Gangmates
  • Getting Started
  • GENERAL USER GUIDES
    • Directory Services
      • Users
        • Quick Guide for Completing the CSV Template
          • Quick Guide: Formatting the Account Number Column as Text
        • New User Account Activation
      • User Types
      • Third Party Providers
    • Company Services
    • Security
      • Roles
      • Security Settings
    • Configurations
      • Branding
        • Logo
        • Domains
        • Add Email Address Format
          • Custom Expressions for Email Address Format
      • Company Settings
      • Bank Names and Codes Reference
      • Categories and Subcategories
    • Finance
      • Invoice
      • Payroll
        • Create Payslip
          • Understanding Payslip Calculations
        • Payroll Settings
        • Custom Contributions
      • Payment Processing
    • Performance
    • Organization Structure
  • API Documentation
    • API Overview
      • 🔌Authentication
      • ⏱️Rate Limits
    • API Reference
      • Company Management
      • Users Management
      • Payroll Management
        • Payroll Settings
      • Payment Processing
      • Domain Management
      • Wallet Top-Up
      • Invoices Management
  • Legal
    • Compliance and Regulatory Documents
      • Service Agreement
      • Service Level Agreement (SLA)
      • Privacy Policy
      • Data Processing Agreement (DPA)
      • Non-Disclosure Agreement (NDA)
      • Payroll Processing Agreement
      • Master Services Agreement (MSA)
      • Onboarding Checklist
      • Refund Policy
      • Terms and Conditions
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On this page
  • Client Information Collection
  • Contract Signatures
  • Data Integration Setup
  • Initial Payroll Setup
  1. Legal
  2. Compliance and Regulatory Documents

Onboarding Checklist

Effective Date: January 2024 Last Updated: January 2024

Client Information Collection

  • Collect client contact details

  • Collect client business information

Contract Signatures

  • Service Agreement

  • Data Processing Agreement

  • Service Level Agreement

  • Non-Disclosure Agreement

  • Payroll Processing Agreement

  • Master Services Agreement

Data Integration Setup

  • Setup data integration with client systems

  • Verify data accuracy

Initial Payroll Setup

  • Configure payroll settings

  • Verify initial payroll run

By using our services, you agree to this Onboarding Checklist.

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Last updated 10 months ago