Managing Companies

This article will walk you through the basics of managing companies on SimplePay.

Add a Company

You can add as many companies as you like to a single SimplePay account. This can be done by going to the Profile icon > Companies > Add Company and following the 3 step process:

Step 1: Enter Employer Details

The first step is to enter Employer Details such as Trading Name, Address etc. Please refer to the following section for more information:

• Payroll Setup > Company Setup > Employer Details

Once you’re done, click Save to move on to the next screen.

Step 2: Create Pay Frequencies

You will need to add at least one pay frequency during the initial setup. More information can be found in the following article:

• Payroll Setup > Company Setup > Pay Frequencies

You can always add pay frequencies as necessary by going to Settings > Pay Frequencies.

Step 3: Add Employees

There are two ways in which to add employees – individually or in bulk by uploading a spreadsheet. If you’re using the system for the first time, we’d suggest adding an employee individually before doing so in bulk, so you can get used to the different fields. These two methods are discussed in the following article:

• Payroll Setup > Employee Setup > Add Employees

More information on setting up companies can be found in the following section:

• Payroll Setup > Company Setup

Working with a Different Company

You can switch between the companies on your profile in one of three ways:

• Hover your mouse next to the company’s name in the top left and click the switch link that appears; or
• Go to the Profile icon > Companies and click on the relevant company; or
• Go to the Companies page and type in the name of the company you wish to view in the search bar underneath the Companies heading.

Deactivating a Company

You will be able to deactivate a company by following these steps:

• Go to the Profile icon > Companies.
• Click on the drop-down arrow next to the company’s name and select Deactivate Company.
• Select a Reason for closing account from the drop-down.
• You can also provide us with more information in the Additional feedback field.
• Click Deactivate Company.

Deleting a Company

You can also delete companies if necessary by following these steps:

• Go to the Profile icon > Companies.
• Click on the drop-down arrow next to the company’s name and select Deactivate Company.
• Select the Delete immediately? checkbox.
• Click Deactivate Company.

Please note: Selecting the Delete immediately? checkbox will delete the company immediately from your account.

If you are processing payroll on behalf of various companies and a client decides to either have someone else do it or handle it themselves, the company should be transferred out of your account rather than deleted. Please see the following page for more on transferring:

• General Setup > Frequently Asked Questions > Can I transfer a company to a different profile?

Retrieval of Deleted Company Data:

• Company data will be permanently deleted from your account after 1 year. The data of a deleted company will, however, be kept on our servers for five years.
• Data retrieval can take a few days and will be subject to a fee. Please contact our Support Team for more information.

Viewing and Reactivating Companies

To view and reactivate companies, follow these steps:

• Go to the Profile icon > Companies.
• Select the View Inactive Companies? toggle.
• Click on the drop-down arrow next to the company’s name that has been deactivated and select Reactivate.
• Click Confirm.