Add a new company to your dashboard for payroll

You can add a company to your Partner Dashboard where you have full admin access. This gives you full access to you client's payroll account including the ability to run payroll and view reports. This option is mostly used by partners that run payroll for their clients.

  1. Click the Dashboard tab.
  2. Click +Add a new client.
  3. Select Yes, I will help manage this client's payroll.
  4. Enter the company's legal name and trade name.
  5. Select if this company has run payroll with another provider in the past of if this will be the company's first payroll.
  6. If you have a bank account set up, select if you want to be billed for this company or if the company should be billed.
  7. Click Save.

You will see the company on your Partner Dashboard under the Companies That Require Setup section.

What's next? Click Set Up Company to start setting up the company's Gusto account yourself, or add another collaborator to invite a different user that will complete the setup.



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