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Paylio guide · ADM

Org Admin & CEO guide

Org Admin sees and controls everything — settings, roles, people and payroll oversight. This guide also covers the handful of things leadership (CEO) actually needs.

Admin  
settings · roles · members · setup
CEO  
approve · oversee · lead by example
Two hats

Admin vs. leadership

The Org Admin is the superset role — every screen HR, Finance and Managers see, plus org-wide setup only you can touch (Settings, Org structure) and the payroll Counter-sign authority. A CEO may hold this role, or a lighter one — either way, skip to CEO essentials below for the short version.

At a glance

The org dashboard

Dashboard screenshot
DashboardThe whole organisation in one view — active employees, present today, pending approvals, payroll runs, attendance trend and headcount by department.
One-time setup · admin only

Settings & approval rules

At /settings the tabs are Company, Contact & legal, Payroll & time, Access, and Policies. The Policies tab is where you set how approvals work.

Settings ▸ Policies ▸ Approvals screenshot
Settings ▸ Policies ▸ ApprovalsThe two rules that shape every request: Require HR to co-approve requests (manager → HR) (default on) and Require dual sign-off on payroll (Finance → Admin/CEO). Confirm these match how you work, then Save Changes.

Also admin-only: /org-structure (departments, grades, reporting lines) and the guided /setup wizard for first-time configuration.

Access control

Roles & permissions

Roles & Permissions screenshot
Roles & PermissionsBuilt-in and custom roles at /roles. Create Role to define a bespoke role (e.g. "Recruiter", "Payroll Officer") with exactly the permissions it needs — Paylio ships several examples.
People & oversight

Members & payroll oversight

Members screenshot
MembersWho has access, and at what role, at /members. Invite Member to add someone; Change Role to move them between roles.
Payroll screenshot
PayrollEvery payroll run and its status (draft → calculated → under review → approved → disbursed) at /payroll. You have full visibility, and — if dual sign-off is on — you Counter-sign after Finance approves.
The short version

CEO essentials

If you're leadership, you don't need the whole system — just four things:

  1. 01Sign in & look aroundmypaylio.com/signin — the dashboard gives you the org at a glance.
  2. 02Approve what routes to youFinal leave approvals and the payroll Counter-sign appear in the relevant screen. Requests you raise skip the manager step and go straight to HR.
  3. 03Watch the numbersHeadcount, attendance, pending approvals and payroll status are all on the dashboard — no report to run.
  4. 04Lead by exampleThe strongest adoption signal on launch day is the CEO checking in and approving in the app. If leadership uses it, everyone will.
🚀

Before launch, confirm as admin

The two approval toggles in Settings match how you work · everyone is invited at the right role · reporting lines are correct in Org structure · HR is staffed to clear the onboarding queue on day one.