Setting Up Company Information in Sequifi
Objective
This SOP outlines the steps to set up and edit company information in Sequifi for administrators.
Key Steps
1. Accessing Administrative View
Log in to Sequifi as an administrator.
Ensure you are in the administrative view by checking the upper right-hand corner.
2. Navigating to Settings Tab
Locate the settings tab on the left side of the screen.
3. Selecting Company Sub-Tab
Click on the 'Company' sub-tab under the settings tab.
4. Editing Company Setup
Click on 'Company Setup'.
Hit 'Edit' in the upper right corner to modify company information.
5. Entering Company Information
Fill in the following fields:
Company logo
Company name
Business name
Website
Main company email
Business phone number
Company address
6. Setting Up System Model
Specify if there are costs deducted before commissions.
Indicate if advanced repayments are scheduled.
7. Approving Timesheets
Set up who approves timesheets for payroll review.
8. Configuring Sequipay
If using Sequipay, ensure proper identification numbers are set up with the CS team.
9. Setting Pay Frequency
Define how frequently payroll is executed (e.g., weekly, monthly).
Specify pay periods and the date of the first check.
10. Managing Overrides
Decide if stack overrides are allowed.
Determine how multiple overrides are handled.
11. Allowing Tier Structures
Specify if a tier structure is permitted within the company.
12. Adding Custom Payroll Fields
Navigate to custom payroll fields to add any necessary fields.
13. Editing Email Domains
Add specific email domains (e.g., Gmail, Hotmail) for sending documents.
Cautionary Notes
Ensure all information entered is accurate to avoid payroll discrepancies.
Double-check email domains to ensure proper communication.
Tips for Efficiency
Familiarize yourself with the settings tab layout to navigate quickly.
Keep a checklist of required company information to streamline the setup process.
Link to Video