logo

Account Setup

After the signup process is completed, you will be directed to the Account Setup page where can opt one of the options to configure the settings.

Customize Settings:

Step 1:

After the signup process is completed, User needs to login to Sumopayroll and click on the Customize Settings.

Step 2:

Upon selecting the Customize Settings the User will be guided with step by step process to complete the configuration settings for the following.

  • Work Locations
  • Holidays
  • Work Schedule
  • Departments
  • Employee Types
  • Payroll Settings
  • Salary Settings

{primary} Note: By clicking on the Skip to last step from any step the default settings will be applicable. User can review them by clicking on the Review button.

Step 3:

In the Work Locations step, by default the company address provided at the time of signup will be the default work location. User can edit those default settings to customize according to his/her organization and click on Next button.

Step 4:

In the Holidays step, by default major national holidays are added. User can edit/add those default settings to customize according to his/her organization and click on Next button.

Step 5:

In the Work Schedule step, the default configured work schedule will be displayed. You can edit those settings to customize as per your organization preference and click on Next button.

Step 6:

In the Employee Types step, the default configured Employee Types are displayed. You can add/remove employee types depending on your organization's preference.

Step 7:

In the Departments step, the following departments are configured by default. You can add more departments depending on your organization's preference.

Step 8:

In the Payroll Settings, the default configured payroll settings will be displayed. You can change them depending on your organization's preference.

{primary} Note: Frequency and Starting Month/Year cannot be edited.

Step 9:

In the Salary Settings step, all the standard allowances and deductions are added by default. You can add more depending on your organization's preference. Now click on the Review button to review all the details.

Express Settings:

Step 1:

After the signup process is completed, User needs to login to Sumopayroll and Click on the Express Settings.

Step 2:

Upon selecting the Express Settings all the configuration settings with default values will be displayed to the User.

Step 3:

The user can review the details and if desired can edit by clicking on the Edit next to the Configuration name.

Step 4:

After review User needs to click on the Save button to complete the Account set up.