Restaurants & cafés
Coordinate shift changes, recorded hours, tips and different pay rates before they become payday questions.
A smoother payday starts here
Still copying employee hours into payroll? Plan a cleaner handoff before the new year—with a practical checklist for your first successful payday.
For U.S. employers with hourly teams · Updated October 26, 2026
Built around your working week
Coordinate shift changes, recorded hours, tips and different pay rates before they become payday questions.
Connect staff availability and approved time records to a repeatable payroll review routine.
Use the same preparation steps when you are setting up payroll for the first time. Start with tax registrations and a realistic pay calendar.
If you have no employees, a team payroll platform may be unnecessary. Compare your needs, existing tools and total cost before choosing.
Optional tool · Homebase
Eligible new Homebase customers can receive six months of Payroll and the Plus plan free. Scheduling, time tracking and payroll can work together; the employer still reviews and approves each run.
Checked October 26, 2026. Homebase’s terms control and offers may change. Existing customers should ask Homebase about their eligibility instead of assuming this new-customer promotion applies.
Affiliate disclosure: Let’s Go SMALL may earn a commission from qualifying actions through our Homebase link. No purchase is required to use this checklist. This guide is based on documentation, not a firsthand software test. How our links work.
Make the switch deliberately
Ask both providers who handles the remaining tax returns, year-end forms, outstanding corrections and historical access. Export the records you need before ending your old subscription.
Homebase advertises payroll-data migration with no implementation fee and an onboarding expert. Its stated setup timeline is about a week; allow extra time for your business’s verification and records.
Use your own real payroll preview to check employees with multiple roles, reported tips, overtime and corrections. Confirm the treatment with your payroll provider and adviser before approving a payment.
A connected POS or time clock does not replace reviewing imported records. Ask what syncs, what must be entered separately and how to correct mistakes.
Free payroll-switching checklist
Check off completed tasks. Your progress stays in this browser when storage is available. Download a text copy or use Print to save a PDF. No signup required.
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Keep Social Security numbers, bank details, tax IDs and employee records in your payroll provider’s secure system. This page only stores checked task numbers locally; do not enter payroll data here.
Keep a copy handy
Request a one-time email with the checklist and this guide. This does not sign you up for marketing updates.
No. Coordinate the handoff date with both providers and your accountant. A year-end boundary can simplify organizing records, but correct balances and clear filing ownership matter more than a marketing deadline.
No. Business, tax, employee and funding setup must be completed and approved as required. The authorized administrator must review and submit payroll. Confirm processing cutoffs so employees are paid on time.
No. Review employee classification, accurate records, registrations, pay rules and required filings with qualified support. Verify deposit and filing confirmations even when a provider performs those tasks.
Standard charges apply under Homebase’s terms. Confirm your payroll employee count, location plan, add-ons and renewal costs before checkout. Six months of Plus and six months of Payroll can start on different dates.
Reviewed October 26, 2026. Homebase offer terms (bottom of page) · Payroll features and standard pricing · Homebase payroll onboarding · IRS: third-party payroll arrangements. General education, not legal, tax or accounting advice. Check current terms and your business’s obligations.