Onboarding New Clients - Settings Overview

Onboarding New Clients - Settings Overview

Welcome to our guide on onboarding new clients in the guHRoo application, designed for payroll, HR, and timekeeping. This article will walk you through the essential steps and settings required to smoothly onboard a new client into the system.

Video Overview (step-by-step below)


Steps/Procedures:

  1. Completing State Tax Forms:

    • As a new client, complete the state tax forms. This is crucial for the employees of your organization.

  2. Signing Forms and Direct Deposit Authorization:

    • Navigate to the 'Sign All Forms' area.
    • Complete the direct deposit authorization. This step is mandatory for processing payroll for all employees.

  3. Company Settings Overview:

    • Check 'Company Details' and 'View Signatory' for accuracy. These details should have been filled out during the onboarding process.

  4. Setting Up Onboarding Options:

    • Access the onboarding settings to customize templates and handbooks.
    • Utilize merge tags for auto-filling dates and other relevant data in documents like offer letters.
    • Upload and attach your company's handbook, ensuring it's named correctly for easy reference.

  5. Adding Onboarding Tasks:

    • Refer to the 'Onboarding Task Guide' in our Knowledge Base for detailed instructions on setting up onboarding tasks.

  6. Configuring Timekeeping:

    • Add individual pay types and pay frequency settings (set during onboarding).
    • Choose how to display time (minutes, hours, decimal).
    • Set notification preferences and auto-logout features for shared machines.
    • Refer to the 'Job Code Guide' for job costing setups.

  7. Performance Management (Beta):

    • Check the Help Center for upcoming videos and articles on setting up performance management.

  8. Setting Up Time Off and Holidays:

    • Use the comprehensive 'Time Off Guide' for accurate setup.
    • Ensure this is configured before adding new employees.

  9. Customizing Notifications:

    • Customize notifications for different roles (client admin, manager, contractor, employee).
    • Adjust settings according to your organization's needs.

Troubleshooting:

  • If there are issues processing payroll, check the 'Employee Payroll Status' component.
  • For problems with merging tags or document uploads, try using keyboard shortcuts like Ctrl+V for pasting.
  • Ensure all onboarding tasks and timekeeping settings are fully configured before adding employees to avoid errors.

Related Resources/Links: