People

How can we give special access (like an administrator) to somebody else?
Please ensure that the person is added to your organization. This can be either as an employee or a contractor. Go to that person's profile from the ...
Wed, 7 Apr, 2021 at 10:50 AM
How do I enable/disable employee login?
You can control login access for both employees and contractors. Do note that once you dismiss someone, their login is immediately disabled as well.   ...
Tue, 3 Nov, 2020 at 1:09 PM
Employee Onboarding Checklist
Here are the steps for onboarding your new employees on Opfin.    Log in to your dashboard and click on the ‘People’ tab.  To add new employees to yo...
Tue, 3 Nov, 2020 at 10:34 AM
Executing your First Payroll on Opfin
Here are the steps to execute your first payroll on Opfin.  Step 1: Log in to your Opfin account  Step 2: After you log in, your Opfin dashboard w...
Tue, 3 Nov, 2020 at 10:36 AM
A new employee/contractor has not received the welcome email.
First, please ensure that the email address entered in XPayroll for the new employee or contractor is accurate. Typos in the email are the most frequent rea...
Fri, 9 Apr, 2021 at 1:39 PM
A payment from Opfin is stuck in "In Progress" status
When Opfin displays a particular payment's status as "In Progress", then that implies that we have passed the payment on to the bank for proc...
Sun, 29 Nov, 2020 at 4:19 PM
What is the difference between an employee and a contractor?
An employee is a person with a fixed monthly salary, who will automatically be included in every month's payroll. Opfin optimizes the salary structure ...
Sun, 20 Dec, 2020 at 1:32 PM
Can we convert an employee to a contractor (or vice versa)?
It may be required to convert an employee to a contractor, or the other way around, if the employment scenario changes. To do this - Go to the People p...
Wed, 30 Dec, 2020 at 2:46 PM