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Step-by-step guides for every feature in CertifiedPayrollPro.

New to CertifiedPayrollPro?

Start with our Getting Started guide to set up your first project and generate your first WH-347 report in under 15 minutes.

Read Getting Started Guide

Getting Started

Set up your organization, create your first project, and generate your first WH-347 report.

Screenshot: Getting Started

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Steps:

  1. Create your organization and invite team members
  2. Set up your first project with contract details
  3. Add workers with their classifications and wage rates
  4. Enter payroll data for a week
  5. Generate and review your WH-347 report

Managing Projects

Create projects, set wage determinations, track budgets, and manage multi-state work.

Screenshot: Managing Projects

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Steps:

  1. Navigate to Projects and click 'New Project'
  2. Enter project name, contract number, and location
  3. Assign the correct prevailing wage determination
  4. Set project budget and cost codes
  5. Monitor project status on the dashboard

Worker Management

Add workers, assign classifications, track certifications, and manage multi-trade workers.

Screenshot: Worker Management

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Steps:

  1. Go to Workers and click 'Add Worker'
  2. Enter name, SSN (last 4), and primary classification
  3. Set the hourly wage rate and fringe benefit rate
  4. Add certifications (OSHA, CDL, etc.) with expiry dates
  5. Assign workers to projects

Creating WH-347 Reports

Step-by-step guide to generating certified payroll reports that meet DOL requirements.

Screenshot: Creating WH-347 Reports

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Steps:

  1. Navigate to Payroll and click 'Create Payroll'
  2. Select the project and week ending date
  3. Add workers and enter daily hours for each day
  4. Review the calculated gross pay, deductions, and net pay
  5. Run the compliance check before certifying
  6. Sign the Statement of Compliance
  7. Generate the PDF — it's ready to submit

Job Costing

Track project costs by CSI MasterFormat division, monitor budgets, and analyze variances.

Screenshot: Job Costing

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Steps:

  1. Go to Job Costing from the sidebar
  2. Select a project to view its cost breakdown
  3. Click 'New Entry' to log a cost
  4. Select the cost code (CSI MasterFormat) and enter amount
  5. View budget vs. actual on the project card
  6. Use Cost Codes page to add custom codes for your organization

Compliance Alerts

Understand compliance checks, resolve alerts, and maintain a clean compliance record.

Screenshot: Compliance Alerts

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Steps:

  1. Navigate to Compliance from the sidebar
  2. Review any active alerts (red = critical, yellow = warning)
  3. Click an alert to see details and affected workers
  4. Fix the underlying issue (e.g., adjust wage rate)
  5. Click 'Resolve' to mark the alert as handled
  6. A green 'All Clear' badge means you're fully compliant

Daily Reports

Log daily construction activities, weather, equipment, and manpower for each project.

Screenshot: Daily Reports

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Steps:

  1. Go to Daily Reports and click 'New Report'
  2. Select the project and date
  3. Log weather conditions and temperature
  4. Record workers on site and hours worked
  5. Note equipment used and materials delivered
  6. Add any incidents or delays
  7. Submit the report

Safety & Certifications

Track worker safety certifications, log incidents, and get expiration alerts.

Screenshot: Safety & Certifications

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Steps:

  1. Go to Certifications to see all tracked certifications
  2. Click 'New Certification' to add one for a worker
  3. Set the certification type, issue date, and expiry date
  4. Go to Safety to log safety incidents
  5. The system alerts you 30 days before certifications expire

Subcontractor Management

Track subcontractors, their compliance status, and flow-down requirements.

Screenshot: Subcontractor Management

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Steps:

  1. Navigate to Subcontractors from the sidebar
  2. Click 'Add Subcontractor' with company details
  3. Set their trade, contract amount, and contact info
  4. Track their certified payroll submission status
  5. Monitor compliance across all subs

Using Lydia

Get instant answers about compliance, forms, regulations, and how to use the app.

Screenshot: Using Lydia

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Steps:

  1. Click the 'Ask Lydia' button in the bottom-right corner
  2. Type your question in natural language
  3. Lydia understands Davis-Bacon, WH-347, prevailing wages, and app features
  4. Ask her to walk you through any process step-by-step
  5. She's available on every page and adapts to your current context

Settings & Integrations

Manage your organization, billing, team members, language, and payroll integrations.

Screenshot: Settings & Integrations

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Steps:

  1. Go to Settings from the sidebar
  2. Organization tab: Update company name and details
  3. Members tab: Invite team members and set roles
  4. Billing tab: Manage your subscription and view invoices
  5. Language tab: Switch between English and Spanish
  6. Go to Integrations to connect ADP, Gusto, QuickBooks, etc.

Still need help?

Ask Lydia for instant answers, or reach out to our support team.

Click "Ask Lydia" in the bottom-right corner