Getting Started Guide
The Following is a getting started guide to help you get set up with your new account.
There are a large number of options, settings and features which you'll want to discover over time, but the following links will cover the main items you'll want to make sure you've got setup to ensure you're able to process your first pay run as quickly as possible.
This guide is designed to help you focus on the main activities you'll want to perform before processing your first pay and is laid out in the order you'll want to complete them in. If you get stuck or are unsure about any step in the process, feel free to get in touch with our support team via firstname.lastname@example.org
- Step 1 - Setting up your business
- Step 2 - Managing your payroll settings
- Step 3 - Setting up your employees
- Step 4 - Processing your pay run
Step 1 - Setting up your business
Once you've created a user account and logged in, the first step is to create a new business file.
This article will guide you through setting up a new business:
Step 2 - Managing your payroll settings
Once you've created your business file, there are a number of business settings that are worth setting up first. There are a large number of Business Settings available. This guide will focus on the most common settings you need when processing your first pay run.
You can access your Payroll Settings from your business dashboard:
The key settings you'll want to focus on when first setting up your business are:
Step 3 - Setting up your employees
Once you've setup your business file, you need to add your employees. There are 2 ways you can enter your employee information:
Once you've setup your employee information, you are ready to process a pay run.
Step 4 - Processing your pay run
To process a pay run you need to do the following:
- Create a pay run
- Make any adjustments / modifications to the employees earnings
- Finalise your pay run
That's it! You've processed your first pay run!
Now that you've processed your first pay run, you might want to check out some of the other powerful features like:
- Setting up multiple locations
- Giving your employees access to the employee portal
- Entering timesheets for your employees
- Setting up your chart of accounts
If you have any questions or feedback, please let us know via email@example.com