Worker Data & Onboarding

There are various ways to integrate worker information between your platform and Everee. Some common use-cases for integrating worker information include:

  • automatically kicking off a worker onboarding workflow when a new worker is added to your platform
  • embedding onboarding for payroll or payment-processing into your existing worker portal
  • keeping worker profile fields in-sync between your platform and Everee White Label

Everee provides UI tools for your customers to manage worker profile data as it changes over time, and APIs for your platform to make changes automatically, as needed.

Your customers can add new employees and contractors to their Everee instance via one of these approaches:

  1. adding a new worker in your platform automatically adds it to Everee via API, or
  2. adding a new worker in Everee (optionally notifying your platform of the new worker), or
  3. a combination of #1 and #2, where both options are permitted.

Depending on which approach you take, you will have the opportunity to keep worker profiles in your platform and in Everee in sync with each other. The amount of worker profile data shared between platforms may be as little as a worker ID or as much as dozens of profile data fields. We can help you make a decision about which fields, if any, should be kept in sync between platforms.

Worker Classification & Taxes

Your customers' workers are divided into two main classifications: employees and contractors. There are significant differences between how workers in each classification are paid for their services, including tax withholding, year-end tax form issuance, and reporting.

  1. Employees: Your customer is responsible for withholding and remitting various employment-related taxes to the IRS and state and local agencies. Your customer must collect and verify an I-9 form, a W-4 form and other state or local tax forms upon hiring a new employee.

  2. Contractors: Contractors are responsible for reporting their taxable income appropriately and paying taxes on that income. Your customer is required to collect a W-9 form from each contractor who provides their services, and must furnish the IRS with a 1099 form reporting total payments made to each contractor.

Everee automatically takes care of these processes on behalf of your customers. Creating a new worker profile in White Label requires you or your customer to choose a classification up front. This election allows the Worker Onboarding process, administrative tools, payment calculation process, and various back-end processes run automatically to make sure your customers are in compliance with various federal and state laws surrounding taxes and worker classification.

Everee's in-house Tax Operations team works behind the scenes to accurately calculate and remit taxes owed by your customers and their workers, file quarterly and annual tax forms on your customers' behalf, and issue year-end W-2 and 1099 forms to your customers' employees and contractors.

Worker Onboarding

Onboarding is the first critical step to getting workers paid. You can choose if you want workers to onboard in your platform or within White Label:

  1. Embedded Onboarding: uses Everee Embed Components and APIs to drive worker onboarding inside your platform
  2. Hosted Onboarding: uses the pre-built onboarding workflow within Everee, either kicked off via API or not

If your platform already provides worker-facing user experiences, you can implement Embedded Onboarding, which will keep worker-facing experiences unified and tightly integrated. If your platform doesn't currently contain worker-facing experiences or you'd prefer to keep Everee onboarding separate, you can use the Hosted Onboarding approach for a quick and effective choice to get workers onboarded.

The Hosted Onboarding workflow is branded like the rest of your Everee platform:


Typically, onboarding must be completed by workers before your customers can pay them. In some cases, companies manage all HR- and payroll-related data using offline processes, so they manage all worker information on their behalf. In these cases, workers do not need to complete onboarding themselves, since company administrators will have entered all required information already.

Once onboarding has been completed, workers can manage their data using their worker-facing Everee portal or using an experience built from Everee Embed Components and APIs inside your platform.

For the Embedded Onboarding approach, see the Embedded Onboarding API reference and the Embed Components Guide for more information.

For the Hosted Onboarding approach, see the Worker Onboarding API reference for more information.