Note: To see these steps in action, sign up for an Admin training session.

Setting up your organization in Rise covers a few areas: time off, teams, and each new hire's profile. Work through the steps below in order.

Set up your organization

1. Set up time off policies for your organization. See Create a time off policy.
2. Enroll staff in the applicable policies. See How to enrol employees in policies.
3. Create your organization's teams. See How to create a team.
4. Add employees to their teams. See How to add employees to teams.
5. Assign team or department leads. See How to assign team leads.
6. Review the Settings section and adjust the settings to suit your organization. See Update my organization details, How to manage locations, How to add a department, How to manage positions in HR, How to manage employee roles and permissions, Manage custom fields to track additional info about employees, How to enable event notifications, and Create custom holidays.

Set up a new hire's profile

Once someone's been hired, finish setting up their profile in two places: People Directory and Payroll.

Mandatory

• People Directory. Assign a manager, if applicable. See How to set an employee's manager.
• People Directory. Enroll them in the applicable time off policies. See How to enrol employees in policies.
• People Directory. Update their balances in the time off dashboard. See Modify an employee's time off balance.
• Settings. Send an invitation to the new hire. See How to invite employees to People Directory & Time Off.
• Payroll, Compensation tab. Set up their compensation policy, salary or hourly rate. See Set up an employee's compensation.
• Payroll, Tax tab. Set up their TD1 federal and regional tax configurations, and add any additional tax deductions that apply. See Configure tax settings for an employee.
• Payroll, Financial tab. Add their direct deposit banking information. See Set up an employee's financial information.
• Payroll, Payroll Instructions tab. Set up their vacation instructions and default values for benefits. See Manage payroll setup for an employee.
• Payroll, Document Delivery tab. Add the new hire's email address so pay stubs and T4s get emailed directly to them. See Set up document delivery for pay stubs (SOEs) and tax forms.

Optional

All of the following are in the People Directory.

• Edit any personal or work information for the new hire, if applicable. See Edit employee personal and work information.
• Add a task for the new hire, if applicable. See Add and assign a task.
• Assign an e-signature document to the new hire. See Assign a document in eSignatures.
• Change the employee's position, if applicable. See How do I change an employee's position?.
• Add the new hire to a team or a location, if applicable. See How to add employees to teams and How to manage employees in a location.
• Add documents and notes to the new hire's profile. See How to add documents to employee profiles and How to add notes to employee profiles.