Before you run a payroll

You need to take a few basic setup steps for a new employer before you can run payroll.

These steps are outlined on the dashboard when you create a new employer.

1. Default pay options.

2. Create a new employee.

   • You can enter these manually.
   • Import from an FPS file from a previous system.
   • Import from a CSV file.
   • Import from a Connected Service.
   • Create them via the API if you’re working with developers.

3. Opening balances (YTD)

   • 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.

4. Set Real Time Information (RTI) credentials.

   If you have not already done so, you need to register for an HMRC Online account. You can still proceed with setting up, but you won’t be able to report to HMRC His Majesty's Revenue and Customs is a non-ministerial department of the UK Government responsible for the collection of taxes, the payment of some forms of state support, the administration of other regulatory regimes including the national minimum wage and the issuance of national insurance numbers., so we advise that you do not yet finalise a pay run or pay your staff.

5. Set schedule.

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