FAQ: How Do I Setup My Company On PayTickr?

FAQ: How Do I Setup My Company On PayTickr?

PayTickr Support training FAQ Frequently Asked Questions Company Setup

To get started with PayTickr, first, you have to set up your company, your payroll schedule and create new employee records. Read this blog post or download a hi-res PDF for your own records.

Note: Active employee(s) are needed to run payroll.

Company Profile

Under the ‘Configuration and Management’ tab, select ‘Company Settings’, then select ‘Company Profile’, and complete applicable information. See the page help video if more description is required. Remember to save changes.
Payroll Schedule

Payroll Schedule

Next, under the ‘Configuration and Management’ tab, select ‘Company Settings’, then select ‘Payroll Schedule’. Create a Payroll Schedule by clicking the link. Administrators can create as many payroll schedules as needed. To run payroll on an employee the employee must be on a payroll schedule.

PayTickr Support Training FAQ 1 Screen Shot PayTickr Payroll Schedules

Payroll Addictions and Deductions

Under the ‘Configuration and Management’ tab, select ‘Company Settings’ then select ‘Payroll Addictions and Deductions’.
Add as many custom allowances, benefits, deductions, and garnishments as needed.
See the page help video if more description is required.

Lots of optional configurations lets you set up PayTickr the way you run your business, not the other way around.

Optional Configurations

  • If multiple employees in your company are paid stat holidays that are non-standard for any province
    Under the ‘Configuration and Management’ tab, select ‘Company Settings’ then select ‘Stat Holiday Template’. Set your company’s Stat Holiday Schedule, you may set up multiple templates as needed.
  • If you want employees split into teams for payroll reporting or to have team leaders manage hours for their team
    Under the ‘Configuration and Management’ tab, select ‘Company Settings’ then select ‘Manage Teams’. Create teams, then add employees to the teams in Step #6. Admin can create zero or infinite number of teams, each team can have zero or infinite number of members. Each employee can be a member of zero or one team. See page help video if more description is required.

Create New Employee

Under the ‘Configuration and Management’ tab, select ‘Manage Employees’. Create your first employee using the ‘Create New Employee’ button.

PayTickr Support Training FAQ 1 Screen Shot PayTickr Manage Employees

Disable time tracking or payroll for an employee

If an employee does not need time tracking or will not be paid payroll, disable the unnecessary modules as shown below. Note that in the example below, time tracking is active and payroll is disabled.

PayTickr Support Training FAQ 1 Screen Shot PayTickr Enable disable time tracking and payroll
Proceed through all four tabs (unless time tracking or payroll modules are disabled for this employee): Management Info, Time Tracking Info, Payroll Info, Stat Holidays. Complete information as needed. All fields on the active modules must be filled to create employees.

See page help video if more description is required.