<aside>
👋 We’re looking forward to working together!
Here’s your steps to getting ready to roll with Onfolk
</aside>
Step 1: Create your account (15mins)
- Create your Onfolk account
- Complete the initial onboarding steps listed in Onfolk
<aside>
🐘 If you’re larger than 20 employees, skip the “People info” step in Onfolk. Instead, we’ll help import your HR data in bulk to save you time (Step 4 in this guide)
</aside>
Step 2: Complete the onboarding form (10 mins)
<aside>
📔 This is a short form to let us know your payroll & pensions configuration
</aside>
Complete the Onboarding form here
Step 3: Transfer last month’s payroll data (15mins)
<aside>
📔 This allows us to quickly and accurately migrate your payroll information to Onfolk, such as payroll IDs and tax paid so far this tax year.
</aside>
- Download a file from the payroll software you’ve been using before Onfolk (expand row for download instructions)
- 0️⃣ Xero
- 🕯️ BrightPay
- 💨 Quickbooks
- 🧘 Sage
- 📱Revolut
- ▶️ Not sure, my accountant handles it
- 🤷♂️ Something else / I don’t know
- Once you’ve got the file, send us an email to say you’re ready
- We’ll send you a link to a secure Dropbox folder to upload the file to (so that your data can be transferred securely)