> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bolto.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding

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

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## Payroll Setup

1. **Invite Employees:**

**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.

<img src="https://mintcdn.com/bolto/lNGgbo1oos2VTNp9/images/Screenshot-2026-09-09-at-4.13.42-PM-1.png?fit=max&auto=format&n=lNGgbo1oos2VTNp9&q=85&s=fd4f83a3eadaf2569f6e350dac207dcb" alt="Screenshot 2026 09 09 At 4 13 42 PM 1" width="3398" height="1474" data-path="images/Screenshot-2026-09-09-at-4.13.42-PM-1.png" />

Please follow this [link](/payroll/adding-employees) for a more detailed overview on adding employees

***

2. **Create a Pay Schedule:**

**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

<img src="https://mintcdn.com/bolto/lNGgbo1oos2VTNp9/images/Screenshot-2026-09-10-at-4.43.33-PM.png?fit=max&auto=format&n=lNGgbo1oos2VTNp9&q=85&s=5f81eb5b4790c2283338229dd5e90dd5" alt="Screenshot 2026 09 10 At 4 43 33 PM" width="3394" height="1050" data-path="images/Screenshot-2026-09-10-at-4.43.33-PM.png" />

Please follow this [link](/payroll/running-payroll) for a more detailed overview on pay schedules

***

3. **Create a Payroll Group:**

**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.

<img src="https://mintcdn.com/bolto/lNGgbo1oos2VTNp9/images/Screenshot-2026-09-11-at-7.00.14-PM.png?fit=max&auto=format&n=lNGgbo1oos2VTNp9&q=85&s=68ec9dd648349e5fdfd5790d39c0d85a" alt="Screenshot 2026 09 11 At 7 00 14 PM" width="3402" height="1534" data-path="images/Screenshot-2026-09-11-at-7.00.14-PM.png" />

Please follow this [link](/payroll/running-payroll) for a more detailed overview on payroll groups

***

4. **Run Payroll:**

**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

<img src="https://mintcdn.com/bolto/lNGgbo1oos2VTNp9/images/Screenshot-2026-09-11-at-7.15.47-PM.png?fit=max&auto=format&n=lNGgbo1oos2VTNp9&q=85&s=b84777df231fbebef6b90e4241902f4e" alt="Screenshot 2026 09 11 At 7 15 47 PM" width="3396" height="1568" data-path="images/Screenshot-2026-09-11-at-7.15.47-PM.png" />

Please follow this [link](/payroll/running-payroll) for a more detailed overview on running payroll

***

Set up any remaining items such as:

* [PTO policies](/payroll/time-off-and-timesheets)
* [Benefits](/payroll/benefits-and-deductions)
* [Company holidays](/hr/calendar)


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