Run Payroll from the same place you manage your business – no more switching between apps
Streamline your payroll process with integrated Time Tracking and self-service access to paystubs for your employees
Seamless onboarding and ongoing customer support from a specialist at Housecall Pro
HCP Payroll Features
Everything you need to pay and manage your team
Full-service payroll (including W-2s & 1099s)
Flexible earnings: bonuses, commissions, PTO
Free payroll tax filings
Downloadable payroll reports
Quickbooks integration
Employee Benefits (Workers Compensation, Health Insurance, 401K)
Integrated Time Tracking
Compliance Alerts*
HR tools and templates*
Pre-Demo/Onboarding Preparation
Please have the following information ready at the time of your demo call:
Company legal name and DBA (if applicable)
Federal Employment Identification Number (FEIN)
Names, addresses, email/phone numbers (if applicable), start date, & date of birth of at least 1 employee and/or contractor that you’d like to set up in HCP Payroll system
Year to Date Payroll Historical Report (sometimes referred to as a Payroll Journal Report)
This should include a breakdown of the following information for each employee and contractor for each pay period in the current calendar year:
Employee Names
Pay Periods
Payday
Taxes
Deductions
*For 2-day processing: Come prepared with 2 months of bank statements for bank account verification. You can also email these to payrollsecuredocs@housecallpro.com ahead of the call to save time.
Book a Demo Call
Book a call with a Success Advisor
You can book a demo with one of our Success Advisors! Visit our website: https://www.housecallpro.com/features/payroll/ |
About our Success Advisors:
The Success Advisor team works with enrolled pros to help get them set up with payment processing, additional features, and plan upgrades. Their goal is to help pros utilize all features available to them, understand the value, and continue to bring the pro up the value curve.
A Success Advisor is a dedicated resource to invest in our pros by showing them the value of the platform through unlocking Housecall Pro payments and features to help them reach their business goals. Pros who use 80%+ of their Housecall Pro features grow 30% in their first year, When our pros grow, we grow.
2 Ways to Onboarding with HCP’s Payroll System
Assisted Onboarding | Independent Onboarding |
Get to book a call and be assisted by our Implementation Specialists all throughout the Onboarding process | Work on your own pace independently with the Onboarding process, and ask for assistance when needed |
Assisted Onboarding
Adding Payroll and booking a call with an Implementation Specialist for Payroll Onboarding:
Adding Payroll and booking a call with an Implementation Specialist for Payroll Onboarding:
Login to your HCP Account
Go to My Money
Payroll & Benefits
Click on Overview
Choose the Payroll Plan you want to onboard with
Select “Choose this Plan”
Select “Talk to our team”
Schedule a call based on your availability
Enter all the necessary information needed on the calendar invite
We have your meeting booked! Wait for the scheduled call and meet with your Implementation Specialist!
Independent Onboarding
Adding Payroll and working on Payroll Onboarding independently (unless assistance is needed for Pros switching from previous payroll providers):
Adding Payroll and working on Payroll Onboarding independently (unless assistance is needed for Pros switching from previous payroll providers):
Login to your HCP Account
Go to My Money
Payroll & Benefits
Click on Overview
Choose the Payroll Plan you want to onboard with
Select “Choose this Plan”
Select “Start it yourself”
Set your first payday goal with HCP
Select if you have paid team members for the current year (if yes, you’ll have to schedule a call with an implementation specialist to migrate and import those payroll records to HCP’s payroll system)
Select a pay schedule
Answer how you currently run payroll (if not “new to running payroll”, you’ll have to schedule a call with an implementation specialist for the data migration for payroll reports)
Choose who your company is planning to pay
You can now independently onboard your company with HCP’s Payroll (you do have the option on the right side of your screen to schedule a call or start a chat with our implementation specialists if you experience roadblocks or need assistance with data migration)
Switching to HCP from another Payroll Provider (Gusto, ASP, QuickBooks Online, Paychex Flex, CPA, etc.)
Granting Admin Access to Implementation Specialists
Make sure you have with you your Admin Login Credentials for your current payroll provider. You’ll need to grant us an Admin Access to your payroll provider, that way, we can extract reports on behalf of you, hassle free!
Removing or Downgrading Payroll Plan
How to remove or downgrade payroll plan:
When the need arises to transition to a lower-tiered subscription plan for your HCP account, please reach out to the HCP Payroll team directly through the Blue Chat Bubble.
Should you need to cancel your HCP payroll subscription, please inform us accordingly and prepare the responses to the following inquiries.
Contact name:
Business name:
Effective date to cancel service:
Address for future correspondence:
Reason for cancellation:
Do you need us to file Q3/YE/W2 payroll returns or will you be moving over to a new payroll provider who will be filing these on your behalf?
Do you need any historical payroll reports of what has been processed with HCP?
Do you need to process any more payroll through HCP before your payroll is terminated?
A member of our team will reach out to you to confirm your cancellation details.