Your employer added you with just your name and email and sent you an invite. Everything else — your Social Security number, your tax withholding choices, your bank account for direct deposit — you enter yourself. Nobody at the company types it for you. That's on purpose: the numbers you put in are your own, so they count as your attestation that they're correct.
You get there the same way you'd get into any part of the portal: click Activate your account in the welcome email, set a password, and you're dropped straight into the onboarding wizard. The Accept an invitation guide covers the click-path if the email link gives you trouble.
What the wizard asks for
It's seven steps. You move through them in order, and each step at the top is a circle you can click to jump back and fix something.
- Personal Info — your name, date of birth, Social Security number, and phone.
- Address — your home street, city, state, and ZIP. This one matters more than it looks: your residence state decides which state's income tax comes out of your check, so get it right.
- Federal W-4 — your federal income tax withholding. This is the current IRS form (the 2020-and-later version, no "allowances"): filing status, whether you hold multiple jobs, a dollar amount for dependents, and optional adjustments.
- State Tax — a withholding form for each state that taxes your wages. Your residence state is filled in for you. If you live in a state with no income tax (AK, FL, NV, NH, SD, TN, TX, WA, WY), you'll see a banner telling you there's nothing to fill in.
- Sign W-4 — you type your full legal name to electronically sign the federal and state W-4 forms together.
- Direct Deposit — your bank name, account type, routing number, and account number. You can tick Skip for now and add it later from inside the portal if you don't have the numbers handy.
- Review — a read-only summary of everything. Check the consent box and click Complete Onboarding.
Why you enter it, not your employer
Your Social Security number, your filing status, and your dependent claims are personal legal information. When you type them in and sign, that's you certifying they're accurate — the same as signing a paper W-4. Your employer can't answer "how many dependents should I claim" for you, and they shouldn't be typing your SSN. If your situation is complicated, the IRS Tax Withholding Estimator (linked from the W-4 page later in the portal) is the tool to use.
If you get interrupted
You don't have to finish in one sitting. Each step you finish is saved, so if you close the tab or your phone dies, come back and log in at the Employee Portal. You'll land back in the wizard on the step after the last one you completed — your earlier answers are still there. Setting up two-factor authentication is worth doing once you're in; see Login, 2FA & password reset.
One thing to know: your setup link works once. After you've set your password, you get into the portal through the normal login page, not the email link. If the link says it's already been used or has expired, ask your manager to resend it.
Related: Accept an invitation · Login, 2FA & password reset · Profile & W-4.