WFM UK: Creating a Payroll Company

Overview

This article describes the process of creating a new Company in the Payroll module, including bank details and pay basis setup. Please ensure that you have all of the required details (things like Tax Office Number, Employer PAYE Reference, etc) before starting.

Creating the New Company

• From the side menu, go to Payroll > Administration > Company Setup

• From the top-right corner, select Create New Company 

Fig.1 - 'Create New Company' button

• Populate the required fields (mandatory fields are indicated)
• At the bottom of the page, select Save

Fig.2 - Adding company details

• If the system does not automatically return to the list of Companies, select Return to Companies 

Adding Bank Details

• Select the Company that has just been created (see Fig.5)

Fig.3 - Selecting the new Company 

• Scroll down to the 'BankDetails' section and select Add Bank Details from the drop-down arrow 
• Enter the mandatory information for 'BACS' or 'Cheque Payments' and select Save

Fig.4 - 'Add Bank Details'

Pay Basis Setup

• On the new 'Company Details' use the Page Links drop-down (top right) and select View Pay Basis

Fig.5 - 'View Pay Basis'