Welcome to PaidHR 💙
Getting started with a new platform can be equally exciting and daunting. To simplify things, we have created this quick guide to help you get familiar with the primary functions of PaidHR.
This article is for Admins
If you're an employee hoping to get familiar with PaidHR, check out our PaidHR Guides for Employees.
Step 1: Getting Started
Step 1: Getting Started
The first step is to complete the creation of your company PaidHR Account.
An invitation link will be sent via email to set up your company account. Be sure to complete all steps and check that all company details are captured.
Step 2: People Module
Step 2: People Module
Step 3: Settings Module
Step 3: Settings Module
The Settings Module allows you to customize your PaidHR account, add Admins, set up roles, permissions, and more.
Add Admins
Roles and Permissions
Approval Workflows
Step 4: Payroll Module
Step 4: Payroll Module
If you'll be using PaidHR for Payroll, now is the time to start getting everything ready for your first payday! PaidHR's payroll system seamlessly integrates with all your HR needs to make things simple. Check out the guide below to get started :
Step 5: Requests
Step 5: Requests
Manage employee requests such as leave, loans, exits and more on PaidHR. Check out the guide below for an overview of the Requests module.
Step 6: Documents Module
Step 6: Documents Module
The documents module is your one-stop shop for digital signing, assigning documents and managing offer letters. Create documents and offer letter templates, share company-wide policies, and more.
Step 7: Assets Module
Step 7: Assets Module
Set up the Assets module to easily track any company assets that have been distributed to employees. You can see the asset, asset category, who has it, when it was given when it was returned, the asset serial numbers, cost and notes.
Step 8: Performance Module
Step 8: Performance Module
The Performance Module helps your team reach their full potential with goal setting, recurring review cycles, and more. You can build employee confidence, stay on track, and easily foster career growth for everyone on your team as well as help the business achieve success.
Check out the guide below to get started:
Congratulations on getting set up with PaidHR
We are excited to have you here ⭐
