III. Organization Management

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A. Managing Companies

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Create a new organization

1. Select the organization that you currently have open in the sidebar.
2. From the dropdown menu, select + Create New Organization.

3. Enter the new organization’s name , employee size, and primary use case. Then select Next Step.

4. Select the organization’s pay frequency, cycle start day, and cycle end day. Then select Next Step.
   • This step is optional. You may also select Skip for now.

5. Create a crew. Then select Proceed.
   • This step is optional. You may also select Skip for now.

Your organization is now created. You will then be taken to your organization dashboard.

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View all organizations

1. Select the organization that you currently have open in the sidebar.

All organizations are listed in the dropdown menu.

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Find an organization

1. Under System Administration, select Manage Organizations.

2. All organizations that the user is connected to are listed.

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View organization details

1. Under Organization, select Configuration.

Here you can view the organization’s name, employee size, primary use case, and pay schedule.

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Update organization details

1. Under Organization, select Configuration.

Here you can edit the organization’s name, employee size, primary use case, and pay schedule.

2. Select Save changes.

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B. Organization Settings

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View organization settings

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Update organization details

1. Under Organization, select Configuration.

On this page you can view the following information for the organization:

1. Organization details

2. Pay schedule

3. Payroll (minimum wage)

4. Pay codes

Pay codes are automatically set to the DataTech default.

5. Employee roles

6. Units

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Update organization pay codes

1. Under Organization, select Configuration.

2. Scroll down to Pay codes.

3. Update the pay code.
4. Select Save changes.

You can go back to the system default at any time by selecting Use default.

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