Tasks panel
When you log in and select an employer, the dashboard gives you an immediate view of what needs your attention. The Tasks panel lists items grouped by priority:
- Urgent: time-sensitive actions such as an FPS due for submission to HMRC
- Reminder: items that need attention soon, such as employees awaiting auto-enrolment assessment or incomplete onboarding records
Click the action button on any task to go directly to the relevant section.
Financial Overview
The Financial Overview chart shows payroll costs over time, broken into three lines:
- Gross: total gross pay across all employees
- Cost to Employer: gross pay plus employer NI and pension contributions
- Pension: total pension contributions (employer and employee)
Click "View more statistics" for a detailed breakdown across multiple payroll periods.
Employer settings
Click "Employer settings" in the top right corner to manage your company details, HMRC credentials, and pay schedule configuration.