General | Adding a New Company

General | Adding a New Company

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

      

Step 1: To begin creating a new company, click on the "+ Company" button on the Company Search 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. Company Address
  3. Company Themes
  4. General 
  5. Contact
      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.

      

      

Details

Field explanations


Statutory Fields

Field explanations






Step 3: The second 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 4: 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 5: 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 6: Add your bank details for billing purposes.
      
      

Step 7: Successful Registration

      

    • Related Articles

    • Frequencies & Pay Dates | Adding a New Frequency

      Overview Frequencies refer to the pay cycles within a company e.g. monthly, fortnightly or weekly. When a new company is added on the system, the frequencies are created. Thereafter, you can add more frequencies if necessary. If only one frequency ...

    • Basic Company Information | The Basic Company Information Screen

      Overview The Basic Company Information screen stores the company’s biographical information. Edition This feature is available on all PaySpace editions. Navigation Navigate > Configuration > Basic Settings > Company Settings > Basic Company ...

    • Where can I change the Reminder Contact Details?

      This feature is available on all PaySpace editions 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 ...

    • How do I add secondary banking details to an employee record?

      This feature is available on all PaySpace editions. By adding another bank account, multiple banking details can be inserted on the Banking Details screen of an employee record. Navigate > Employee > Basic Information > Banking Details > + Bank ...

    • How do I update an employee's banking details?

      This feature is available on all PaySpace editions. An employee's banking details can be updated by editing the existing information in the mandatory fields on their Banking Details screen. Navigate > Employee > Basic Information > Banking Details