Guided Payroll Implementation Journey
Welcome to Your Guided Implementation Journey
The Guided Journey is a low touch implementation, self-guided by you through on-demand webinars and live Q&A sessions.
Follow the webinars in the recommended order shown below to complete your set-up.
Have questions during your implementation?
Access our Help Centre, book on to one of our daily live Q&A sessions or email our team below.
Access our HelpCentre
Register for a Drop-in Session
Email the Implementations Team
Phase 1: Core Payroll Setup
Click on the headers below or watch the full workshop via the Watch Workshop link
Initial Payroll Settings
- Add Business details
- Add HMRC Settings
- Add Opening Balance
- Add Company pension scheme
Import Employees
Running a Payroll
Learn how to process a payroll, create & finalise a pay run, publish payslips & submit FPS to HMRC.
Managing Timesheets
This workshop describes the different times of timesheets available to you. Phase 2 includes detailed workshops on each individual timesheet option.
Configure Chart of Accounts
In this workshop you will gain an overview of how Chart of Accounts are mapped and connected to your pay journals.
Implementation Checklists
Migration Checklist
This checklist includes a list of set-up activities required before running a parallel pay-run.
Parallel Pay-run Checklist
This checklist includes a list of actions required to run a successful parallel pay-run.
Live Pay-run Checklist
This checklist includes a list of actions required to run a successful live pay-run.
Phase 2: Additional feature set-up
These workshops are available to help setup additional features that matter most to your business.
Managing work types
Worktypes can be used when operating timesheets in your platform.
Timesheet Management: Swag
This option allows employees to clock in using the Workzone app on their mobile device.
Timesheet Management: Clock-me-in
This option allows employees to use the clock-me-in app on a company iPad.
Rostering
Managing Time off in Lieu using Timesheets
Managing Expenses
Managing Benefit Categories
Managing Statutory Sick Pay
Phase 3: Managing your Pay Runs
Access our Help Centre and the quick links below for articles on managing your payroll platform.
Post implementation support
Are there different types of learning management systems?
Once you have completed your milestones, our amazing Support team will be available to assist you with any ongoing questions or assistance you may have.
- Please continue to use our HelpCentre and click here for the HR platform and here for the Payroll platform.
- If you cannot resolve your issue or query using the articles, please reach out to the Support team by submitting a ticket by emailing: support@employmenthero.com
(and remember, including a screenshot and description of your problem when you contact Support will go a long way in making sure your queries get resolved efficiently)