Set up HR and payroll
Skip this if you don’t use HR. Much of HR is ready out of the box — 12 leave types and a starter mileage rate are already in place. Set up the order below, since a couple of items must exist before others will work.
1. Leave types
Open Settings → Leave Types. Twelve types are ready. Review the days-per-year before adding employees — each employee’s leave balances are created automatically from the active leave types at the moment you add them.
2. Policy categories
Open Settings → Policy Categories. These are already in place and are required before you can add HR policies.
3. Employees
Open HR → Employees. Add your staff. Set a salary for anyone you’ll pay, and mark field technicians so they can be assigned to work orders. You can create a login for each employee.
4. Before you can run payroll
- Pay schedule — open Settings → Pay Schedule and create one (it isn’t pre-set). It sets your pay frequency and pay dates, and generates pay periods.
- Mileage rate — a starter rate is already in place under Settings → Mileage Rates; confirm it matches the current IRS rate.
- Employee pay — payroll only includes employees who have a salary set, so add compensation first.
5. Run payroll
Open HR → Payroll. The flow is: generate payslips → approve → mark paid → export.