The guided setup takes a new company through everything it needs before its first payroll, one step at a time. This guide lists each step, what it asks for and when Sahora counts it as done.
Open the guided setup
- Open the company's Dashboard.
- On the Setup card, click Start guided setup (or Continue guided setup).
Click Next step when a step is done, or Skip for now to come back later. Back returns to the previous step, and you can click any step in the list to jump to it.
Sahora decides a step is done from your data, not from a tick. If you stop and come back, it opens at the first step still open. Everything you save here is also on Company setup.
The steps
| Step | What it asks for | Done when |
|---|---|---|
| BIR registration details | Employer TIN, RDO code, registered name and address, signatory and contact details. Click Save BIR details. | The TIN and RDO code are saved |
| Work place and minimum wage region | Your region (and area, sector, province and city). It decides the minimum wage checks and the holidays. Click Save work place. | A region is saved |
| Pay schedule and work rules | Apply a template (office, retail or manufacturing) to a pay group, or set pay groups and shifts by hand on Company setup. | A template is applied or pay periods exist |
| SSS, PhilHealth and Pag-IBIG employer numbers | The three employer numbers. Click Save employer numbers and bank. | All three are saved |
| Company payroll bank account | The account payroll is paid from, on the same form. | The account is saved |
| Bring in your existing data | Click Open Import data to bring in employees, company details, timesheets or previous payroll. | An import is done, or your first payroll is approved |
| Add employees | Add an employee, Import employees or Import year-to-date pay. | At least one active employee |
| Employees' government numbers | TIN, SSS, PhilHealth and Pag-IBIG for each employee. | Every active employee has all four |
| Employees' bank accounts | The account each employee is paid into. | Every active employee has one |
| Create the pay periods | Click Create the pay periods to open Attendance. | At least one pay period exists |
| Approve the first payroll | Compute, review, submit and approve. Click Open Payroll. | The first payroll is approved |
For details see BIR details and your work place, Pay groups and pay schedules, Employer numbers and the payroll bank account, Importing your data and Computing a payroll.
Extra steps when employees use the portal
If your employees use the employee portal, four more steps appear. Do them on their own pages, not from the guided setup's button:
- Departments and their supervisors: add departments on Company setup, then give each a supervisor on Users. Done when every department has one. Without a supervisor, requests go to the owner and payroll officer.
- Shifts and schedules: assign shifts from Employees → Bulk changes → Assign shifts. Done when every active employee has a schedule.
- Clock-in settings (only if employees clock in on their phones): set where they may clock in and whether a selfie is needed on Company setup. See Clock-in controls.
- Invite employees to the portal: invite them all at once on Employees (the button shows how many are waiting, for example Invite 12 to the portal). Done when every employee with an email has a login. See Inviting employees to the portal.
What can go wrong
- "Every pay group already has pay periods, so a template can't replace their schedules." Change the settings by hand on Company setup instead.
- "Only the company owner can apply a template." Other users see the steps but can't save the owner's settings. Ask the owner.
Good to know
- A template sets company choices only. Statutory rates, contributions, tax, holiday pay and minimum wages always come from the government tables.
- Applying a template replaces the current settings for the chosen pay group. Shifts already on file with the same name are kept, and pay groups with pay periods are never changed.