> For the complete documentation index, see [llms.txt](https://knowledge.rollcredits.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.rollcredits.io/company/setup-guide.md).

# Finish setting up your company

Use the Setup guide to see which company, bank, payroll and crew steps are left on a production, and go straight to each one.

The Setup guide lists what's left before you can send payments and run payroll. Open it from **Company > Setup guide** in the sidebar, which shows it to Owners and Super Admins.

{% hint style="info" %}
If your company uses the Setup guide, it appears once you've finished [setting up your account and company](/getting-started/set-up-your-account.md). Payroll and crew steps appear only if RollCredits payroll is turned on for the production. The SAG step appears only when the production uses SAG. Anyone who isn't an Owner or Super Admin and opens the page sees **There is nothing for you to set up on this project.**
{% endhint %}

## Read the Setup guide

Under **Setup guide** and the production's name, the **Company setup** section shows your progress, such as **2 of 9 required steps done**. Steps are grouped under **Company**, **Bank account**, **Payroll** and **Crew**, each with its own count. Steps tagged **Optional** don't count toward setup.

Each production has its own guide. **Add company tax info** and **Publish startwork templates** check company-wide details, so once done they count on every production.

When every required step is done, the section shows **Setup complete on** and the date. It stays finished for that production even if something changes later.

## Finish a step

1. Find a step that shows **Action required**.
2. Select the button on its row. The page where you finish the step opens. On some steps, the spot to fill in is scrolled into view and briefly highlighted.
3. Finish the task there.

You don't mark steps done yourself. RollCredits checks each step and updates the guide.

## Setup steps

| Group        | Step                                       | Button                         | Opens                                         |
| ------------ | ------------------------------------------ | ------------------------------ | --------------------------------------------- |
| Company      | **Add company tax info**                   | **Add tax info**               | **Company > Details**                         |
| Bank account | **Link a bank account**                    | **Link a bank account**        | **Company > Bank Account**                    |
| Bank account | **Verify the account**                     | **Verify the account**         | **Company > Bank Account**                    |
| Bank account | **Upload a signature**                     | **Upload a signature**         | **Company > Bank Account**                    |
| Bank account | **Compliance review**                      | None                           |                                               |
| Payroll      | **Set up payroll**                         | **Set up payroll**             | **Payroll > Setup**, **Setup Payroll** tab    |
| Payroll      | **Add a work location**                    | **Add a work location**        | **Work Locations** tab                        |
| Payroll      | **SAG signatory info** (Optional)          | **Add signatory info**         | **Setup Payroll** tab                         |
| Payroll      | **Agree to the escrow terms** (Optional)   | **Review the escrow terms**    | **Employees** tab                             |
| Crew         | **Publish startwork templates** (Optional) | **Manage startwork templates** | **Startwork** tab                             |
| Crew         | **Invite crew**                            | **Invite crew**                | **Employees** tab, with **Add Employee** open |
| Crew         | **Crew ready to be paid**                  | None                           |                                               |
| Crew         | **Run your first payroll**                 | **Review timesheets**          | **Payroll > Review Payroll Runs**             |

* **Bank account:** each step waits for the one before it. If your company's payments run through RollCredits' card provider, there's no **Upload a signature** or **Compliance review** step. See [Link your company bank account](/company/bank-account.md).
* **Set up payroll** comes first: the other payroll tabs stay locked until it's done. See [Set up payroll](/payroll/setup.md).
* **Agree to the escrow terms** before anyone is paid through escrow. You agree from an employee's panel. See [Add and edit payroll employees](/payroll/setup/employees.md).
* **Crew ready to be paid** shows a progress bar and a line such as **4 of 6 crew have finished their paperwork.** It's done when at least 90% of adult crew are ready, rounded up. Minors are paid manually and don't count. See [Track employee onboarding](/payroll/setup/employee-onboarding.md).
* **Run your first payroll** becomes available once the required Payroll steps and **Invite crew** are done and at least one adult crew member is ready. It's done once the production has a payroll run that didn't fail. See [Run payroll](/payroll/review-payroll-runs/run-payroll.md).

## What each status means

* **Action required:** the step needs you.
* **Complete:** the step is done.
* **After: Set up payroll** (or other step names): the step waits for those steps first.
* **Waiting on RollCredits**, **Waiting on our bank partner** or **Waiting on crew:** nothing for you to do yet. Any expected timing is shown in parentheses.
* **Could not check:** the check failed just then. Select **Try again**.

## Use the floating guide

On a computer, the floating guide sits at the bottom left of every page except the Setup guide. It lists only required steps, and drops a group once its steps are done.

* To open it, select the pill, such as **Setup · 2 of 9**. It pulses when a step needs you.
* To shrink it back to the pill, select the down arrow.
* To dismiss it, select the **X**. You can't dismiss it until **Add company tax info** is done.
* To open the Setup guide page, select **View all setup steps**.
* To bring it back, select the **Setup** button in the top bar, such as **Setup 2 of 9**.

Your choice is remembered for you on that production, in that browser. Once setup is complete, the floating guide and **Setup** button go away for good.

{% hint style="info" %}
On a phone or tablet, the pill and the setup button in the top bar both open the Setup guide page. On a phone, that button shows only a progress ring.
{% endhint %}


---

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