🏢 Step 2: Add Company Info & Team
Now that your account is created and secured (see 🛠️ Step 1: Create an Account), it's time to move deeper into the heart of your setup: defining your company structure and building your team inside FlexPay. This step unlocks all downstream functions like tax compliance, payroll logic, and user permissions. By inputting your official company details, including business type, address, industry, and contact roles, you're setting the foundation for how FlexPay tailors workflows, document templates, and reporting logic to your organization’s unique needs. Whether you're a sole proprietor, LLC, S-Corp, or C-Corp, your business identity impacts how payroll and taxes are managed, so it’s important to get this section right the first time.
Once your core company details are filled in, you'll move into the Team Builder, where you’ll begin adding key stakeholders such as yourself (as an admin or business owner), other company admins, HR/payroll managers, and eventually the employees or contractors you plan to pay through FlexPay. The fields shown during this process change dynamically based on previous choices. For example, if your company was registered as an S-Corp in Step 1 and operates in more than one state, FlexPay will request secondary addresses, registered agent info, and assign a Compliance Complexity Score (displayed on the summary screen at the end of this step). This dynamic behavior ensures that you’re only entering what’s relevant, while also preparing you for upcoming tax, onboarding, and reporting workflows in Steps 3–5.
As you begin filling out your Company Info, FlexPay checks your business name against a registry database to help catch spelling errors or mismatches. You’ll also be asked to define your NAICS industry code, which will drive preset payroll and benefits rules used by many federal and state systems. If your company has a DBA (Doing Business As) name, you can include that here too — FlexPay will use it in outgoing pay stubs and employee portals. The system also verifies your business start date, which determines whether your payroll responsibilities begin immediately or after a future date. This is especially important for new businesses filing their first payroll.
After completing the core company section, you’ll proceed to the Team Setup. Here, you can invite team members via email, bulk upload from a spreadsheet, or add them manually. FlexPay distinguishes between internal roles (like payroll admins or owners) and payroll recipients (employees and contractors). Each role has its own permission tier, which is clearly explained during the invite flow. You can even assign optional roles like: Time Approver or Document Reviewer to help distribute admin responsibilities across your organization. This flexibility is great for growing teams, especially if you plan to delegate tasks like onboarding new hires or approving timesheets.
To ensure accurate tax filings and payroll eligibility in Step 3, you’ll need to provide additional data for each team member. For employees, this includes full legal name, work location, email, job title, employment type (FT/PT), and start date. Contractors require fewer fields, but FlexPay still collects essential info for issuing 1099-NEC forms later. If your employees are based in different states, FlexPay will create a Location Matrix that informs your tax document setup in Step 4. Each entry you make here will be referenced by future screens when calculating jurisdiction-specific rules, making this step the literal blueprint for payroll accuracy.
FlexPay also integrates a “Remote Team Toggle”, which asks whether your employees are fully remote, hybrid, or onsite. This detail is critical, as remote status can trigger additional registration requirements in certain states, particularly for unemployment insurance and state withholding. You’ll receive real-time compliance alerts if your current registrations don’t support your team's geography. FlexPay even links to the relevant state websites so you can quickly register and return.
💡 Hint: Want to onboard faster? Use our “Invite Later” feature to proceed now and loop in your team after launch.
You’ll also assign default pay schedules and compensation types for each team member. Choose between hourly, salaried, or contract roles. You can set different pay rates and default hours per week, and in the next step, FlexPay will use this info to pre-populate your first payroll draft. This intelligent carryover is part of the data chaining design that runs throughout FlexPay’s onboarding.
After all team data is entered, you’ll reach the Team Summary View. This interactive panel shows which team members are “Ready for Payroll,” “Pending Invite,” or “Missing Key Info.” You can filter by state, role, or invite status. Each person listed here will be mapped to your future payroll runs, tax obligations, and onboarding flows.
✅ Summary
In this step, you’ve transformed your FlexPay account from a blank slate into a fully registered company profile with a mapped-out team. These details directly power Steps 3 and 4, feeding into your tax jurisdiction setup and payroll preview logic. Every person added here becomes part of your larger payroll engine, enabling automation, compliance, and collaboration at scale.
🔄 What’s Next?
You're now ready to Setup Bank Info in Step 3. This is where you’ll link your company’s payroll funding source, assign payment routing rules, and unlock FlexPay’s live balance monitoring system. Your team is set — now it’s time to pay them.
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