Gusto Payroll Setup Instructions v2

These steps reflect our current understanding of the system at the time of publishing. Third-party platforms and workflows can change frequently. Please let us know if you have any trouble completing these steps.

How to invite Ceterus to your Gusto payroll account

• Log in to Gusto

• Go to Settings > Permissions > Add Role

• Choose limited admin

• Choose “Full Access” for the following sections. All other options can remain No Access:

  • Pay > Run Payroll

  • Reports > Payroll reports and tax filings

• Scroll to the bottom and click continue

• For the “Who are you giving access to?” section:

  • Employment Status: “Not a team member”

  • Relationship to your organization: “Accountant”

  • What will they help you with?: “Provide advisory services” and “Take care of taxes and reporting”

• First Name: Ceterus

• Last name: Bookkeeping

• Email: gusto@ceterus.com

• Then, click continue

• When the page loads, review your selections. Then scroll to the bottom click “Create role”.

• You’re done! Return to your Ceterus homepage to let your Activation Coordinator know so they can look out for the invitation.