<aside> 👋 We’re looking forward to working together! Here’s your steps to getting ready to roll with Onfolk

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Step 1: Create your account (15mins)

  1. Create your Onfolk account
  2. 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)

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Step 2: Complete the onboarding form (10 mins)

<aside> 📔 This is a short form to let us know your payroll & pensions configuration

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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.

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  1. Download a file from the payroll software you’ve been using before Onfolk (expand row for download instructions)
  2. Once you’ve got the file, send us an email to say you’re ready
  3. We’ll send you a link to a secure Dropbox folder to upload the file to (so that your data can be transferred securely)