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Table of contents

Introduction

This guide explains how to create an Affinity company for a new client. The same steps can be used when creating a company for internal use (sales demos, product testing etc.). The process is initiated by the client project team and carried out by members of the wider Affinity team.

In this guide, we assume that the various experts know who they are, and have the expertise required to complete their tasks.

At the end of this process you should expect the following to be set up:

  • A ProServer database.

  • An Affinity database with access to Affinity Payroll Admin (for Production Live and Production Test) with:

    • A blank database ready to be populated.

    • The myPA Affinity menu enabled.

    • Standard Crystal Reports deployed.

    • Affinity Self Service access.

Access to other products will be configured as part of the implementation tasks.