Getting Started Guide

This getting started guide will help you get set up with your new account.

There are a large number of options, settings and features which you'll want to discover over time, but the following links will cover the main items you will want to make sure you are setup to ensure you are able to process your first pay run as quickly as possible.

To view our 10 Minute Overview YouTube video click here.

• Step 1 - Setting up your business
• Step 2 - Managing your payroll settings
• Step 3 - Setting up your employees
• Step 4 - Processing your pay run

Step 1 - Setting up your business

Once you have created a user account and logged in, the first step is to create a new business file. 

This article will guide you through setting up a new business:

Adding a New Business

Step 2 - Managing your payroll settings

Once you have created your business file, there are a number of business settings that are worth setting up first. There are a large number of Business Settings available. This guide will focus on the most common settings you need when processing your first pay run.

You can access your Payroll Settings from your business dashboard:

The key settings you will want to focus on when first setting up your business are:

Business Settings

• BACS Settings
• Pension Settings
• HMRC settings
• Pay Slips
• Opening Balances

Step 3 - Setting up your employees

Once you have setup your business file, you need to add your employees. There are 2 ways you can enter your employee information:

1. Using The Employee Wizard
2. Importing employee data via a spreadsheet

Once you have setup your employee information, you are ready to process a pay run.

Step 4 - Processing your pay run

To process a pay run you need to do the following:

1. Create a pay run
2. Make any adjustments / modifications to the employees earnings
3. Finalise your pay run

That's it! You've processed your first pay run!

Next steps

Now that you have processed your first pay run, you might want to check out some of the other powerful features like:

• Setting up multiple locations 
• Giving your employees access to the employee portal
• Entering timesheets for your employees
• Setting up your chart of accounts