Guide to getting started in Rise
1. To get started, log in to Rise. Check out our article on How to log in for step-by-step instructions.
2. Once you’ve logged in, start by adding your employees to the platform and setting up the structure of your organization. Our How to get started in HR article provides an overview of how to add and edit employee information as well as how to set up time off policies.
3. Before starting to process payroll, it’s important to make sure your organization’s payroll settings are properly set up within Rise. Follow the steps in our How to set up payroll article to configure your organization policies and settings.
4. Once your payroll settings have been configured, it’s time to add your employees to your payroll organization. Follow the steps in our How to set up an employee in payroll article for each of your employees.
5. Now that you’ve added all your employees into the system, you’re ready to start processing your first payroll. Our How to process payroll article will guide you through the necessary steps for creating and approving a pay run.
6. At the end of the fiscal year, you can process and submit your T4s and T4As to the CRA through Rise. Follow the instructions in our How to process tax form runs article to close the year and file your tax forms.
7. If you terminate an employee, you’ll need to remove them from your system as well as file the required Record of Employment documents. Our How to complete a Record of Employment article lists the necessary steps.
8. Rise offers a number of reporting functions to give you insight into the metrics of your organization. Check out our articles on How to download important Payroll reports, How to create Time Off reports, and How to create a report in HR for instructions on how to create and access reports across Rise.
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