When a company adds you to LASSO Payroll, they'll ask you to take care of a little setup before your first paycheck. It all happens in your Employee Portal, and it comes down to two tasks: Pay Enrollment and your Onboarding Packet. This guide walks you through both, start to finish. It takes about 10 minutes, and you only have to do it once per employer.
🌟 Have these handy before you start:
Your bank account and routing numbers (for direct deposit)
Your Social Security number and date of birth
Two forms of ID (for example, a driver's license and Social Security card)
Step 1: Log In to Your Employee Portal
Head to my.lasso.io and login using the same login credentials that you use for the LASSO Mobile App.
For your security, LASSO texts a one-time code to your phone. Type in the code and click Log In.
💡 Didn't get the code? Click Send code another way to have it sent by a different method.
Step 2: Find Your Important Actions
Once you're in, you'll land on your Employee Portal home. Anything that needs your attention shows up under Important Actions. You'll see two tiles here — Pay Enrollment and Onboarding Packet — each with a Start button.
💡 This is also home base after you're set up. The Completed tab keeps a record of what you've finished, your pay stubs appear under Your Pay Stubs, and your filed tax forms live under Tax Documents.
Step 3: Complete Your Pay Enrollment
Click Start on the Pay Enrollment tile. A secure setup window opens with three quick sections down the left side: Personal Info, Payment Method, and Tax Withholding. A green checkmark appears next to each one as you finish it.
Personal Info
Fill in your legal name, date of birth, and home address. If you'd rather get your W-2 and tax documents electronically instead of on paper, check the paperless box near the bottom. When everything looks right, click Continue.
💡 Use your legal name exactly as it appears on your Social Security card — it has to match for tax filing.
Payment Method
This is where you set up direct deposit.
Choose Checking or Savings.
Enter your routing number, then your account number, and confirm it.
Click Connect.
💡 Prefer not to type it in by hand? Click Connect via Plaid to link your bank directly.
Your account now shows as Active. If you want, you can split your pay across multiple accounts (up to seven) using Add account. When you're done, click Continue.
Tax Withholding
LASSO lists the withholding forms you need to complete — always your Federal W-4, plus a state form if your state requires one. Click a form to open it.
Answer the questions on each form. They cover things like your filing status, whether you work more than one job, and any dependents you're claiming. Not sure about an answer? Click View reference form for the official instructions.
When you reach the end of a form, review the summary and click Sign and Submit.
Repeat the same steps for your state form, if you have one.
Once every form shows a green checkmark, click Continue to wrap up Pay Enrollment.
Step 4: Complete Your Onboarding Packet
Back on your portal home, click Start on the Onboarding Packet tile. This is the paperwork your company needs on file — things like your Form I-9 and the employee handbook.
Read through the paperwork and e-sign where prompted.
Upload your two forms of ID. Click Upload Attachments, add your First Form of I.D. and Second Form of I.D., and you're done.
💡 You can reopen the packet anytime to view the signed PDF or check which documents you've uploaded.
You're All Set
As you finish each task, it moves from Needs Attention to Completed, and your tax forms show up under Tax Documents, ready to download whenever you need them. You'll also see an Edit Pay Details button at the top — use it anytime you need to update your direct deposit or withholding.
That's it — you're ready to get paid. 🌟
Need Help?
If a task shows as canceled, or something doesn't look right, reach out to your company's administrator. You can also click Contact Support at the bottom of any page in LASSO.









