Setting up Your Account

Setting up Your Account

Getting your account set up is simple. You make a couple of quick changes to the Settings and you are ready to go. Follow the instructions below and drop us a note if you need any help.

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. You can check out this article on how to add custom documents to onboarding. 

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

You can read this article on how to set up PTO accruals. 

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

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