This step-by-step guide will help you get off the ground and running with Clarity for the first time.
Pre-requisites:
- Already downloaded and installed Clarity successfully before starting with this guide.
- Completed the first time setup. for the SQL server.
First time login:
- When you first open Clarity you will be asked to sign in. The Supervisor user should not have a password setup.
- Click Ok. The company select screen should appear.
Company Setup:
- Click the Add button to add a new company,
- Enter the name of the company and click OK. The system may need to update the database. Click Yes.
- On the Basic tab, enter the company information. On the Canadian taxation tab, enter the EI Groups, the Taxation provinces, the Quebec business number (if applicable), and the Pension Groups.
- Click the check mark at the top right of the window to save when you are done.