System

• Creating a Company Profile

  1. Navigate to System Go to the left pane and click > System. 2. Select the Company Profile Tab Click on the > Company Profile tab to open the profile settings. 3. Enter Company Information Company Name: Type ...

• Editing a Company Profile

  1. Access the Company Profile Tab Go to the System section in the left pane. Click on the > Company Profile tab. 2. Edit Company Profile Click the blue pencil icon located to the right of the > ...

• Creating Roles and Permissions for Different Users

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Access Tab Click on the Access tab at the top of the page. 3. Add Role Click on the blue + Add Role button at the top right o ...

• Adding/Deleting Permissions to a Role

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Access Tab Click on the Access tab at the top of the page. 3. Select the Role to Edit In the left table labeled Role, find the rol ...

• Deleting a Role

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Access Tab Click on the Access tab at the top of the page. 3. Find the Role to Delete In the left table labeled Role, locate the r ...

• Renaming Roles

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Access Tab Click on the Access tab at the top of the page. 3. Select the Role to Edit In the left table labeled Role, find the rol ...

• Creating Service Types

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to the Service Types Tab Click on the Service Types tab at the top of the page. 3. Add a New Service Type Service Name: Enter the service ...

• Editing Service Types

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Service Types Tab Click on the Service Types tab at the top of the page. 3. Select Service Type to Edit Click on the blue pencil i ...

• Creating Credentials

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Credentials Tab Click on the Credentials tab at the top of the page. 3. Add a New Credential Click the + Add Credentials butt ...

• Adding Covered Credentials

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Credentials Tab Click on the Credentials tab at the top of the page. 3. Select the Credential In the left table labeled Credential ...

• Editing Credentials

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Credentials Tab Click on the Credentials tab at the top of the page. 3. Select Credential to Edit Click on the blue pencil icon&nb ...

• Deleting Covered Credentials

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Credentials Tab Click on the Credentials tab at the top of the page. 3. Select the Credential In the left table labeled Credential ...

• Adding Departments

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Departments Tab Click on the Departments tab at the top of the page. 3. Enter Department Name Type the department name in the Depa ...

• Editing Departments

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Departments Tab Click on the Departments tab at the top of the page. 3. Select Department to Edit Click on the blue pencil icon&nb ...

• Adding Job Titles

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Job Titles Tab Click on the Job Titles tab at the top of the page. 3. Enter Job Title Type the job title in the Job Title fie ...

• Editing Job Titles

  1. Navigate to System Go to the left pane and click > System. 2. Access Job Titles Tab Click on the > Job Titles tab at the top of the page. 3. Select Job Title to Edit Locate the job title you want to modify ...

• Adding Paycode Types

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Payroll Setup Tab Click on the Payroll Setup tab at the top of the page. 3. Select Paycode Types Tab Ensure the Paycode Types  ...

• Adding Mileage Compensation

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Payroll Setup Tab Click on the Payroll Setup tab at the top of the page. 3. Select Mileage Compensation Tab Ensure the Mileage Com ...

• Editing Paycode Types

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Payroll Setup Tab Click on the Payroll Setup tab at the top of the page. 3. Select Paycode Types Tab Ensure the Paycode Types  ...

• Editing Mileage Compensation

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Payroll Setup Tab Click on the Payroll Setup tab at the top of the page. 3. Select Mileage Compensation Tab Ensure the Mileage Com ...

• Inactivating Mileage Compensation

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Payroll Setup Tab Click on the Payroll Setup tab at the top of the page. 3. Select Mileage Compensation Tab Ensure the Mileage Com ...

• Adding a Place of Service

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Place of Service Tab Click on the Place of Service tab at the top of the page. 3. Enter Service Details Name: Enter the location name ( ...

• Editing a Place of Service

  1. Navigate to System Go to the left pane and click > System. 2. Navigate to Place of Service Tab Click on the Place of Service tab at the top of the page. 3. Select Place to Edit Click the blue pencil icon& ...

• Managing Integrations

  Configure third-party integrations from the Integrations tab in System settings.   Connecting to Office Ally 1. Navigate to System Go to the left pane and click > System. 2. Navigate to Integrations Tab Click on the&nbs ...

• Managing Integrations - Stripe

  Configure third-party integrations from the Integrations tab in System settings.Connecting to Stripe1. Navigate to SystemGo to the left pane and click > System.2. Navigate to Integrations TabClick on the Integrations tab at the ...

• Managing Integrations - Zoom

  Configure third-party integrations from the Integrations tab in System settings.Connecting to Zoom1. Navigate to SystemGo to the left pane and click > System.2. Navigate to Integrations TabClick on the Integrations tab at the top of the page.3. Locate ...

• Managing Bank Accounts

  The Bank tab in the System settings allows you to add, edit, delete, and set default bank accounts. 1. Navigate to System Go to the left pane and click System. 2. Navigate to the Bank Tab Click on the Bank tab at the top ...