BUILD THE TEAM
Set Up Your HR System
Pick the system that fits your team size, Gusto, Homebase, or BambooHR, and get pay, hours, and time off running on their own schedule.
What it solves
Pay, hours, and time off scattered across texts, spreadsheets, and paper timesheets get lost and slow you down. This guide is for owners with a team who need one system. You match Gusto, Homebase, or BambooHR to your team size, set it up over a week, run it on a weekly routine, and connect it to an AI agent.
What this is worth: Consultants build ops and onboarding systems at $150 to $300 an hour.
What is inside
- A size-based picker: Gusto Simple, Homebase or Gusto Plus, or BambooHR by headcount and pay type.
- A setup order: add each person, connect your bank, confirm your pay schedule.
- A step to import past time-off balances so nobody starts at zero.
- A weekly routine for approving hours, reviewing time off, and running payroll on schedule.
- Steps to turn on API access and connect Gusto or BambooHR to an AI agent.
One time
Instant download with a copy-paste AI prompt. Yours to keep.
48-Hour Refund Policy. If this is not right for you, tell us within 48 hours of your purchase and we will refund you. After 48 hours all sales are final.
By completing your purchase you agree to our Terms and Refund Policy.
Or get all of Operations & finance in one move →What is next
More from Operations & finance
- Onboard New Hires the Right WayA first-week onboarding plan so new hires get productive fast$11
- Run Reviews & 1:1s That Actually WorkSimple templates for check-ins and reviews that keep your team on track$11
- Know What to Hand Off FirstKnow what to hand off, when, and to whom, so you stop being the bottleneck and start working on the business instead of in it.$27
Questions, answered
It depends on your size today. The file matches 1 to 4 mostly salaried people to Gusto Simple, 5 to 20 mostly hourly or field workers to Homebase or Gusto Plus, and 20 or more to BambooHR.
Most setups take a few hours spread over a week, not one long sitting. You add your team first, connect your business bank account, and set your pay schedule before anything else.
Your team list with each person's pay type, salaried or hourly, your business bank account details, and any past time-off balances you track today so they carry over.
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