TradeSeal lets you control company-level settings as "organizations" (or, "orgs" for short) - whether you have just one organization or many, it's important to understand key settings for each organization.
1. Company Information
This section captures key identifiers for your organization:
- Company Name: This name appears on internal records and reporting outputs.
- Payroll Company ID: Used to match imports from your payroll system.
- Tax ID: Format as
12-3456789. - Officer Name & Title: Required for certain state reports and registrations.
- CCB Number (if applicable): Especially important in states like Oregon.
- Company Address, Phone & Email: Used on final output files and official correspondence.
Make sure these fields are completed accurately before continuing setup.
2. Payroll Rules
Here, you can customize payroll behavior based on your company’s needs:
- Paycode List: Pulls in all pay codes from your source system. This is where you’ll map how each code is treated.
- Exclusions:
- Employees who should not get overtime conversions.
- Employees or positions that should be excluded from Certified Payroll reporting.
- Blacklisted Paycodes for Benefits: Exclude specific pay codes from benefit calculations.
- Payroll Groups: Optional groupings to segment reporting or workflows.
These rules drive automation and affect how your data is interpreted across TradeSeal features.
3. API Settings
If you’re connecting to a system via API:
- Vendor API Key & Secret: Add your credentials to enable secure data syncing. This is typically only used if you are integrating with a supported payroll or HR system.
4. Data Management
Currently supports Custom Holidays:
- Use this area to add non-standard holidays your organization observes.
- These dates can be factored into job costing, hours conversion, or special reporting rules.