Every screen,
explained.

This document provides a comprehensive knowledge base for the Time Tracking, Payroll, and Form Management System.

The purpose of this website is to help businesses and individuals efficiently manage employee work hours, process payroll (with and without attendance), and complete required forms such as 1099 and 94.

1. 1Business Panel

   This panel is designed for companies to manage their operations. Businesses can use features such as time tracking, payroll processing, and form management based on their selected subscription package.

2. 2Accountant Panel

   This panel allows accountants to manage financial and payroll activities on behalf of companies. A business can assign access to an accountant, enabling them to operate the system for that company. Accountants can also create and manage multiple companies within the system.

3. 3Individual Panel

   This panel is specifically designed for individual users. It provides functionality for filling and submitting forms such as 1099 and 94.

Description

This section explains how a user accesses the Company Panel of the system.

Happy Flow Steps

1. User opens a web browser (Chrome, Edge, etc.)
2. User enters the URL: https://wagepress-company.web.app/
3. User presses Enter
4. System redirects the user to the Company Panel login page

Description

This screen allows new business users to create an account in the system.

Happy Flow Steps

1. User opens the Company Panel login page
2. User clicks on "Signup as Business" link
3. Signup screen is displayed
4. User enters all required details in the form (e.g., Company Name, Email, Password, etc.)
5. User enters website field (optional – can be skipped)
6. User clicks on the "Create Business Account" button

Description

This screen allows registered business users to log into the system using their credentials.

Happy Flow Steps

1. User enters a valid email address
2. User enters a valid password
3. User clicks on the "Login" button

Description

This screen allows users to reset their account password in case they forget it.

Happy Flow Steps

1. User clicks on "Forgot Your Password?" link on the login page
2. User enters a valid registered email address
3. User clicks on the "Send Reset Link" button
4. User goes to their email inbox and opens the received password reset email
5. User clicks on the password reset link provided in the email
6. User is redirected to the reset password screen
7. User enters a new password
8. User confirms the new password
9. User clicks on the "Update/Reset Password" button

Description

This screen is displayed to the user on first-time login. It presents the terms and conditions or agreement that must be accepted before accessing the system.

Happy Flow Steps

1. User logs into the system for the first time
2. Agreement screen is displayed automatically
3. User reads the agreement
4. User clicks on the "Accept" button

Note

If the user clicks on "Decline", the system logs out the user and access is not granted.

Description

This process allows the user to complete their account setup after first-time login. It includes accepting terms, entering business details, adding a representative, creating a wallet, and linking a bank account.

Happy Flow Steps

1. User logs into the system
2. User accepts the agreement screen
3. Click on “Wallet”.

Step A: Accept Terms and Conditions

1. User accepts the account setup "Terms and Conditions"
2. User proceeds to the next step

Step B: Business Details

1. User enters all mandatory business details with valid information
2. User clicks on the "Save & Continue" button

Step C: Add Representative

1. User enters all mandatory representative details with valid information
2. User clicks on the "Add Representative" button

Step D: Create Wallet

1. System displays wallet creation screen
2. User clicks on the "Create Wallet" button

Step E: Link Bank Account

1. "Link Bank Account" screen is displayed
2. User enters valid bank account details
3. User clicks on the "Link Bank Account" button

Description

This process allows the company to add and register a new employee in the system through the Teams module.

Happy Flow Steps

1. User logs into the system
2. User navigates to the "Teams" module
3. User clicks on the "Register" button
4. Step 1: Employee Info
5. "Employee Info" section is displayed
6. User enters valid employee information in all mandatory fields
7. User selects "Pay Type" as "Bank Account"
8. User clicks on the "Next" button

Scenarios

1. a. If the user checks "Employee will fill remaining information (Tax Info, Direct Deposit, Payroll Info)", the remaining sections are not displayed. The employee will complete the remaining information later through the mobile application.
2. b. If the user selects "Pay Type" as "Cheque", the "Direct Deposit" section is not displayed because it is not required.
3. c. If the user selects "Pay Type" as "Bank Account", all remaining sections are displayed.

1. Step 2: Tax Info
2. "Tax Info" section is displayed
3. User enters valid tax information in all mandatory fields
4. User clicks on the "Next" button
5. Step 3: Direct Deposit
6. "Direct Deposit" section is displayed
7. User enters valid bank/direct deposit details
8. User clicks on the "Next" button
9. Step 4: Payroll Info
10. "Payroll Info" section is displayed
11. User enters valid payroll information
12. User clicks on the "Next" button
13. Step 5: Review and Complete
14. "Review and Complete" section is displayed
15. User reviews the entered information
16. User clicks on the "Submit" button

Expected Result

Employee is registered successfully and appears in the employee list on the Teams main screen.

Description

This process allows the company to register multiple employees at the same time using a CSV file through the Teams module.

Happy Flow Steps

1. User logs into the system
2. User navigates to the "Teams" module
3. User clicks on the "Bulk Team Register" option
4. Step 1: Download CSV Template
5. User clicks on the "Download Template" button
6. System downloads the CSV template file
7. Step 2: Enter Employee Data
8. User opens the downloaded CSV file
9. User enters valid employee information in the required fields for all employees
10. User saves the CSV file
11. Step 3: Upload CSV File
12. User clicks on the "Choose File" option
13. User selects the updated CSV file from the system
14. User clicks on the "Upload" button

Expected Result

Employees are created successfully and appear in the employee list on the Teams main screen.

Description

This process allows the company to create a new project and assign employees to it through the Project module.

Happy Flow Steps

1. User logs into the system
2. User navigates to the "Project" module
3. User clicks on the "Create Project" button
4. Project creation screen is displayed
5. User enters valid information in all required fields
6. User selects and adds employees in the employee field to assign them to the project
7. User clicks on the "Save" button

Expected Result

Project is created successfully and appears in the project list within the Project module.

Description

This process allows the company to create and assign tasks to employees against a specific project through the Schedule Tasks module.

Happy Flow Steps

1. User logs into the system
2. User navigates to the "Schedule Tasks" module
3. User clicks on the "Create Task" button
4. Task creation screen is displayed
5. User enters valid information in all required fields
6. User selects a project from the "Project" field
7. System displays employees associated with the selected project in the "Employee" field
8. User selects the required employee(s)
9. User clicks on the "Save" button

Expected Result

Task is created successfully and appears in the task list within the Schedule Tasks module.

Description

This module allows the company to view employee attendance records. Attendance is marked by employees through the mobile application and displayed in this module.

Happy Flow Steps

1. User logs into the system
2. User navigates to the "Attendance" module
3. System displays attendance records of employees who have marked their attendance through the mobile application
4. You can also see the breaks during working time

Expected Result

Employee attendance records are displayed successfully in the Attendance module.

Description

This module allows the company to invite and assign accountant managers to access and manage company data within the system.

Happy Flow Steps

1. User logs into the system
2. User navigates to the "Accountant Manager" module
3. User clicks on the "Invite" button
4. Invitation screen is displayed
5. User enters valid accountant information
6. User clicks on the "Invite" button

System Behavior

1. Accountant manager is added successfully to the accountant manager list
2. Company can invite and assign multiple accountant managers
3. Invited accountant manager receives an invitation email

Accountant Access Flow

1. Accountant manager logs into the Accountant Panel using the invited email address
2. Assigned company is displayed in the accountant manager account
3. Accountant manager gets access to company data and allowed system rights/features

Note

If the accountant manager account does not already exist in the Accountant Panel, the invited user receives a signup link through email. After signing up with the same invited email address, the assigned company is automatically linked to the accountant manager account.

Expected Result

Accountant manager is invited successfully and receives access to the assigned company in the Accountant Panel.

Description

This module allows the company to purchase, manage, upgrade, downgrade, or cancel subscription plans according to business requirements.

Happy Flow Steps

1. User logs into the system
2. User navigates to the "Subscription" module
3. Subscription plans are displayed on the screen
4. User selects the required subscription plan (Monthly or Yearly)
5. User clicks on the "Subscribe Now" button
6. Payment screen is displayed
7. User enters valid card/payment details
8. User completes the payment process
9. System processes the payment successfully

Expected Result

Selected subscription plan is activated successfully and displayed in the Subscription module.

Subscription Management Options

1. User can perform the following actions on the active subscription:
2. Upgrade Subscription
3. Downgrade Subscription
4. Cancel Subscription

Available Subscription Plans

1. 1. Time Tracking Plan

This plan provides access to time tracking functionality only. Users can manage employee attendance, projects, tasks, and work tracking features. Payroll-related modules and functionality are not available in this plan.

1. 2. Payroll Only Plan

This plan provides payroll functionality without time tracking features. Payroll is managed manually, and time tracking modules such as attendance, projects, and task tracking are not displayed in the system.

1. 3. Payroll and Time Tracking Plan

This plan provides complete system functionality, including both payroll management and time tracking features. Users get access to all available modules and features in the system.

Description

This section displays the bank account that was linked during the complete account setup process. It allows the company to view and manage their connected bank account details under the Subscription module.

Happy Flow Steps

1. User logs into the system
2. User navigates to the "Subscription" module
3. System displays the active subscription details
4. The linked bank account (added during account setup) is shown on the screen
5. User clicks on the "Three Dots (⋮)" menu next to the linked bank account
6. System displays the bank account details

Expected Result

Linked bank account details are displayed successfully, confirming that the account is properly connected with the subscription and payment system.

Description

This module allows the company to manage account-related settings, bank account details, and tax configurations within the system.

The Account Settings section contains the following sub-modules:

1. Account Setting
2. Bank Account
3. State Tax
4. Federal Tax (Pending)

1. Account Setting

Description

This section allows the company to configure business settings and payroll-related preferences.

Happy Flow Steps

1. User logs into the system
2. User navigates to the "Account Setting" module
3. User uploads the company logo
4. User sets company timing/schedule
5. User defines overtime rate
6. User defines off days
7. User defines attendance radius
8. User defines company location
9. User defines payout settings
10. User enters valid information in all required fields
11. User clicks on the "Save" button

Expected Result

Account settings are saved successfully and updated in the system.

2. Bank Account

Description

This section displays the linked company bank account information.

Happy Flow Steps

1. User clicks on the "Bank Account" module
2. System displays the linked company bank account details

Expected Result

Company bank account information is displayed successfully.

3. State Tax

Description

This section allows the company to manage state tax configurations added through the Admin Panel.

Happy Flow Steps

1. User clicks on the "State Tax" module
2. System displays all available states and their tax information
3. User selects a state from the "State" dropdown
4. User updates the "Unemployment Tax Rate" if required
5. User adds or updates the account number if required
6. User sets the tax status as True/False according to business requirements
7. User clicks on the "Update" button

Expected Result

Selected state tax information is updated successfully.

State Overtime Exempt

DescriptionThe State Overtime Exempt module allows the company to define states where employees are exempt from overtime. When a state is added to this list, employees belonging to that state will not have overtime calculated for their work.

Happy Flow Steps

1. User logs into the system.
2. User navigates to the State Overtime Exempt module.
3. User clicks on the Add State button.
4. An Add State popup is displayed.
5. User selects the required state from the State Code dropdown.
6. User enters a description in the Notes field.
7. User clicks on the Save button.
8. The state is added successfully to the list.
9. User can view all added states and their details in the list.
10. User can add additional states when required.
11. User can edit an existing state record when required.

Expected Result

The selected state is added successfully to the State Overtime Exempt list and is displayed in the records list.

Note

If an employee belongs to a state that has been added to the State Overtime Exempt list, that employee will be considered overtime exempt. As a result, overtime will not be calculated for that employee during payroll processing.

Description

This module allows the company to manage payroll configurations, create custom payroll fields, and apply earnings or deductions to employees during payroll processing.

The Payroll module contains multiple sub-modules. The following section explains the functionality of the "Custom Payroll Fields" feature and its usage in Payroll History.

1. Custom Payroll Fields

Description

This section allows the company to create custom payroll fields for employee earnings or deductions.

Happy Flow Steps

1. User logs into the system
2. User navigates to the "Payroll" module
3. User clicks on the "Custom Payroll Fields" sub-module
4. User clicks on the "Add Payroll Field" button
5. User enters a custom name in the "Field Name" field
6. User selects the "Type" as either:
7. Earning
8. Deduction
9. User selects the "Tax Type" as either:
10. Pre-Tax
11. Post-Tax
12. User sets the "Active Status" toggle as Active or Inactive according to requirement
13. User clicks on the "Add" button

Expected Result

Custom payroll field is created successfully and appears in the listing.

Usage in Payroll History

Description

Created custom payroll fields can be added against employees during payroll processing.

Happy Flow Steps

1. User navigates to the "Payroll History" sub-module
2. System displays pending payroll records
3. User clicks on the "Let's Do It" button against a pending payroll
4. Payroll processing screen is displayed with employee records
5. In the "Add Field" column, user clicks on the "Add" button against an employee
6. System displays the list of created custom payroll fields
7. User selects the required custom field
8. Selected field is added successfully against the employee payroll

Expected Result

Custom payroll field is added successfully to the selected employee payroll record.

2. Payroll Manual

Description

This section allows the company to manually create payroll records by selecting the payroll period and payroll type.

Happy Flow Steps

1. User logs into the system
2. User navigates to the "Payroll" module
3. User clicks on the "Payroll Manual" sub-module
4. User selects the "Start Date"
5. User selects the "End Date"
6. User selects the required "Payroll Type"
7. User clicks on the "Save" button

Expected Result

Payroll is created successfully and appears in the "Payroll History" module.

3. Payroll History

DescriptionThis section allows the company to view payroll records, process pending payrolls, review payroll details, upload employee payroll data, and submit payroll for payment.

Happy Flow Steps

1. User logs into the system
2. User navigates to the Payroll module
3. User clicks on the Payroll History sub-module
4. System displays all payroll records

Payroll Status Options

1. Payrolls with Paid status display a View option.
2. Payrolls with Pending status display a Let's Do It option.

Process Pending Payroll

1. User clicks on the Let's Do It button against a pending payroll
2. System displays the Payroll Detail screen

Payroll Detail Actions

View Payroll Detail

1. User clicks on View Payroll Detail
2. User downloads payroll details in:
3. Excel format
4. PDF format

Upload Employee Record

1. User clicks on Upload Employee Record
2. User uploads employee payroll data in bulk

Process Payroll

1. User clicks on Process Payroll
2. System calculates payroll information for employees

Payroll Adjustments

1. Before submitting payroll, user can update payroll information such as:
2. Working Hours
3. Commission
4. Bonus
5. Other payroll adjustments

Submit Payroll

1. User reviews the payroll information
2. User clicks on the Submit button

Expected Result

1. Payroll is submitted successfully.
2. Submitted payroll becomes non-editable.
3. Payroll status is updated from Pending to Paid.
4. Updated status is displayed in the Payroll History module.

4. Payroll Summary

DescriptionThis section allows the company to view payroll information and summaries based on the selected calendar quarter and payroll type.

Happy Flow Steps

1. User logs into the system
2. User navigates to the Payroll module
3. User clicks on the Payroll Summary sub-module
4. User selects a Calendar Quarter
5. User selects a Payroll Type
6. System retrieves payroll information based on the selected criteria

Expected Result

The system displays the payroll summary and related payroll information for the selected calendar quarter and payroll type. The displayed data helps the company review payroll records and payroll totals for the selected period.

DescriptionThe Unemployment Payment History module allows the company to view yearly Federal and State unemployment tax information for all employees.

Happy Flow Steps

1. User logs into the system.
2. User navigates to the Unemployment Payment History module.
3. System displays the unemployment payment records for all employees.
4. The system shows the employees' Federal and State unemployment tax information on a yearly basis.
5. User clicks on the View button against an employee's record.
6. System displays the detailed unemployment payment information for the selected employee.

Expected Result

The yearly Federal and State unemployment tax information for all employees is displayed successfully, and the user can view detailed payment information for an individual employee.

The Individual Panel is designed for individual users who need to complete and manage tax-related forms within the system. Unlike the Business and Accountant Panels, this panel focuses exclusively on form filing and does not include features related to time tracking or payroll management.

The primary purpose of the Individual Panel is to provide a simple and secure way for users to complete, review, and submit IRS forms such as Form 1099. Users can enter the required information, save their progress, review the completed form, and submit it through the system.

This panel is intended for individuals who need to file tax forms without requiring access to business operations, employee management, or payroll processing.

Scope of Document

This document describes the functionality of each screen available in the Individual Panel. It focuses on the happy flow (successful user journey) and explains how users complete the 1099 form filing process under normal operating conditions.

Target Users

1. Individual Users
2. Independent Contractors
3. Freelancers
4. Self-Employed Individuals
5. Users required to complete and submit Form 1099

DescriptionThis section explains how an individual user accesses the Individual Panel of the application.

Happy Flow Steps

1. User opens a web browser (e.g., Chrome, Edge, or Firefox).
2. User enters the website URL: https://wagepress-company.web.app/
3. User presses Enter.
4. System redirects the user to the application's main login page.
5. By default, the Company Panel login screen is displayed.
6. User clicks on the Individual panel/tab.
7. System redirects the user to the Individual Panel login screen.

Expected Result

The Individual Panel login screen is displayed successfully.

DescriptionThis screen allows a new individual user to create an account for accessing the Individual Panel and filing Form 1099.

Happy Flow Steps

1. User opens the Individual Panel login screen.
2. User clicks on the "Signup as Individual" link.
3. System displays the Individual Signup screen.
4. User enters valid information in all required fields.
5. User clicks on the "Create Individual Account" button.

Expected Result

The individual account is created successfully, and the user is registered in the system. The user is then redirected to the login page or dashboard, depending on the application's workflow.

DescriptionThis screen allows registered individual users to log into the Individual Panel using their registered credentials.

Happy Flow Steps

1. User opens the Individual Panel login page.
2. User enters a valid email address.
3. User enters a valid password.
4. User clicks on the "Login" button.

Expected Result

The user is successfully authenticated and redirected to the Individual Panel dashboard, where they can access Form 1099 filing features.

DescriptionThis feature allows individual users to reset their account password if they have forgotten it.

Happy Flow Steps

1. User opens the Individual Panel login page.
2. User clicks on the "Forgot Your Password?" link.
3. User enters a valid registered email address.
4. User clicks on the "Submit" or "Send Reset Link" button.
5. User opens their email inbox and accesses the password reset email.
6. User clicks on the password reset link provided in the email.
7. User is redirected to the Reset Password screen.
8. User enters a new password.
9. User confirms the new password.
10. User clicks on the "Update/Reset Password" button.

Expected Result

The password is updated successfully, and the user can log in to the Individual Panel using the new password.

DescriptionThe Dashboard is the main screen of the Individual Panel. It allows users to manage draft forms, view submitted forms, and start filing new tax forms. From this screen, users can create new Form 1099 filings, review drafts, and continue the filing process.

C. Start New Form

DescriptionThis section allows users to create and file a new tax form.

Happy Flow Steps

1. User clicks on the Start New Form section.
2. System displays all available tax forms.
3. User selects the required form.
4. User clicks on the Choose Payee button.

Select or Add Payee

1. User can select an existing payee by clicking Select.

OR

1. User clicks on Add Payee to create a new payee.
2. User enters valid payee information.
3. User saves the payee.

Select Tax Year

1. After selecting a payee, the available filing year options are displayed.
2. User clicks on File Form 1099-NEC for 2025.

Accept Terms and Conditions

1. System displays the Terms and Conditions.
2. User accepts the Terms and Conditions.
3. User verifies the displayed payee name.
4. User clicks on the Confirm button.

Complete Form

1. The Form 1099 filing screen is displayed.
2. If required, user clicks Change Form Type to select a different form.
3. User clicks Add Recipient and adds a recipient.
4. User enters valid information in all required form fields.
5. User clicks on the Processing button.

Cart

1. System saves the form as a Draft.
2. User is redirected to the Cart screen.
3. The drafted form is added to the cart and is ready for review and final submission.

Expected Result

The form is processed successfully, saved as a draft, and added to the Cart. At this stage, the form has not been submitted to the IRS. The user can review the draft and complete the submission process later.

DescriptionThe All Payee module allows users to manage all existing payees. Users can view existing payees, add new payees, and create new tax forms for a selected payee.

Happy Flow Steps

1. User logs into the Individual Panel.
2. User navigates to the All Payee module.
3. System displays the list of all existing payees.
4. User clicks on the Add Payee button to create a new payee.
5. User enters valid payee information.
6. User clicks on the Save button.

Expected Result

The new payee is created successfully and appears in the payee list.

View Payee Details

DescriptionThis section displays all tax forms associated with a selected payee and allows the user to create additional forms.

Happy Flow Steps

1. User clicks on an existing payee from the list.
2. System opens the Payee Details screen.
3. System displays all forms associated with the selected payee, including both Draft and Submitted forms.
4. Two sections are available:
5. 1099 / W-2
6. 94X
7. User selects the required section.
8. User clicks on the Start New Form button.
9. System displays the available forms for the selected section.
10. User selects the required form.
11. User completes the form by following the same filing process described in the Dashboard → Start New Form section (select tax year, accept Terms and Conditions, confirm the payee, complete the form, process it, and submit it).

Expected Result

A new form is created successfully for the selected payee. The form is processed according to the selected filing workflow and is available as a draft or submitted form based on the user's action.

DescriptionThe Cart module displays all draft forms that have been processed but not yet submitted. Users can review the forms, select the ones they want to submit, and complete the checkout process.

Happy Flow Steps

1. User logs into the Individual Panel.
2. User navigates to the Cart module.
3. System displays all draft forms that have been added to the cart.
4. User selects one or more forms for submission.
5. User clicks on the Proceed to Checkout button.

Payment Requirement

1. Before checkout, the user must have a connected Stripe account.
2. If a Stripe account is not connected, the user navigates to the Payment Method module and connects their Stripe account.
3. After successfully connecting the Stripe account, the user returns to the Cart module.

Checkout Process

1. User clicks on the Proceed to Checkout button.
2. System displays a confirmation popup.
3. User clicks on the Confirm and Proceed button.
4. System processes the payment and submits the selected forms.

Expected Result

The selected forms are submitted successfully after a successful checkout. The forms are removed from the cart and their status is updated as Submitted to IRS.

DescriptionThe Payment Method module allows users to manage their payment information, connect a Stripe account, and view their payment history and invoices.

Happy Flow Steps

1. User logs into the Individual Panel.
2. User navigates to the Payment Method module.
3. System displays the user's payment information and billing history.
4. User can review the payment records displayed on the screen.
5. To view an invoice, user clicks on the View Invoice button against the desired payment record.
6. System opens the invoice for the selected payment.

Connect Payment Method

1. If no payment method is connected, the user clicks on the Connect Payment Method button.
2. User completes the Stripe account connection process by entering valid payment details.
3. System successfully links the Stripe account with the user's profile.

Expected Result

1. Payment history and billing information are displayed successfully.
2. User can view invoices for completed payments.
3. If a payment method was not previously connected, the Stripe account is linked successfully and is available for future checkout transactions.