Easy Getting Started Guide

Welcome to PaymentEvolution! We’re happy to have you on board with us. We’ve created this guide to help you set up your account efficiently without missing any steps. Follow the links in each section to get more information on each step.  

There are a few things you'll need to do before you run your first pay run. Use this guide to go through the various steps to prepare for your first run.  

1. Checklist for Getting Started  

2. Configure your company’s settings  

3. Transition from your previous payroll provider 

4. Add your employees  

5. Integrate with your accounting program  

6. Run Payroll  

 Step 1. Checklist for Getting Started  

Our Checklist for Getting Started will provide you with an overview of everything you’ll need to do as well as all the documents you’ll need to create your account.  

Step 2. Configure your company’s settings  

Our guide on Your Company Settings will go through all of the relevant options available to you once you’ve opened the account. Here, you’ll be able to enter your company’s details, set your pay frequency, and create your custom benefits and deductions.  

Step 3. Transition from your previous payroll provider 

The article for Changing payroll providers will guide you through all of the steps to easily transition to PaymentEvolution. 

Step 4. Add your employees  

Once you’ve configured your company settings, you can move on to adding your first employee. Our guide on adding employees will take you through this process step-by-step. To make this even easier, be sure to download our New Employee form at the end of the Checklist for Getting Started. You will be able to use that to gather all the necessary information from your employees in preparation for adding them to your account.  

Step 5. Integrate with your accounting program  

After you’ve added your employees, you can then integrate your PaymentEvolution account with your accounting or timekeeping program. Please see our guide on Accounting Add-Ons. 

Step 6. Run Payroll  

Once you’ve completed all of the steps above, you’re ready to run your first pay run in PaymentEvolution. Before you begin, please visit our pay run guide to ensure a quick and seamless first pay run.