Setting Up the Company

Once a company is onboarded, set up the records its workers and pay refer to. In Payroll Infrastructure there is no admin portal, so you create all of them with the API, using the company's API key. Most worker requests refer to a work location, an approval group or a payroll calendar by ID, so create them before the company's first worker.

What to set up, and in what order

Order	Record	Why it matters	Start with
1	Webhook endpoints	Payroll runs, requirements and payouts move on in the background, and webhook events tell you when. You may have created the first endpoint with the company	Webhook Endpoints API
2	Work locations	A wage is taxed where it was earned. The location's address decides the tax jurisdictions and which leave rules apply	Create a work location
3	Payroll calendars	Each pay period on a calendar gets a regular payroll run. Workers you don't assign go on the company's default calendar	Payroll Calendar API
4	Approval groups	Organize workers, and scope GL code mappings	Create an approval group
5	Cost centers	Up to three categories, like client, job or department, to tag wages with	Create a cost center
6	Pay codes	The categories each item of pay goes under. Everee provides defaults, like `REGULAR_HOURLY` and `BONUS`. Create your own only for categories that don't fit one	Create a pay code
7	Leave types and policies	Only if the company tracks paid time off in Everee	Managing leave and PTO

Setting up your organization has the detail for each record, with examples. Where it describes the admin portal, that applies to hosted payroll only.

Workers' Comp classes aren't set up through the API: Everee enters them during company onboarding and updates them at each coverage renewal. List Workers' Comp classes to find the codes to attach to pay.

Check before the first run

List the payroll calendars and check the company's default calendar matches the pay frequency your customer expects.
Map the pay types in your product to pay codes. See Pay codes and gross pay basics.
Send a test event to each webhook endpoint, and check your handler verifies it.

Then add workers. See Managing workers.