You're almost there

Watch this quick note from Charley, then upload your last two payroll reports. We'll run your real numbers and send back a full savings analysis within a day or two.

Send your payroll, securely

Drop in your last two payroll reports, itemized by employee, with no personal information on them.

What we need

Your last two pay periods. One row per employee, and for each person:

  • Gross wages for that pay period
  • Deductions for that pay period (any pre-tax deductions such as 401(k) or health premiums)
  • Pay schedule (weekly, every two weeks, twice a month, monthly)
  • Filing status
  • Exemptions claimed
  • State

Export it straight out of your payroll system. Most systems call this a payroll register or payroll detail report. Don't retype anything.

PDF, Excel, CSV or a screenshot all work. Two files is fine, one per pay period.

This is what works

It does not have to look like this. It just has to be itemized like this.

Employee State Filing Exempt. Pay schedule Gross Deductions
Employee 1 UT S 1 Weekly $742.50 $0.00
Employee 2 UT M 2 Weekly $486.00 $25.00
Employee 3 UT S 0 Weekly $1,104.00 $48.00
...one row for every person on payroll

Fill out the information below, then click the upload box to add your files.

This is how we match your files to your account
The entity name on your payroll or tax filings, not your location's brand name.
Please remove names, SSNs, addresses, and any other PII or PHI.

Your files are transmitted securely and shared only with our benefits team and UnifyWell.

Rather talk it through?

Grab a time with Charley and we'll walk through it together, whether you've just sent your payroll or you'd like to ask a few questions before you do.

Book a call with Charley