The Resource Centre

Good people practices.
A little less guesswork.

Practical guides, useful templates and tools for the everyday work of looking after people.

THE PEOPLE TOOLKIT

The first day starts
before day one.

A new starter needs more than a laptop. Use a simple checklist to cover the welcome, the paperwork and the first conversation.

Use the onboarding checklist
BEFORE THEY ARRIVE

A good start, together.

Confirm the details

Prepare their equipment

Introduce a friendly face

Plan the first week

New starter checklist · HR templates
01 / TEMPLATES

The words to get started.

Nine templates you can edit for hiring, everyday HR and team conversations.

Browse HR templates
02 / TOOLS

Make sense of the numbers.

Estimate take-home pay for your country. Change the salary or deductions to see the difference.

Open the payroll calculator
03 / HELP

A clear next step.

From your first invitation to checking a payslip: practical answers to everyday questions.

Visit the Help Centre

Useful reading

A few minutes, well spent.
Getting started

Set up your business workspace

A short checklist before you bring your team in.

Start with your business details.

Enter your organisation’s name and country, then check them before adding employees or payroll details. Use your business workspace for your company’s information and your personal profile for your own.

Follow the setup requests in your workspace.

Provide the verification information requested for your organisation. If a step cannot be completed, use Support in your workspace and include the step name and the message shown. Do not send passwords or complete identity documents in a general support message.

Open the service you need.

Open Explore services and choose what you want to use. Follow any setup steps shown there. You may need to complete extra checks before adding funds or paying employees.

Payroll & money

Prepare your first pay run

Check the people and figures before approval.

Prepare the employee details.

Confirm who should be paid, their salary details, start dates and any approved changes. Check that the company country and payroll settings match the people in the run.

Create and review a draft.

Open Payroll and start a pay run. Select the month and year, then create the draft. Review each employee’s gross pay, deductions and net pay, including starters, leavers and adjustments. Resolve unexpected figures before requesting approval.

Check that the payment went through.

Get the pay run approved. Follow the payment steps for your country, then check the result before telling the team they have been paid.

Account & services

Why does a service ask for more setup?

Find out what to do before you can use a service.

Read the service message.

Read the message beside the service. It explains whether you need to finish setup, whether the service is available for your account and country, or whether your company has turned it off.

Follow the next step shown.

Complete the steps shown for the service you need. Verifying your business or calculating payroll does not automatically enable funding, salary payments or payments to tax and social security authorities. Each may need additional checks.

Still blocked?

Open Support in your workspace. Include your country, the service name, the exact message and what you were trying to do. If you have used the payroll calculator, check the payment service separately before trying to pay employees.

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