Config | Adding a New Company

Config | Adding a New Company

Overview

The system offers a predefined workflow path that guides users through the process of adding a new company.

Edition

This feature is available on all PaySpace editions

Details

Adding a company

Step 1: To begin creating a new company, click on the "+ Company" button on the Company Search screen.

      

The Basic Company Information screen


This will open the Basic Company Information screen, on which all the fields marked with a red asterisk must be completed on the following tabs:
  1. Company
  2. Statutory Fields
  3. Company Address
  4. Company Themes
  5. General 
  6. Contact
  7. Employer Payment Summary (EPS) Details
      Related Article

Step 2: Once the above screen are completed and saved, you will be directed to the Company Search screen where you can access the company and continue the workflow path by completing the newly displayed: Statutory Fields tab.

      
      

    Company


      
      

Field explanations

      

Statutory Fields


      

Field Explanations

      
      
      
      

Company Address


      

      
      

Company Themes


    

      

General


      

      
      
      

Contact


      
      
      

Employer Payment Summary (EPS) Details


      

Field Explanations

      
      

Step 3. The third step in the company creation workflow path is to complete the company's Statutory Fields



Step 4: The forth step in the company creation workflow path is to configure the company's pay frequencies.


      

Frequency calendar


      

Field explanations



Frequency pay period


      

Field explanations



Default pay rate


      

Field explanations



General


      

Field explanations



Confirm that the runs configured are correct by selecting the "Preview" button. If all is correct, click on the "Update" button.

Step 5: The workflow path will continue to the Payslip Pay Dates screen, where the user can confirm and edit the open and future runs if required. If not, select the "Move to Next Step" button.

      

Step 6: Thereafter, you will be required to configure the Reminder Contact Details screen.

      
An email can be activated from this screen. Once activated, reminders will be sent daily if the company has encountered any run errors for open runs.

Step 7: Successful Registration

      

    • Related Articles

    • Where can I change the reminder contact details?

      The Reminder Contact Details screen allows you to specify different contact details to activate various email notifications. Navigate > Config > Basic Settings > Company Settings > Reminder Contact Details Tip If a user does not wish to receive any ...

    • Basic Company Information | Grouping Companies

      Overview When a new company is created, the system automatically generates a company group (i.e., a parent container) in the backend. The name of the group that a company belongs to will be displayed under the "Group Action" section above the ...

    • Basic Company Information | The Basic Company Information Screen

      Overview The Basic Company Information screen stores the company’s biographical information and consist of the below tabs: Company Statutory Fields Company Address Company Themes General Contact Employer Payment Summary (EPS) Details The seven tabs ...

    • Basic Settings | Creating a Workflow Path

      Overview The Workflow Configuration Screen allows you to create rules for workflow items to move through a defined number of approval steps. Workflows can be setup for Claims, Commissions, Employee Request and/or Leave. Note! Basic Workflow ...

    • Basic Settings | Creating a Workflow Path

      Overview The Workflow Configuration Screen allows you to create rules for workflow items to move through a defined number of approval steps. Workflows can be setup for Claims, Commissions, Employee Request and/or Leave. Edition This feature is ...