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

      

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