Appearance
First sign-in and your workspace
The shell
- Sidebar — grouped by People, Payroll, Company and Help. Items you cannot use are hidden, not greyed: the menu is a mirror of your permissions.
- Company switcher (bottom left) — the company you are operating and the active financial year. Providers switch between clients here; the year switch re-scopes every figure on every page.
- Top bar — the page title and the acting company.
Providers: pick a company first
A provider's home firm is not a client. After sign-in you land on Client companies and choose whom to operate; the dashboard, employees and payroll pages then show that client. Your own firm's payroll (if you run one) is just another entry in that list.
Where things live
| I want to… | Go to |
|---|---|
| Add or import employees | People → Employees / Import from sheet |
| Set up salary structures | Payroll → Salary Structures |
| Run the month | Payroll → Payroll Runs |
| Pay the bill, see packages | Company → Billing |
| Change PT, TDS, levies, OT policy | Company → Settings |
| Ask for help | Help → Support |
Verification lock
Until your contact is verified, the app shows only the verification screen. This is enforced by the server as well — it is not a cosmetic wall.