Access Setup Documents in Zenoti Integrated Payroll
This article explains how to access setup documents in the Zenoti Integrated Payroll (ZIP) dashboard during the onboarding process. These documents help confirm that key payroll data—such as tax liabilities, employee details, and bank account information—has been successfully transferred from a previous provider and is ready for review.
Overview
The Setup Documents section under the Documents tab in the ZIP dashboard provides a centralized location for all documents related to a company’s payroll setup. These documents are primarily used by businesses migrating from another provider. Inception companies (those starting fresh with Zenoti) do not require these documents.
Types of Setup Documents
Historical Liability Debit (HLD) Report
If a business has unpaid taxes from its previous payroll provider, Zenoti generates a Historical Liability Debit (HLD) Report. This report appears in the Setup Documents section after payroll set up is completed. The HLD collection is scheduled after 10 days post first payroll submission with Zenoti.
The HLD report itemizes all unpaid tax liabilities Zenoti will collect from the employer.
For more details, see the Historical Liability Debt (HLD) Report Guide.
Setup verification reports
These reports reflect the payroll data migrated by Check, our migration partner and provide a snapshot of the final setup once it is completed.
Employee setup
A downloadable CSV file lists all employees added during setup. It includes key information such as:
Name
Employment status
Payroll settings
Contractor setup
A CSV file lists all contractors added during setup. It includes details similar to those in the employee setup file.
Bank account setup
A CSV file lists bank account information for employees and contractors. For security, only the last four digits of each account number are visible.
Reviewing and flagging issues
Businesses should carefully review all setup documents during onboarding. Flag any discrepancies before going live with Zenoti Integrated Payroll to ensure accuracy and compliance.
Access Setup Documents
To access setup documents:
Navigate to Employees > Zenoti Integrated Payroll to open the ZIP dashboard.
Click Documents in the right-side menu.
Scoll to the Setup Documents section.
Review the listed document types.
Download CSV files as needed for internal review.
Frequently Asked Questions (FAQs)
Q: Who should access Setup Documents?
A: Only businesses migrating from a previous payroll provider. Inception companies do not require these documents.
Q: When is the HLD report shared?
A: Zenoti shares the HLD report when the historical liability collection is scheduled—typically on the submission deadline of the first approved payroll.
Q: What does the HLD report include?
A: It breaks down the unpaid taxes that make up the total historical liability Zenoti will collect.
Q: What are Setup Verification Reports?
A: These are point-in-time reports showing data migrated by Check during Full Service Embedded Setup.
Q: Can I download employee and contractor data?
A: Yes, both are available as CSV files in the Setup Documents section.
Q: Is bank account information fully visible?
A: No, only the last four digits of each account number are displayed for security purposes.