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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Getting started

How to set up your company account

How to invite HR, Finance and Managers

How to add your first contract

How to bulk import workers

How to configure leave and absence policies

How to connect your HR, Finance and Slack tools

How to manage multiple entities under same account?

How to run your first payroll

Getting set up

Email template for introducing RemotePass to a Full-Time Employee

How to enable two-factor authentication?

Email template for introducing RemotePass to an existing team member

Email template for introducing RemotePass to new team members

Email templates

Is RemotePass GDPR Compliant and SOC 2 Type II Certified?

RemotePass General FAQs

Contracts

How do I create a contract using a RemotePass template?

Smart Contract Editor to edit templates

How to edit a pending contract

How to amend an active contract

How to duplicate a contract?

How to Import Contracts in Bulk?

How to Amend Contracts in Bulk?

How to add an Annex to a contract?

How to add company logo to documents?

How to create and manage custom fields on contracts?

How to change the Contractor label?

How to onboard Contractors of Record (CoR)?

How is pro-rated compensation calculated

How do I terminate a contract?

Contract Management

What are the various types of user roles available?

How to create your Company’s Organization chart

How to set an approver for expenses, time-off and work submissions?

How to set a different email for notifications?

How to enable verification letters for contractors?

Manage a Worker Profile Without a Contract

How to Automate Reminders?

Workforce setup

EOR and direct employees

How to Manage Global Payroll for Direct Employees

How to onboard Direct Employees?

How to pay Direct Employees in the UAE with WPS

How to Manage Global Payroll for Direct Employees in UAE & KSA

How to Manage Payroll Off-Cycles

Direct employees

How End-of-Service Pay Is Calculated in KSA?

How is End-of-Service (EOS) Pay Calculated in Egypt?

How End-of-Service Pay Is Calculated in the UAE?

How GOSI Contribution Is Calculated in KSA?

How to Calculate Social Insurance Contributions in Egypt

How is Pro-Rated Compensation Calculated in Egypt?

How to Manage Withholding Tax (WHT) Settings?

End-of-service and statutory calculations

How to adjust payroll (addition or deduction) for an EOR contract?

How to Amend a Job title or Salary for an EOR Contract?

How to onboard full-time (EOR) employees?

How to terminate an EOR Employee?

How to initiate a Termination request for an EOR Employee?

How to process payments for full-time employees on RemotePass

EOR Contracts

Default Approvals & Approval Flows?

Payroll and payments

How does Mass Payment work?

How do I pay a contractor?

How to adjust a payment?

How to Adjust Payments in Bulk?

How to setup Payroll Approval?

How to generate reports?

How to upload my transfer receipts on RemotePass

What payment methods are available via RemotePass?

How to use your AI Payroll Agent to speed up your payroll process

Processing Payroll

What kinds of payment cycles are there?

In what currency can I pay my remote team?

How to take in-charge the transfer fee?

How to apply VAT to a contract?

How to make a payment with Wise?

Unsupported countries

How long does it take to create an invoice?

Payment settings

Does RemotePass provide invoices for the contractors?

Invoicing

Time off and Time Tracking

How to create a Time Tracking Policy

How to Add Overtime Ruleset to Your Time Tracking Policy

How to set how your workers will log their time entries

How to assign workers to a Time Tracking Policy

How to Review, Approve or Reject Working Session Submissions

How to Manage Time Session Payments

How to View or create a Report Showing all Time Tracking Sessions

Time Tracking for Admins

How to cancel approved time off?

How to manage Time Off?

Default Time Off & Time Off Policies?

How to plan your team's time off using calendars?

How to sync events with external calendars?

How to automate time off reminders

Time off - for admins

Expenses and Equipment

How to approve or reject an expense?

How to set up a recurring expense?

How to manage expense categories?

How to set an approver for expenses

Expenses

How to add equipment for your contractor?

How to delete an equipment?

How to mark your equipment as returned?

Equipment