📄 Overview

Welcome to FlexPay, a modern, user-centric payroll and employee onboarding platform built to reduce friction and increase clarity at every stage of workforce management. Whether you're hiring your first team member or managing payroll for hundreds, FlexPay adapts to your needs with robust automation, compliance-ready workflows, and intuitive design. This documentation hub will guide you step-by-step through the full experience—from setting up your company account to running your first payroll cycle. Designed for both administrators and employees, FlexPay is committed to making the entire process secure, transparent, and efficient.

FlexPay exists to solve a common yet complex problem: the messy, outdated, and error-prone world of payroll onboarding. Businesses today juggle disconnected tools, patchwork processes, and confusing compliance requirements. Many rely on spreadsheets or legacy systems that weren’t built for modern hybrid workforces. The result? Wasted hours, compliance risks, and frustrated employees. FlexPay consolidates onboarding and payroll into a unified, cloud-based workflow with configurable modules, automated tax calculations, audit-friendly logs, and integration-ready endpoints. This empowers organizations to focus less on administrative overhead and more on what matters—people and productivity.

🧠 What FlexPay Solves

FlexPay is designed for HR professionals, payroll administrators, and business owners who are tired of manual paperwork, outdated tax filings, and clunky onboarding platforms. The pain points we solve include:

• Onboarding delays due to paper forms or email chains

• Employee confusion about where and how to enter their tax or direct deposit info

• Lack of visibility into onboarding status or payroll runs

• Errors from manual data entry or missed compliance steps

• Siloed systems that don’t sync between HR, accounting, and payroll

With FlexPay, you gain a centralized dashboard for monitoring onboarding in real-time, onboarding checklists that guide new hires through every required step, built-in W-4 and I-9 forms, digital signatures, and seamless payroll activation once an employee is cleared.

Figure 1. FlexPay's Main Dashboard

🔍 Who This Documentation Is For

This documentation is built for:

• Admins setting up FlexPay for the first time

• HR or payroll managers onboarding employees and running payroll

• Developers integrating FlexPay with other tools (via API, later section)

• Employees completing their onboarding

Each section is structured to match a real-world workflow. Admins will first configure their company, banking info, and pay schedule. Then they’ll add users, assign roles, and initiate onboarding. After employees complete their profiles and forms, FlexPay enables admins to preview and run payroll with confidence.

🧰 Key Features of FlexPay

Feature	Description
Guided Onboarding	New hires receive step-by-step checklists and document uploads
Paperless Compliance	Built-in W-4, I-9, and e-signature support
Smart Payroll Engine	Auto-calculates taxes, deductions, reimbursements, and direct deposits
Admin Dashboard	View onboarding status, payroll history, and action items in one place
Audit Logs & Alerts	Ensure compliance with built-in logs, reminders, and error handling
Third-Party Integrations	Connect FlexPay to tools like Gusto, ADP, QuickBooks, BambooHR, etc.

💡 Did you know? FlexPay includes a test mode where you can simulate payroll without real transactions. Great for training or testing custom configurations.

🛠️ How It Works (Simplified Flow)

The FlexPay experience is divided into two high-level roles: Admins and Employees. Admins initiate the onboarding flow by creating or inviting users. Once invited, employees complete tasks such as filling out tax information, uploading documents, and selecting their preferred payment method. FlexPay then checks for completion, flags errors, and allows admins to approve and activate the employee. From there, the employee is enrolled in the appropriate pay schedule and included in upcoming payroll runs.

Figure 2. FlexPay's Simplified Flow

🧭 Next Steps

In the next section, you'll walk through your first-time setup, including company profile creation, role assignments, and integration prep. If you’re not sure where to start, visit the Quick Start Checklist guide for a checklist-style walkthrough. If you're ready to dive in, head to the User Onboarding section to begin configuring FlexPay.