:
From the Admin View, click Payroll Entities.
Next to the entity you want to update, select View details.
Go to the Payroll tab, then, on the Pay schedule section, select Add pay schedule.
Add a pay schedule:
Pay schedule name: Enter a name for the schedule.
Frequency: Choose how often employees will be paid.
Bank account for payments: Select the bank account to use for this schedule.If no bank accounts are available, you'll need to add one before continuing.
First period end: Set the end date of the first pay period.
First pay day: Set the date when the first payroll will be processed.
(For semi-monthly schedules only) Second pay day: Set the second pay date.
When you're done, click Save to apply the pay schedule.
Run payroll when there are multiple pay schedules
If your company has multiple pay schedules, all schedules will be listed under the Upcoming tab in Payroll.
📌 If a pay schedule falls on a bank holiday, a warning will appear so you can prepare payroll ahead of time.
Set up or manage bank account information
Learn how to set up a bank account for payroll funding, or manage which bank is being used (when multiple bank accounts are set-up).
Set up a bank account
Here's how to set up a bank account to fund payroll:
From admin view, click Payroll Entities.
Select View details on the Payroll Entity you want to view and manage.
Go to the Payroll tab, then scroll down to the Bank account section.
Select Edit to set up a bank account for the first time. You can set up multiple bank accounts to fund payroll.
Follow the prompts to link your bank account. You can link via Plaid or manually enter your account details.
Manage bank account for payroll funding
Learn how to change which bank account is being used for payroll funding. Below are the steps on how to do it:
From admin view, click Payroll Entities.
Click View details on the Payroll Entity you want to view and manage.
Click on the Payroll tab.
Click on Edit in the Bank account section.
If you need to add a new one, click on Add bank account.
If you want to manage an exisiting one (remove or select as default), click the three dots next to that bank account.
Note: If there is only one bank account tied to the payroll entity, you won't be able to delete it.
Whitelist ACH accounts with your bank
As part of our payroll service, our payroll partner Check will be crediting and debiting funds from your company bank account(s).
To avoid any issues with your bank blocking payroll transactions, it’s essential to whitelist the following ACH accounts for debit and credit transactions:
1209306000
942875288L
By notifying your bank of these accounts, you’ll help ensure that payroll-related transactions are not mistakenly rejected, which could delay employee payments. Please contact your bank for instructions on how to whitelist these accounts. Keep in ind that some banks may refer to this as “Trusted Accounts” or “Pre-approved Accounts.”