Welcome to HReasily! This guide will help you set up your company, add employees, configure payroll, and run your first payroll. It applies to companies outside of Singapore, Malaysia, Thailand, Indonesia, and Hong Kong, using HReasily’s Global version. While statutory compliance isn't supported, you can still manage salaries and payroll components effectively.

Step 1: Set Up Company Information

Start by entering your company’s basic details:

1. Navigate to Company Info > Basic Info.

2. Fill in the following:

• Company name

• Trading Name

• Registered address
  
  

3. Upload your company logo by clicking the Camera icon.

Optional: If you pay employees in a different currency, you may configure currency rates. Skip this if not applicable.

Step 2: Configure Company Payroll Settings

1. Next, click on the Payroll Info tab to set up your company’s payroll configuration.

2. Click EDIT under Company Payroll Info.

3. Complete the following:

• Working Hours in a Day
• Payment Frequency
• First Payroll Month

4. Click Save to apply your settings.

Step 3: Add Employees

You can add employees individually or in bulk.

Option A: Add Individually

1. Go to Staff Directory > Add Employee

2. Enter the employee’s details:

• Full Name, Gender, Date of Birth, Email

• IC/Passport

• Mobile Number (mandatory if email is blank)

• Address

• Tick Will this employee be drawing salary?

• Access Permissions → Learn more about permission levels here

3. After saving, you'll be directed to the Employee Payroll Info page. Click EDIT and fill in:

• Payment Frequency & Method

• Bank Details

• Payslip Notification → Learn more
• Employment Status, Salary and Working Schedule

Option B: Add in Bulk

1. Go to Staff Directory > Manage Employee

2. Click the Import Employee Data tab.

3. Download the .CSV Template and fill in the required information.

4. Upload the completed .csv (UTF-8) or .xlsx file by dragging and dropping, or click to browse and select your file.

5. Click IMPORT to proceed.

➡ View full bulk import guide here

⚠️ No seat quota left? This means you’ve hit your employee limit. Learn how to increase seats

Step 4: Set Up and Assign Pay Items

Before processing payroll, ensure all pay items—such as additions, deductions, and employer contributions—are properly configured.

You can create custom pay items in the Pay Item List based on your company's payroll policies.
➡ Guide: How to configure pay items

➡ Guide: Setting Up Employer Contributions

Once your pay items are ready, assign them to the relevant employees to ensure accurate payroll calculations.
➡ Guide: Bulk assigning pay items

Step 5: Run Your First Payroll

Once setup is complete, you’re ready to process your first payroll.

1. From the Dashboard, click Run Payroll.

Seeing "Manage Payroll" instead? That means your company payroll info isn’t fully set up. Refer back to Step 2 to complete it.

2. A draft payroll will be generated. Click Manage to review and edit the payroll.

3. Fill in the Payroll Basic Details:

• Payment Date (shown on payslips)

• Notification Date (when payslip emails/SMS will be sent)

• Payslip Notification Message (optional message in email)

4. Review the payroll table. You may:

• Edit pay item amounts

• Click Reload Table if you’ve made changes to employee or payroll info

• Right-click a pay item > Add Comment to include remarks

• Click View Payslip to preview an employee’s payslip

• Export your payroll data in .xlsx format for easy review or sharing
  

5. Once confirmed, click Submit for Approval or Approve Payroll.

Step 6: Review Reports

Once payroll is approved, go to Manage Company > Payroll to access:

• Payroll History

• Staff Payslip List

That’s it — you’ve completed the onboarding process using HReasily’s Global Payroll module. While this version doesn’t cover statutory compliance, it provides a flexible and efficient way to manage payroll across various countries.

If you need further assistance, feel free to explore our help articles or reach out to our support team anytime. We're here to help you get the most out of HReasily.

Happy payroll processing!