Onboarding

Now that you have signed up on the Bolto platform, please check out the steps below to get you started!

Payroll Setup

As an admin, you will need to invite yourself as an employee, and invite any other employees to the Bolto platform.

You will do so by clicking on the “Overview” or “Employees” tab under Employees on the left of your admin page.
You will then select “Add Employee” and fill out the requested information.
- To Note: If you invite yourself as an employee, use the same email as your admin account to allow yourself to toggle between the two.

Please follow this link for a more detailed overview on adding employees

You will need to create a pay schedule, or the cadence at which your employees will be paid through Bolto

You will start by clicking “Pay schedules” under the Payroll tab on the left side of your admin page.
You will then select “Create pay schedule” and input the desired pay cadence

Please follow this link for a more detailed overview on pay schedules

All employees must be placed into a payroll group in order to be paid

You will start by clicking “Payroll” under the Payroll tab on the left side of your admin page.
Next, select “Create New Payroll Group” and fill out the requested information including pay schedule, and adding employees.

Please follow this link for a more detailed overview on payroll groups

Now that all employees are in a payroll group, you are ready to run payroll

You will start by clicking “Payroll” under the Payroll tab on the left side of your admin page.
Next, find the desired payroll group and select “Review Payroll”
Confirm all information looks correct, then preview and submit

Please follow this link for a more detailed overview on running payroll

Set up any remaining items such as: