Set up and import
The setup guide and sample data
A checklist that walks you through setup, and a made-up company to try things with.
The Setup guide lists each setup step with a button that takes you to the right place, and ticks steps off as you do them. Steps marked Set for you were filled in from your country: choose Change to check them.
Sample data
- Open the Setup guide and choose Add sample data.
- Look around: Reports, Payslips, Schedule, Team and Projects now have something to show. Sample items are marked Sample.
- When you are done, choose Remove sample data. Your own people, locations and records are not touched.
Tip. Choose Hide this guide when you are set up. You can always find it again under Settings, Setup guide (on a phone: More, then Setup guide).
Where to find it
SettingsSetup guide
Who has it: People with the Company settings permission. If it is not in your menu, your role does not include it.
Open the Setup guide Opens the app. You may be asked to sign in first.
If something goes wrong
- Home says sample data is still in my account.
- Open the Setup guide and choose Remove sample data before you run real payroll.
- A step will not tick.
- Sample data never counts towards your steps. Do the step with your own data.
Related articles
Still stuck?
Tell us what you were trying to do and a person will reply.
Contact support