WFM UK: Creating a Payroll Company

Overview

New Payroll Companies can be created within the system.

This article describes the process for setting up a new Payroll Company.

Creating a New Payroll Company

• Select Payroll from the Module drop-down menu 

Fig.1 - Payroll Module 

• Select Company Setup from the Administration drop-down menu 

Fig.2 - Company Set Up

• Select Create New Company 

Fig.3 - Create New Payroll Company

• Populate the required fields and select Save

Fig.4 - Edit Company Details

• If the system does not automatically return to the list of Companies, select Return to Companies 
• Select the Company which has just been created 

Fig.5 - Return to Company Set Up

• Scroll to the Bank Accounts section and select Add 
• Enter the mandatory information for BACS or Cheque payments 

Fig.6 - Add Bank Details

• Select Save
• Select the link to View Pay Basis
• Select Create New Pay Basis
• Select the required Pay Basis from the drop-down menu

Fig.7 - Pay Basis Details

• Populate the required details on the Pay Basis Details page

Fig.8 - Pay Basis Detail Form

• Select Save