Instructions

Before running your first payroll in Jane, use this checklist to confirm everything is in place. Running through these steps now helps avoid pay stub errors and ensures staff are paid correctly from the start.

To confirm your Pay Types are set up correctly:

1. Go to Billing > Payroll > Account > Pay Types.
2. Review the name of each Pay Type. Confirm the names are exactly what you want staff to see on their pay stubs.
3. Check the number of staff assigned to each Pay Type. For each one, confirm the number matches what you expect (for example, "I expected 10 staff, and I see 10").

To confirm all staff are assigned correctly:

1. Go to the Staff tab and open each staff member's profile.
2. Click Payroll.
3. Confirm each staff member has at least one Pay Type assigned with the correct rate.
4. Confirm each employee has a time off policy assigned, if applicable.
5. Confirm each employee has a benefit assigned, if applicable.
6. Confirm tax information has been entered for each staff member.

To confirm your payroll settings:

1. Go to Billing > Payroll > Account.
2. Review your Pay Group(s) and confirm the pay frequency matches your intended schedule.
3. Confirm your bank account is verified and active.

What to Expect

Once you've worked through this checklist and everything looks correct, you're ready to run your first payroll. If anything looks off, return to the relevant setup guide using the links below.

Important Notes

• Pay Type names can't be changed after payroll has been processed with them. If you spot a naming issue now, fix it before proceeding.
• If you've clicked Run Payroll already just to preview the dashboard, that counts as an in-progress payroll run. Delete it, refresh the page, and complete this checklist before starting again.

Related Guides

• Jane Payroll: Pay Types
• How to Set Up and Assign Pay Types in Jane Payroll
• Jane Payroll: Managing Vacation Pay and Vacation Time
• How Do I Support My Employees With Tax Information in Jane Payroll? (2026)