Setting Up a New Client

Setting Up a New Client

What we need from the client to set up Guhroo

*Employee Handbook
*Offer Letter
*Pay Period Information
*Any other new hire documents
*Logo

1. Go to Invite Client on the Left Navigation

Invite the client to your email address (use your email plus their name so you can bypass the duplicate email). For example; matt+exampleclient@ergpayroll.com

Here is a quick (1 minute) video on inviting a client.

2. Complete Client Sign Up information

Here is what the invite looks like when a client gets it (1 minute video). Client Invite View
(Click Subscribe to the Base Plan)

3. Updating Settings

Onboarding Settings (Settings -> Onboarding)

Go to Custom Templates and add your offer letter. See this article on how to add an offer letter and handbook.

Add any additional Onboarding tasks that an employee is to complete such as completing a non-compete, uploading their insurance card, completing orientation with HR, etc. 

Payroll Settings (Settings -> Payroll)
Choose your pay frequency, the day your pay period starts, and the next pay date. This is very important because it drives timekeeping!
Quick video on Payroll Settings

Performance Settings (Settings -> Performance)
The performance settings period must be set in order for the Goals feature to work. We highly recommend turning this on since otherwise employees or managers will get an error when they click on the goal settings. 

Inside the Reviews tab
*Click the Edit button
*Click the Employee Goal Tracking box
*Choose the start of the next quarter
*Leave the frequency at "Every 3 Months" for "Next Review is due"
*Click Save
(Ignore the Employee and Manager questions, this will be coming out in the next few months)

4. Setup the TIME OFF Accruals

That's it! If you want to start adding employees, watch this video. 


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