Complete Organization Enrollment
Employee’s Direct Deposit Enrollment
If applicable, send year-to-date compensation information.
Payroll compliance review and training (at least 1 week before 1st payday)
For more information or if you additional assistance, please use the contact information below.
Live Chat – Click Here
Tel: (763) 425-8778
Fax: 1 (888) 876-5101
Step 1: Organization Enrollment
Clergy Financial Resources will begin the electronic services enrollment for your organization with the link below.
The online enrollment system contains information related to your organization. Please complete and submit ASAP. Generally, the electronic services enrollment and direct deposit payroll will begin within 7-10 days. This information needs to be submitted by the payroll administrator (the contact person at your organization or another individual authorized to provide compensation details for all employees).
Go to Step 2 >
Step 2: Employee / Contractor
This online system is used for payroll enrollment for clergy, non-clergy, and contractors. This information needs to be submitted by the church payroll administrator. Please contact us if you are unsure of the employment status.
CLERGY ENROLLMENT FORM >
A clergy employee must be ordained, licensed or commissioned.
NON-CLERGY ENROLLMENT FORM >
A non-clergy employee is defined as having an ongoing relationship with the church which includes a job description and compensation paid by the hour or salary.
CONTRACTOR ENROLLMENT FORM >
A contractor would have an irregular relationship, no job description and paid by contract only.
Go to Step 3 >
Step 3: Direct Deposit
DIRECT DEPOSIT ENROLLMENT FORM >
Pay your employees/contractors via direct deposit
Go to Step 4 >
Step 4: Historical Compensation
If you have not paid wages so far this year, skip to Step 5. If you have already paid employees this year, we will also need the following information:
Due Date – This following information is due prior to scheduling your compliance review.
- Detailed Payroll Summary – quarter-to-date (breakdown of compensation line items, taxes withheld and deductions) – This information is needed only if your payroll is projected to start after April 1st.
- Detailed Payroll Summary – YTD (breakdown of compensation line items, taxes withheld and deductions) – Last payroll with your former system *
- Federal & State Tax Payment Report YTD*
- 941 and state quarterly forms*
Upload YTD information
Go to Step 5 >
Step 5: Schedule Payroll Review
Once the enrollment information has been submitted, please schedule a Payroll Compliance Review within 48 hours after you have submitted your employee enrollment. During this telephone appointment, we’ll review the current compensation structure to ensure payroll compliance.
Schedule your Compliance Review >
After your Payroll Compliance Review, we will also schedule payroll training. This training will provide a full tutorial of our online system and processing of the first payroll together to ensure accuracy. (minimum of 3 business days before 1st payday).