When to Use This
You're going through the onboarding process and need guidance
You want to know what information to have ready before starting
You're stuck on a specific step and need help
You want to understand why certain information is required
Information You'll Need
Before starting onboarding, gather these items:
Personal Information
Full legal name (as it appears on tax documents)
Date of birth
Current home address
Phone number
Emergency contact name and phone number
Tax Information
Social Security Number (for individuals)
Or EIN, business name, and business type (if being paid through a business entity)
Banking Information
Bank name
Routing number (9 digits)
Account number
Account type (checking or savings)
Having everything ready before you start makes the process quick and easy.
Step-by-Step Walkthrough
Personal Information Section
This section collects your basic details.
Full Legal Name
Enter your first name. Use your legal first name, not a nickname.
Enter your last name. This should match your tax documents exactly.
Enter your middle name (if applicable). Include it if it appears on your tax documents.
Why it matters: Your name must match your Social Security card or EIN documentation for accurate tax reporting.
Date of Birth
Click the date field. A calendar picker may appear.
Select your birth date. Or type it in the format shown (MM/DD/YYYY).
Why it matters: This helps verify your identity and may be needed for background checks.
Home Address
Start typing your address. The system may suggest matching addresses.
Select your address from the dropdown. If your address appears, click to select it.
If your address doesn't appear, click "Enter Manually."
Fill in all fields:
Street address (include apartment number if applicable)
City
State (select from dropdown)
ZIP code
Confirm this is your home address. Check the box indicating this is where you live.
Why it matters: Your address is used for tax documents (1099s are mailed here) and official correspondence.
Phone Number
Enter your primary phone number. Include area code.
Enter a secondary number (if requested). This is optional but helpful.
Why it matters: Your company needs to be able to contact you.
Emergency Contact
Enter the contact's full name. Someone who can be reached if there's an emergency.
Enter their phone number. Make sure it's a number where they can be reached.
Enter their relationship to you (if requested). Spouse, parent, friend, etc.
Why it matters: In case of emergency, your company needs someone to contact on your behalf.
Profile Picture (Optional)
Click the upload area.
Select a photo from your device. Choose a professional-looking photo.
Adjust or crop if prompted.
Save the image.
Why it matters: While optional, a profile picture helps team members recognize you.
Tax Information Section
This section collects information needed for tax reporting.
Choosing Your Tax Type
You have two options:
Individual
Most common for new hires
You'll be paid personally
Requires your Social Security Number
1099 issued in your name
Business
For those with an LLC, corporation, or other business entity
You'll be paid through your business
Requires your EIN and business details
1099 issued to your business
Choose Individual unless you've specifically set up a business entity for receiving your pay.
For Individual Tax Setup
Select "Individual" as your tax type.
Enter your Social Security Number (SSN). This is your 9-digit SSN (XXX-XX-XXXX).
Double-check the number. An incorrect SSN causes tax reporting problems.
Click "Save and Continue."
Why it matters: Your SSN is required by law for the company to report your income to the IRS on a 1099 form.
For Business Tax Setup
Select "Business" as your tax type.
Enter your business name. The legal name of your business entity.
Select your business type:
LLC (Limited Liability Company)
Corporation
S-Corporation
Partnership
Sole Proprietorship
Enter your EIN (Employer Identification Number). This is your 9-digit business tax ID from the IRS.
Click "Save and Continue."
Why it matters: If you're being paid through a business, the 1099 needs to be issued to your business with the correct EIN.
Banking Information Section
This section sets up your direct deposit so you can receive pay.
Finding Your Banking Information
Your routing and account numbers can be found:
On a check: The routing number is the first 9 digits at the bottom left. The account number is next to it.
In online banking: Log in to your bank's website or app and look for account details.
By calling your bank: They can provide both numbers over the phone.
Entering Banking Details
Enter your bank name. The full name of your bank or credit union.
Enter your routing number. This is exactly 9 digits. It identifies your bank.
Enter your account number. This identifies your specific account. Length varies by bank.
Confirm your account number. Re-enter it to verify you typed it correctly.
Select your account type.
Checking – Recommended for regular deposits
Savings – Works but may have transaction limits
Review all information. Triple-check that numbers are correct.
Click "Save and Continue."
Why it matters: This is where your pay will be deposited. Incorrect information means you won't receive your money.
Tips and Common Mistakes
Have your documents ready. Gather your SSN, bank info, and address before starting so you can complete everything in one sitting.
Use your legal name. Nicknames or shortened names can cause tax reporting issues.
Double-check numbers. Transposed digits in your SSN, routing number, or account number cause significant problems.
Use a checking account. Savings accounts may have monthly transaction limits that could affect deposits.
Don't use payment apps. Use a traditional bank account, not payment apps like Venmo or Cash App, which may have different routing numbers.
Keep your SSN secure. Only enter it on the official Sequifi platform. Never share it via email or text.
Update if things change. If you move, change banks, or form a business, update your information in Sequifi.
Troubleshooting Common Issues
"Invalid SSN" error
Make sure you entered exactly 9 digits
Check for typos or transposed numbers
Don't include dashes if the system doesn't accept them
Address won't validate
Try entering it manually instead of using the dropdown
Make sure you're using the standard format for your address
Check for apartment or unit numbers that may be missing
Routing number not recognized
Verify you have the correct routing number for your bank
Some banks have different routing numbers for different regions
Confirm with your bank if you're unsure
Can't complete banking setup
Make sure all fields are filled in
Verify the account number matches in both fields
Try a different browser if problems persist
Common Questions
Why do you need my Social Security Number? By law, companies must report payments made to contractors on a 1099 form. Your SSN is required for this tax reporting.
Is my information secure? Sequifi uses security measures to protect your personal information. Only authorized personnel can access sensitive data.
Can I change my information later? Yes, you can update most information in your profile after onboarding. Go to your profile and edit the appropriate section.
What if I don't have a bank account? You'll need a bank account for direct deposit. Consider opening a basic checking account at a local bank or credit union.
Can I be paid to multiple bank accounts? This depends on your company's configuration. Most setups use a single account. Contact your admin if you need split deposits.
What if I enter something wrong? If you catch it during onboarding, go back and fix it. If onboarding is complete, update it in your profile or contact your admin for help.
What to Do Next
Now that you understand what information is needed, explore these related topics:
First Login Walkthrough – The complete onboarding process
Signing Documents – How to complete required document signatures
Editing Your Profile – Update information after onboarding
Managing Banking & Tax Info – Make changes to your financial setup
If you have questions about required information or get stuck during onboarding, reach out to your manager or our support team and we'll be happy to assist!