This video walks through how to set up your company in Paycircle and run your first payroll, from initial configuration through to processing payments.
Creating a company
How to set up a new company in Paycircle, including adding basic details, selecting modules, entering HMRC references, configuring pay periods, and setting employer options like small employer status and Employment Allowance.
Adding departments, branches and cost centres
How to set up business categories for journal reporting purposes via the Settings area.
Adding employees
The different ways to add employees to your company — individually via the Team tab, in bulk using CSV import, or by importing an FPS file when migrating from another payroll system. We also cover the PeopleHR integration and why new employees should always be created there first if you use it.
Configuring schedules and absences
How to set up repayment schedules (Cycle to Work, Season Ticket loans, Company loans) and sick pay schedules, including pro-rata methods and waiting days.
Adding recurring payments
How to set up recurring pay elements for your team members.
Validating data and running your first payroll
How to review tax code updates from HMRC, validate imported employee data, and run your first payroll, including what the system handles automatically behind the scenes.
If you need further step-by-step guidance, our full help articles are available in the support centre.