Set up your Organisation in iPayroll

Set up your Organisation in iPayroll

Setting up your brand new Organisation in iPayroll

If you have just started a new business, it is easy to set up your staff in iPayroll. Follow the 2 steps below to add or supply each persons details.

1. Personal Details

This article explains all the information required to complete each persons Personal Details.

2. Timesheet Template

This article explains the information required to add recurring Payment or Deduction pay element transactions for each person.

Transferring your existing Organisation to iPayroll

Setting up your existing Organisation in iPayroll is easy, but there are a few things to think about. The following 5 articles explain the detailed information that may be required to set your Organisation up accurately in iPayroll.  

1. Personal Details

This article explains all the information required to complete each persons Personal Details.

2. Timesheet Template

This article explains the information required to add recurring Payment or Deduction pay element transactions for each person.

3. Opening Leave Balances

This article explains the information required to add existing opening leave balances.

4. Leave Rates - 52 weeks Holiday Pay Gross Liable Pay History

This article explains the information required to add each persons liable gross pay for their leave rates history. 

5. Opening Tax Year to date 1-April Balances 

This article explains the information required to add each persons year to date opening tax balances from 1-April. 


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