> ## Documentation Index
> Fetch the complete documentation index at: https://developer.rollfi.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# CustomerOnboarding

### Company Onboarding Flow

### Overview

You can integrate a new company into the system using either a **One-Step** or **Multi-Step** onboarding approach.

### ⚠️ Note:

At least one employee must be added during onboarding. This is essential to configure payroll, assign roles, and activate workflows.

### 🚀 One-Step Onboarding Process

Use the createBusiness API to streamline the entire company onboarding process into a single call.

### Included Operations:

* Register the company

* Add an admin user

* Submit KYB (Know Your Business) information

* Set company location

* Initiate KYB verification

### 📝 Important:

Ensure accurate companyLocation and kybInformation details (as described in Steps 3 and 4 of the Multi-Step Process).

✅ Recommended if you prefer a simplified onboarding flow with fewer API calls.

### 🧩 Multi-Step Onboarding Process

Use this method for more granular control and visibility into each stage of the onboarding flow. This ensures full compliance, flexibility, and traceability.

### 🔹 Step 1: companyRegistration

**Purpose:** Create the company profile.
**Details:**

* Initializes a new company

* Creates a default admin user

* Returns a unique companyId for subsequent steps

### 🔹 Step 2: updateAdminUser

**Purpose:** Update details of the default admin user.
**Details:**

**Optional updates:** first name, last name, email, phone

**Required fields for beneficial Owners:**

* address1, city, state, zipcode, country, ssn, dateOfBirth, payrollAdmin, beneficialOwner, ownershipPercentage

Ensures correct contact information is associated with the company.

### 🔹 Step 3: addKybInformation

**Purpose:** Submit KYB data for regulatory compliance.
**Details:**

* Required fields include entity type, registration number, incorporation date, etc.

* Enables KYB verification

### Supported Entity Types:

* C Corp
* S Corp
* LLC
* Single Member LLC
* LLP
* Partnership
* Sole Proprietor
* Non-Profit

### ⚠️ Important:

Choose the entity type that matches the company’s legal registration.

### 🔹 Step 4: addCompanyLocation

**Purpose:** Set up the company’s primary physical location.
**Details:**

* Location types: Main, Branch, or Corporate

* Required for regional compliance, tax jurisdiction, and audit readiness

### 🔹 Step 5: initiateKyb

**Purpose:** Trigger KYB verification.
**Details:**

* Returns status: PENDING, VERIFIED, or FAILED

### 🔹 Step 6: Add Company Bank Account

**Purpose:** Connect a valid bank account for payroll transactions.

**Options:**

**1. Manual Entry with Microdeposit Verification**

* Fields: Account Number, Routing Number, Bank Name, Account Type, etc.

**2. Plaid Integration**

* Securely connect bank accounts via Plaid

* Automatically fetches and verifies banking details

🔐 Only verified bank accounts are eligible for payroll disbursement.

### 🔹 Step 7: Add Pay Schedule

**Purpose:** Define payment frequency and pay period configuration.

* For more information about Payroll check out our [Payroll Guide](https://developer.rollfi.xyz/docs/PayrollGuide)

**Details:**

* Frequencies: Weekly, Bi-Weekly, Semi-Monthly, Monthly

* Set payBeginDate, payEndDate, and payDay

🔁 For Semi-Monthly/Monthly frequencies, use the getPayBeginDates API or reference the Payroll Calendar.

✅ Once these steps are completed, the company is considered **onboarded** and can access all platform features based on verification status.