Basic Setup

Here we outline the basic setup required for a new employer before you can run payroll.
These steps are outlined on the dashboard when you create a new employer.

Payment Defaults

When creating new employees, they have the default pay options for the employer.

To save time later, you may want to check these now. Specifically, you should set the default pay frequency – i.e., weekly, monthly.

However, you can always do this later and then apply the defaults to all existing employees.


You’ll need to get your list of employees set up. Your options to do this include:

Opening Balances (YTD)

If you’re starting part-way through the tax year and have paid the employees previously in another system, then you’ll need to enter year-to-date (YTD) values.

If you imported the employees from an FPS, then this will have been done automatically.
The values can also be included on the CSV import when you create the employees.

To manually set these values: go to the employee record, click the More menu option at the far right and choose Opening Balances.

RTI Credentials

Every time you pay your staff, you have to send an FPS to HMRC.

To enable this to happen, you need to enter your Government Gateway credentials, Tax Office number, and Reference.
To enter these, select the employer name in the main menu, then choose Edit Details and then switch to the RTI tab.

If you don’t have these details to hand you can still proceed with setting up, but you won’t be able to report to HMRC, so we advise that you do not yet finalise a payrun or pay your staff.

Set Schedule

Finally, you need to set your payment schedule, determining the payday for your employees, as well as the period for which you are paying them.

To be guided through the process, click on Payroll in the main menu.

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