There are two ways to create a client inside of Paiday Hub. You can create clients one by one or you can use the bulk import tool.
For adding clients one by one there are a few steps that you need to complete. You can start by clicking "Add client" in the top right of the Paiday Hub. This shows an overlay where you can choose to create a single client or multiple in bulk.
If they are using Paiday Payroll
If they are using Paiday Payroll, you'll see the default in the payroll software field as Paiday so there's nothing to change there.
Then you'll go through each of the fields, adding:
the organization name
contact details
billing setup
and finally clicking Add.
For contact details this is the client's main point of contact. They don't receive an invite. This is more informational.
For billing set up you can choose whether the client pays or your own accounting firm pays the payroll fees.
If you choose the client to pay the fees, then you need to:
enter a billing email
select their province and territory
their postal code
After adding a client with Paiday Payroll
After adding a client with Paiday Payroll, you'll be redirected to Payday Hub. You can then select the pencil next to their line item on Payday Hub.
Inside the edit client screen, this is where you need to complete some fields.
Add the client's logo by clicking Upload Photo.
Select your preparer from your team (see How to Add Firm Users).
Add “# Employee Scope.” This field is designed for you to track the number of employees that you agreed to run payroll for with the client.
If you have your clients payment details then you can add their payment information in the Subscription section by choosing Card or Pre-Authorized Debit.
If you don't have your client's payment details then you can ask your client to add them by clicking “Generate Payment Link” under “Share Payment Link” and share the link with them.
Make sure to click start subscription after payment details have been added.
Choose users with access to the client.
Scroll up to the top and click “Save Changes.”
If they are not using Paiday Payroll
If your client is not using Paiday Payroll then you'll need to change the payroll software to the one you'll use with them. Click the drop down under payroll software and choose the correct one.
Add organization name
Add contact details for your client’s main point of contact. They don’t receive an invite, this is informational.
Once you've filled in these fields, you can click the add button and that will create a line on your Paiday Hub for that client.
After adding a client without Paiday Payroll
Click the pencil next to the client that you just added and this will open up the client editor.
Add the client's logo by clicking Upload Photo.
Select your preparer from your team (see How to Add Firm Users).
Add “# Employee Scope.” This field is designed for you to track the number of employees that you agreed to run payroll for with the client.
Add “# of Employees” To show the current number of employees that you're running payroll for. This is a manual field and you'll need to update it as new employees get added to payroll.
Add “Custom Payroll Link” - go to the payroll module in the software you’re using with the client. Copy the URL and paste into this field. When you’re logged into the payroll software this will take you directly to that client by clicking their name or payroll software logo on Paiday Hub.
Select “Initial Pay Date” and enter the next pay date you will be running payroll for.
Select pay frequency as Weekly, Bi-Weekly, Semi-Monthly, or Monthly.
Choose users with access to the client.
Scroll up to the top and click “Save Changes.”