KeyPay Getting Started Guide

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KeyPay Getting Started Guide

The Following is a getting started guide to help you get set up with your new account.

KeyPay has 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 [email protected]

 

Step 1 - Setting up your business

Once you've created a user account and logged into KeyPay, the first step is to create a new business file. 

This article will guide you through setting up a new business:

Adding 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 but 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:

Business Settings

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:

  1. Using the employee wizard
  2. Importing employee data via a spreadsheet

Once you've setup your employee information, you're ready to process a pay run

Step 4 - Processing your pay run

To process a pay run you need to do the following:

  1. Create a pay run
  2. Make any adjustments / modifications to the employees earnings
  3. Finalise your pay run

That's it! You've processed your first pay run!

Next steps

Now that you've processed your first pay run, you might want to check out some of the other powerful features of KeyPay like:

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