Clear Onboarding From Day One
Our structured onboarding process gets you set up correctly and efficiently. Clear documentation requirements, guided setup, and responsive support throughout.
Getting Started Without the Confusion
One of the most common frustrations with payroll services is a confusing or poorly communicated onboarding process. Missing documents, unclear requirements, and slow responses can delay your first payment and create unnecessary stress.
We have designed our onboarding process to be the opposite of that. Clear requirements, guided document collection, prompt verification, and regular communication throughout — so you know exactly where you are at every stage.
- Clear documentation checklist from the start
- Guided submission process
- Prompt verification and confirmation
- Regular updates on progress
- Support for any queries during setup
What Documents Are Needed
The documents required depend on your client type. Here is an overview of what is typically needed for each.
Contractors & Individuals
If you are joining as an individual contractor or self-employed professional, you will typically need:
- Valid photo identification (passport or driving licence)
- Proof of right to work in the UK
- National Insurance number
- Bank account details for payment
- P45 from previous employer (if applicable)
- Relevant contract or engagement details
Agencies & Businesses
If you are onboarding as an agency or business, documentation requirements include:
- Business registration details
- Authorised contact information
- Employee or worker documentation (per individual)
- Bank account details for payroll payments
- Any relevant contractual or engagement documentation
- Specific requirements discussed during initial consultation
Specific requirements may vary. We will confirm exactly what is needed during your onboarding consultation.
How the Setup Process Works
Our setup process follows a clear sequence designed to get you operational as quickly as possible.
Initial Contact
You contact us to begin the process. We confirm your requirements and send you a clear documentation checklist.
Document Submission
You submit your documents. We acknowledge receipt and begin verification promptly.
Verification
We verify your documentation and contact you if anything is missing or needs clarification.
Account Creation
Your payroll account is created and all details are confirmed with you before any processing begins.
Go Live
Your payroll is ready to process. We confirm the first processing date and what to expect.
We Keep You Informed Throughout
Onboarding should not feel like a black box. We communicate clearly at every stage so you always know where your setup stands.
- Confirmation of document receipt
- Updates on verification progress
- Clear notification if anything is missing
- Confirmation when your account is ready
- Guidance on what happens next
Onboarding Questions
Onboarding is typically completed promptly once all required documentation has been submitted and verified. The timeline depends on how quickly documentation is provided and whether any verification queries arise.
We will let you know clearly what is missing and what you need to provide. We do not leave you guessing. If there is a legitimate reason a document is unavailable, we will discuss alternative options with you.
In most cases, clear copies are sufficient. We will confirm the specific requirements for each document type during your onboarding. Where originals are required, we will let you know in advance.
Yes. All documentation is handled in accordance with our data protection obligations under UK GDPR. Please see our Privacy Policy for full details of how we process and store personal data.
If your circumstances change — for example, if you change bank account, update your address, or your engagement changes — we have a clear process for updating your records. Contact us and we will guide you through it.
Ready to Get Started?
Contact us today to begin your onboarding. We will guide you through the process from start to finish with clear communication throughout.