If your workers have an LLC, they must still use their Social Security Number (SSN) to sign up for a Branch account. However, your organization can add a worker’s Employer Identification Number (EIN) to their roster entry for tax documentation purposes.
Follow these steps to add an EIN to a worker’s roster entry:
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Navigate to the ‘Workers’ page in Pay Admin.
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Search for the Worker: Using the search bar above the 'Roster,' type in the name of the worker for whom you want to add an EIN.
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Select the Ellipsis: To the right of the worker’s name, press the three dots. A small pop-up menu will appear.
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Select ‘Edit Roster Record: From the pop-up menu, select ‘Edit roster record.’ Another pop-up will appear called ‘Edit Roster User.’
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Enter EIN Details: In this pop-up, you will be able to edit further details about your worker. Underneath the ‘First Name’ and ‘Last Name’ fields, you will see the ‘Business Name (Optional)’ and ‘EIN (Optional)’ fields.
- Enter the worker’s business name if applicable and the EIN.
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Save Changes: Press the green ‘Save’ button to finalize the changes.