You can organise your bureau’s companies into company groups. There are several different ways people choose to organise their companies, including the type of payroll, such as CIS, or pension only, by pay period frequency, or by which bureau member manages the companies.
Set up a company group
To create a new group, follow the steps below.
Click Company groups tab within the left hand navigation.
Click the New company group button, give the group a suitable name, and then click Save.
Add companies to company groups
Once you have created a company group, you can begin adding companies to it. This can be done on an individual company basis, or in bulk. To do this for a single company, follow the steps below.
Click the Companies tab, and locate the relevant company.
Click the action cog ⚙️ and click Manage groups.
In the drop-down list, select the correct group, and click Add to group.
To do this in bulk, follow the steps below.
Check the tick boxes against all the companies you wish to place in the group.
Click the blue Actions button, then click Add to group.
In the drop-down list, select the correct group, and click Add to group.