LASSO Payroll Set Up

STEPS AT A GLANCE

Step 1 — Activate LASSO Payroll in Django
Step 2 — Create the Company in Check Console via Django
Step 3 — Configure Company Settings in Check Console
3a — Company Info (Start Date)
3b — Add Signatories
3c — Workplaces

📌 Note: First time logging into the Check Console? Start here: Logging Into Check's Console

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STEP 1 — ACTIVATE LASSO PAYROLL IN DJANGO

Add Account Feature Overrides

Navigate to Account Feature Overrides in Django

1. Click Add Account Feature Override.

2. Find the customer name in the Account dropdown.

3. Select <Feature: payroll_embedded> from the Feature dropdown. Click Save.

4. Click Save and add another. This time, select <Feature: payroll_activities> from the Feature dropdown.

5. Click Save.

✓ Done: Payroll is now activated in the customer's LASSO instance. Two payroll permissions will appear in User profiles when you click sysadmin.

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STEP 2 — CREATE THE COMPANY IN CHECK CONSOLE VIA DJANGO

Navigate to Check Company in Django

1. Click Add Check Company.

2. Find the customer in the Account finder box. Required.

3. Enter the Legal Company Name. Required.

   1. Don't stress if it's not 100% accurate yet—the customer will confirm their legal name during onboarding. It can also match what you entered when setting up their LASSO account.

4. Enter an email address. Required. Use any valid address for now.

5. Search for and link the associated Swipeclock account. If it hasn't been created yet, skip.

   1. Note: this is not the Swipeclock Site Code (the code Swipeclock assigns to our customers)—it's the code LASSO assigns in Django. Use the search feature to find the right account.

6. Click Save. This triggers a call to Check's system to create the account. Once saved, a Check company ID will appear in this record—that's the code that links LASSO to Check for this customer.

📌 Note: You can return to this record later to add Payroll Groups and Divisions once those have been configured.

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STEP 3 — CONFIGURE COMPANY SETTINGS IN CHECK CONSOLE

Once you're in Check Console, complete the following configuration for the customer's company. Make sure you're working on the Setup tab (not the Live tab) on the Companies page.

📋 Note: The information needed for Start Date, Workplaces, and Signatories comes from the Payroll Intake Form linked in the Arrows Plan.

3a — Company Info (Start Date)

On the Company Info screen, scroll down to find the Start Date field. Enter the customer's first pay date. This is the date employees and contractors can expect to receive their first pay—and the date the IRS and state tax agencies use to identify when tax liabilities begin.

⚠️ Important: The Start Date must be a valid bank date. Weekends and federal holidays are not accepted.


3b — Add Signatories

Users with the "Can Manage Payroll Onboarding" permission must be set up as Signatories in Check Console. Users who only have "Can Manage Payroll" do not need to be added as Signatories.

Before you begin: Make sure the appropriate users have been given the "Can Manage Payroll Onboarding" permission in LASSO. See Payroll User Permissions

1. Click the Signatories tab.

2. Click + Add Signatory.

3. Enter the required information. The email address must match exactly what's in the user's LASSO profile — this is case sensitive. A capital letter in one place and not the other will cause it to fail. Click Save.

4. Repeat for any other users with the "Can Manage Payroll Onboarding" permission.

📌 Note: Once the customer goes live, you'll add any new Signatories from the Live tab instead of the Setup tab.

3c — Workplaces

Add at least one workplace for the company. During initial setup, name it something generic like "Main"

1. Click + Add Workplace.

2. Enter the workplace name (e.g., "Main").

3. Leave the "Can be associated with employees" checkbox checked.

4. Complete any remaining required fields and click Save.

5. Repeat for any additional locations if the company operates out of more than one office.