Sign in to Records
Sign in to PayrollThe guide walks you through until Payroll is ready. There are three steps and they go in order: each one is marked by itself only when it is really done, and if you open one while an earlier one is pending, it takes you there. 1) “Your clinic”: from what date Leymax pays this clinic’s work: enter the first day that is paid (the start of a period, not its end). If the clinic does not have its tax number (EIN) yet, the step asks for it right there, next to the date: it is required in Payroll and it is also saved on the clinic’s record. That step is the only place where the paying company, which is the clinic itself, is set up: the “Set up your company” button in the Payroll Center takes you there. If you have several, switch clinic at the top, in the header, to set up each one. If something is missing that is fixed elsewhere (the card or the subscription), the notice brings “Take me there to fix it” and leaves you there. 2) “Your pay calendar”: how often you run payroll and when your current period ends. 3) “Connect your system”: you connect your visit system with your user and the system does the work on its own. For now only one visit system is supported: the one that step names. You type the username and password you use in your visit system (the eye shows the password while you type it) and press “Connect securely”. Your access is protected: the password is stored encrypted with AES-256, every connection, change or disconnection is logged with who and when, and you can disconnect it whenever you want in My account → Connections. Then the window stays open while we sign in once to check it (a few seconds): if it works, it says it is connected, when and who connected it, with your username masked (the password is never shown again), and you press “Done”; if it does not, it tells you why, with “Type them again” and “Ask support for help”, and meanwhile we do not sign in with them again. This step is only for connecting: if you prefer to upload the reports yourself, do it in Uploads → “Upload the period”; as soon as your first report is processed, this step is done. With the X or Escape the guide folds into a card at the bottom right showing how many steps are done; tap it to return to the next step. The guide disappears once the connection works or, if you upload by hand, as soon as your first report is processed.
Help Center / LEYMAX PAYROLL
The welcome guide: getting Payroll ready
Three steps, one at a time; what you do is saved and you can stop whenever you want.