Getting started

Import your existing data

Bring employees, salary structures and balances across — validated, previewed, then committed.

Open the **Import / Export center**. Pick the entity you're importing (employees, salary structures, leave balances and more), download the **CSV template**, fill it in and upload it.

The import runs in two phases: **validate** (every row is checked for required fields, formats and duplicates) then **preview** (you see valid rows and any errors, row by row) before you **commit**. Nothing is saved until you commit, so you can fix issues safely.

Year-to-date figures and opening balances are preserved, which is what keeps your statutory totals correct on a mid-year switch.

Set up your organisation

Use the Getting started wizard to configure your company, tax template and pay elements before adding people.

Run your first payroll

From employees to an approved run with payslips — the Run → Review → Approve lifecycle.

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Open a ticket or talk to the team — we'll help you get unstuck.

Import your existing data

Related articles

Set up your organisation

Run your first payroll

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