Checklist To Have Your Payroll Ready

This is a checklist of everything you’ll need to get fully set up to run payroll with PaidHR.

The section titles that follow correspond to different sections of your payroll setup timeline, so you know what to have ready for each step.

Add Company Details

• All company locations where employees work from( or only the Head office if employees work remotely)

• Tax Identification Number (optional if you don’t remit tax)

• Pension Reference Number (optional if you don’t remit pension)

Add Employees

• Full Names

• Hire Dates

• Paygrade and compensation details

• Work Location

• Bank account information

• Tax ID

• Pension Account Information

Add Contractors

• Full Names or Business Names

• Email Addresses

• Physical Addresses

• Bank Account Information

Setup Payroll

• Create Wallet

• Setup Payschedule Configuration

• Skip employees from payroll ( optional)

• Add payroll change (optional)

• Approve Payroll and/or Create custom schedule ( for only payments outside payroll/ to pay contractors)

• Fund Wallet with payroll amount including charges