Skip to main content

Company Onboarding

This guide will help you set up your company on the platform.

Step 1: Company Details​

  1. Enter your company details.
    • Company Name
    • Company Industry
    • Company Type
    • Company Phone Number
    • Company Other Phone Number (Optional)
    • Company Address
  2. Click "Save & continue" button.

Step 2: Company Tax Details (Optional)​

  1. Enter your company tax details.
    • HMRC Office Number
    • Employer PAYE Reference
    • Accounts Office Reference
    • Employer's Contracted Out Number (ECON) (Optional)
    • Self Assessment Unique Taxpayer Reference (SAUTR) (Optional)
  2. Select Yes or No for the following questions:
    • Are you required to pay the Apprenticeship Levy?
    • Are you eligible for Small Employers Relief?
    • Have you registered for Payrolling Benefits in Kind?
    • Are you eligible for Employment Allowance?
  3. Click "Save & continue" button.

Step 3: Company Signatory Details (Optional)​

  1. Enter your company signatory details.
    • First Name
    • Last Name
    • Email Address
    • Phone Number
    • Job Title
    • National Insurance Number
    • Date of Birth
    • Address
  2. Click "Save & continue" button.

Step 4: Company Pay Schedule​

  1. Enter your company pay schedule details.
    • Pay Schedule Name
    • Pay Schedule Frequency (Weekly, Fortnightly, Four Weekly, Monthly)
    • Day of the Week (Weekly)
    • Day of the Month (Monthly)
    • Cut-off Offset (The number of days before the pay date that the cut-off date falls)
    • Start Date
    • First Pay Date
    • Default (Yes or No)
  2. Click "Save & continue" button.

Step 5: Company Work Schedule​

  1. Enter your company work schedule details.
    • Work Schedule Type (Fixed or Variable)
    • Working Days
    • Working Hours
    • Breaks
    • Holiday year "Start Month" and "Start Date" (The start date of the holiday year)
  2. Click "Save & continue" button.

Step 6: Done​

Click "Complete" button to finish the setup process.

Congratulations! You have successfully set up your company on the platform. You can now add team members and start running payroll.