Company onboarding.

Company onboarding.

  1. Enter company details.
    • Name
    • Industry
    • Phone number
    • Company other phone number (Optional)
    • Company Type
    • Address
  1. Click the “Save & Continue” button.
  2. Click the “Add Bank account” button.
  3. Complete the bank setup wizard.
  4. Click the “Save & Continue” button.
  5. 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
  1. Click the “Save & Continue” button.
  2. Enter company signatory details.
    • Name
    • Last name
    • Telephone
    • Address
    • Job title
    • National insurance number
  1. Click the “Save & Continue” button.
  2. 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
  1. Click the “Save & Continue” button.
  2. Add a working schedule.
    • Working schedule type (Fixed or Variable)
    • Working days
    • The holiday year “Start Month” and “Start Day”.
  1. Click the “Save & Continue” button.
  2. Click the “Complete setup” button.

Workmax will take you to the dashboard screen.

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