Freedom needs admin-level access to your Toast Payroll account, including your team, pay history, and tax documents. Toast Payroll grants this through a team profile set to "Demo Employee" status, so it never appears in your payroll runs or reports. Your password stays private — we never ask for it.
In Toast Payroll, go to "Team" and click "+ Add employee".
On the Basic info step, enter "Freedom" as the first name, "Setup" as the last name, and [email protected] as the email address.
When asked for a Social Security number, select "No, it will be entered later".
On the Jobs & pay step, set Pay Type to "Salary", enter "0" as the salary, and set Payroll security role to "HR+".
On the Documents step, uncheck all onboarding documents.
On the Review step, click "Add to team".
Open the new profile's "Onboarding" tab, click the pencil icon, and select "Mark this new hire as complete".
Search for the profile again, open "Profile Settings", set Employment status to "Demo Employee", and click "Save Changes".
Back in Freedom, open Transfer access to Freedom and check both boxes under "Done in Toast Payroll?" to confirm you added the user and gave it the role, then click "Confirm access granted in Toast Payroll".
Note: Confirming tells our team to start transferring your data. We'll email you when your data transfer is in Freedom. If the menus look different or you'd rather not add a user, click "Email us instead" on the Transfer access to Freedom page in Freedom and we'll arrange the transfer with you.