✅ Quick Start Checklist
Before you begin customizing payroll schedules, importing employees, or setting up integrations with benefits providers, it’s important to walk through the Quick Start Checklist. This isn’t just a formality—it’s your on-ramp to a stable, predictable FlexPay launch. Whether you’re part of a lean startup team or a growing HR department, this page ensures that nothing crucial falls through the cracks. By starting here, you’ll avoid setup delays, reduce friction later in the platform, and give yourself a clear sense of direction for the next few hours of setup work.
If you've already reviewed How to Use These Docs, you know this documentation favors practical workflows, annotated images, and consistent structure. That same approach applies here. This checklist is written as a sequence of key actions that guide you through FlexPay’s core configurations. Some of these steps might feel obvious, but others—especially around payroll classifications or third-party syncs—are commonly missed and can lead to errors if left undone. Think of this as a baseline walkthrough that guarantees nothing essential is skipped, even if you're short on time.
New FlexPay users often feel the urge to dive directly into payroll setup or employee onboarding without checking the foundation. As your organization grows, having the right defaults, integrations, and user roles in place from the beginning will prevent countless hours of backtracking or manual rework. It’s much easier to configure things the right way once than to fix them later after the first few payrolls have already been processed.
Why Start with a Checklist?
The answer is simple: a structured setup leads to scalable results. A checklist provides a clear roadmap, especially helpful if you're implementing FlexPay across multiple departments or offices. Instead of relying on memory or hoping your team caught every setting, this list serves as a shared source of truth for admins, HR leads, and developers alike.
Many platforms throw you into configuration with little context—FlexPay doesn't. We’ve built the product experience and this documentation around checklist logic so that your team can always pick up where they left off. Even if you’re jumping in mid-project, you’ll know exactly what’s been done and what remains.
💡 Hint: Assign one person as the "checklist lead" to ensure nothing gets missed or duplicated if multiple people are configuring the system.
Remember: this page doesn’t cover how to do each step in full—that’s coming right after. It just lays out what to prepare for and why each item matters.
What to Prepare Before Beginning
To make the most of your FlexPay setup, you’ll need a few key pieces of information and access credentials before you can begin completing the checklist itself:
Your company’s legal name, EIN, and address (for tax and compliance setup)
Your preferred payroll schedule and time zone settings
Contact details for your banking institution (you’ll connect this securely within the app)
Information on any existing HRIS or accounting platforms you plan to integrate (e.g., QuickBooks, Gusto, ADP, etc.)
A list of the team members who will be admins, HR managers, or approvers
These elements may seem disconnected at first, but they’re all part of the puzzle. FlexPay relies on accurate data from the start to enable automation features, error detection, and real-time syncing. If you’ve already been collecting this info or used another payroll tool before, you’re ahead of the game. But even if you’re starting from scratch, don’t stress—we’ve built in reminders throughout the docs to return here whenever you’re ready.
If something isn’t immediately available (like bank routing details or SSO configurations), that’s okay. FlexPay allows you to skip ahead and return later, but skipping too many items early may result in incomplete configurations down the road.
⚠️ Warning: If you skip connecting your bank account or verifying tax info, payroll processing may be delayed or rejected when you try to go live.
✅ Your Quick Start Checklist
Here’s your official setup list. You can return to this page anytime via the left sidebar under Getting Started.
Each of the items above will be detailed in the next few pages. Expect screenshots and tips for avoiding common issues.
Summary & What’s Next
You’re now ready to begin setting up FlexPay in a way that scales. The checklist we just introduced serves as your setup compass, ensuring that each foundational decision is accounted for before you move deeper into the platform. While it may be tempting to skip around or jump straight to features like employee self-service or paycheck previews, starting with the basics means you’ll avoid headaches later on. Think of this as your launchpad, your chance to set a stable footing before running forward.
We’ll now guide you into the next section.
Last updated
Was this helpful?