Company Information
Company Name
*
Your Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Name (Administrator)
*
First Name
Last Name
Email
*
example@example.com
Main Office Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Cell Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
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Do you want to enable 2-Factor Authentication?
Yes
No
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Sections
All modules are optional. You can decide what you want to turn on, turn off, or start at a later date.
Employee Management
*
Yes
No
Possibly in the future
Personal Preferences
*
Yes
No
Possibly in the future
Recruitment
*
Yes
No
Possibly in the future
Events
*
Yes
No
Possibly in the future
Documents
*
Yes
No
Possibly in the future
Benefits
*
Yes
No
Possibly in the future
Compensation
*
Yes
No
Possibly in the future
Performance
*
Yes
No
Possibly in the future
Total Reward Statement
*
Yes
No
Possibly in the future
Assets & Allowances
*
Yes
No
Possibly in the future
Timesheet or Project Tracking
*
Yes
No
Possibly in the future
Wellness App
*
Yes
No
Possibly in the future
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Company Categories
Options for categorizing employees.
Does your company have Locations?
Please list all locations (if applicable).
Does your company have Divisions?
Please list all divisions (if applicable).
Does your company have Departments?
Please list all departments (if applicable).
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Timesheet
We have multiple options for employees to apply time against. Use any or all of them.
Please list current Projects:
Please list current Clients:
Please list any Internal Activities:
Please list any Company Time Codes:
Event Calendar
Options for categorizing events.
Please list common Event Types
Do you want Employee Birthdays to be shown on the calendar?
Yes
No
Do you want Work Anniversaries to be shown on the calendar?
Yes
No
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Permissions
Who do you want to have full Administrator access?
Are there any people (besides Administrators above) that you want to have access to Compensation information?
How do you want time off approvals to work?
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Date & Time Settings
Set-up how pay periods are calculated.
How is your pay period set-up?
1 Week
2 Weeks
1 Month
Semi-Monthly
What day of the week does your pay period start on?
Please Select
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
What date does your pay period begin on?
-
Year
-
Month
Day
Date
How many hours/day are your salaries based on?
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Benefits
Outline how benefits are provided to employees. If your benefits are different for individuals, please provide a spreadsheet indicating the $ amount you pay for employee benefits per year.
How much do you pay per year for benefits for individuals?
What % of benefits do you cover?
How much do you pay per year for benefits for families?
What % of benefits do you cover?
Company Documents
Upload Documents such as Company Policies, Benefits Information, Code of Conduct, etc. If you don't have these handy, don't worry. We will show you how to add Documents and Policies and you can add them later.
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Browse Files
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Indicate if any Company Documents should be signed off on during onboarding?
Include the name of any documents that need a digital signature.
Upload Files relating to Benefits (ie Policy Coverage details)
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Indicate if any Benefit documents/forms should be signed off on during onboarding?
Include the name of any documents that need a digital signature.
Upload a spreadsheet indicating the annual value of benefits your company pays for for each employee.
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Drag and drop files here
Choose a file
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Company Assets & Allowances
If you don't have this handy, don't worry. We will show you how to add company assets/allowances and assign them to your employees during Administrator training.
If you have it handy, upload a list of Company Assets (and who gets what)
Browse Files
Drag and drop files here
Choose a file
If you don't have an existing spreadsheet that you're tracking this on, let us know and we will give you a .csv file with all the fields we can import so you can put one together.
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Do you have any "Employee Perks" that you pay for?
This could be things like allowances for Health & Wellness, training, parking, etc.
Org Chart
If you have one, please upload your existing Organization Structure indicating who reports to who.
Upload your Org Chart indicating who everyone reports to (or a spreadsheet indicating who each employee reports to)
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Employee Profile Template
Please upload the CSV template provided.
Upload Completed Employee Profile Template
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