1. Enter company details.

• • Name
  • Industry
  • Phone number
  • Company other phone number (Optional)
  • Company Type
  • Address

2. Click the “Save & Continue” button.
3. Click the “Add Bank account” button.
4. Complete the bank setup wizard.
5. Click the “Save & Continue” button.
6. Enter company tax details.

• • HMRC office Number
  • Employer PAYE reference
  • Accounts reference number
  • Employer’s Contract Out Number (ECON)
  • Self-Assessment Unique Taxpayer Reference (SAUTR)
  • Corporation Tax Reference (COTAX)
  • Quarterly payment schedule
  • Small employer’s relief

7. Click the “Save & Continue” button.
8. Enter company signatory details.

• • Name
  • Last name
  • Telephone
  • Address
  • Job title
  • National insurance number

9. Click the “Save & Continue” button.
10. Add a default pay calendar.

• • Name
  • Frequency (Weekly, Fortnightly, Four Weekly and Monthly)
  • Day of the week
  • Day of the month
  • Cut-off offset.
  • Start date.
  • First payment date
  • Default

11. Click the “Save & Continue” button.
12. Add a working schedule.

• • Working schedule type (Fixed or Variable)
  • Working days
  • The holiday year “Start Month” and “Start Day”.

13. Click the “Save & Continue” button.
14. Click the “Complete setup” button.

Workmax will take you to the dashboard screen.