Company Admin Tasks
Role: Company admins
Scope: Company portal
Purpose
Provide a task-first index for recurring company administration work.
Who this is for
Company admins running onboarding, employee management, period operations, and payouts.
Prerequisites
- You can sign in to the Company portal.
- Your company onboarding is in progress or completed.
Step-by-step instructions
1. Start with your current job
- New setup: Company Onboarding Welcome
- Employee administration: Employee Management
- Voting period operations: Voting Periods Management
- Payment monitoring: Payment Management
2. Open the linked workflow page
Follow the step-by-step section on that page for the full procedure.
3. Complete post-change checks
After updates, verify related operational pages such as Employees, Voting Periods, and Payments.
What users should expect
- Task pages are shortcuts into detailed guides, not replacements for full procedures.
- Some options vary by company setup and feature flags.
Common issues and troubleshooting
- Unsure which page to use: start with Company Settings & Configuration.
- Missing action in UI: verify your admin role and current period or payment status.
Verify success
- You can identify the correct workflow page for your current operation in one click.
- The linked page confirms the action path you need (setup, operations, or integrations).