Gusto App: A Step-by-Step Guide to Getting Started

Introduction

The Gusto app is designed to simplify payroll, benefits, and HR management for businesses of all sizes. Whether you’re a first-time user or transitioning from another platform, this step-by-step guide will help you get started with Gusto and make the most of its powerful features.

Step 1: Sign Up for Gusto

1. Visit the Gusto Website or Download the App: Head to Gusto’s website or download the Gusto app from your device’s app store.
2. Create an Account: Provide your business email address, choose a secure password, and complete the basic sign-up form.
3. Select a Plan: Gusto offers various pricing plans. Choose the one that fits your business needs and budget.

Step 2: Set Up Your Business Profile

1. Enter Business Details: Fill in your business name, address, and EIN (Employer Identification Number).
2. Add Banking Information: Input your business bank account details to enable payroll processing and tax payments.
3. Verify Your Identity: Complete the verification process to ensure compliance with federal and state regulations.

Step 3: Add Employees and Contractors

1. Input Employee Information: Add details such as names, email addresses, job titles, and hire dates.
2. Invite Employees to the Platform: Employees receive an email invitation to access their profiles, review benefits, and complete onboarding tasks.
3. Include Contractor Details: For contractors, input basic information and payment terms.

Step 4: Configure Payroll Settings

1. Set Pay Schedules: Choose how often employees and contractors will be paid (weekly, biweekly, monthly, etc.).
2. Define Payment Methods: Opt for direct deposit, paper checks, or both.
3. Enter Tax Details: Provide tax filing information and select whether Gusto will handle tax filings for you.

Step 5: Choose Benefits and Compliance Options

1. Select Benefits Packages: Offer health insurance, retirement plans, and other perks through Gusto’s benefits marketplace.
2. Enroll in Compliance Support: Take advantage of automated tax filings, labor law updates, and ACA compliance tools.
3. Add Workers’ Compensation: Ensure your business is covered by purchasing a workers’ compensation policy through Gusto.

Step 6: Run Your First Payroll

1. Review Employee Hours: Confirm timesheets and PTO balances.
2. Approve Deductions: Verify any deductions for benefits or garnishments.
3. Submit Payroll: Click “Run Payroll” to process payments and tax filings. Employees will be notified when their payments are processed.

Step 7: Explore Additional Features

1. Utilize Time Tracking: Use Gusto’s integrated time tracking for accurate payroll calculations.
2. Create Reports: Generate detailed payroll and benefits reports to gain insights into your business operations.
3. Customize Notifications: Set reminders for important tasks like tax filings and employee birthdays.

Tips for Maximizing Gusto’s Potential

• Keep Employee Data Updated: Regularly review and update employee and contractor information.
• Enable Employee Self-Service: Allow employees to manage their profiles, benefits, and tax documents through the app.
• Leverage Gusto’s Support: Use the Help Center and customer support for any questions or troubleshooting needs.

Conclusion

Getting started with Gusto is straightforward and designed to save time while improving accuracy in payroll and HR management. By following this guide, you’ll be well on your way to streamlining your business operations with Gusto’s robust tools.