- Getting Started Guide
- 1. Get setup
- 2. Explore
- Directory
- Report Issues
Getting Started Guide
1. Get setup
- Sign up for a new tenant
- Get invited for the tenant
2. Explore
- Configure the system with the
Administration - Onboard an employee with the
Onboarding Module - Create your first quotation with the
Quotation Module - Customize your contracts with the
Contract Module - Simulate a payrun with the
Payroll Module - Create your first invoice with the
Client Billing Module
Directory
Administration- Manage organization
- Manage clients
- Manage users
- Manage roles
Onboarding Module- Manage workers (employees)
- Manage worker dimensions
- Manage onboarding tasks
- Manage onboarding form templates
- Manage employment agreement form templates
- Manage employment agreement contract template
- Submit onboarding forms
- Employment agreements
- Onboard a worker
Quotation ModuleContract Module- Manage contract templates
- Manage contracts
Payroll Module- Manage payroll providers
- Manage employment entities
- Manage recurring payruns
- Manage payroll instruction settings
- Processing payroll instructions
- Payroll reports
Client Billing ModuleReport Issues
Please find the Support & Feedback menu in navigation to report issues or any feedback.
