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Browse short product videos for payroll, HR, pensions, accounting integrations, and more.
Payroll & HR
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How do I run a payday?
Step-by-step guide to run payday, file payslips, and make payroll payments with 1st Money.
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How do I send out payslips on payday?
Instructions on how to automatically send individual and bulk payslip emails on payday.
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How do I set up an HMRC tax connection for a company?
Steps to set up and verify your company's HMRC tax connection for payroll submissions.
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How do I install 1st Money on my smartphone or laptop?
Instructions to install and use 1st Money app across multiple devices with consistent features.
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How do I create a new org and set the name and logo?
Create and customize new orgs with name, logo, contact info, and preview settings easily.
Accounting integrations
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How do I connect to Xero?
Steps to connect payroll groups to Xero for automatic payday transaction syncing.
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How do I connect to QuickBooks?
Steps to connect payroll groups to QuickBooks for automatic payday transaction syncing.
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How do I immediately send payslips to my accounting package?
How to instantly send today's payslip transactions to your accounting package before the midnight auto-send.
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How do I copy/paste a payday into my accounting package?
Steps to copy/paste payroll payday debits and credits into your accounting package.
Ask AI
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Using Ask AI to add an expense claim.
Use Ask AI to create an expense claim from a simple natural-language request.
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Using Ask AI to add a sick leave.
Use Ask AI to add sick leave without manually opening each payroll and HR setting.
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Using Ask AI to un-delete a person.
Use Ask AI to restore a deleted person record from a simple request.
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Using Ask AI to change a person's pay rate.
Use Ask AI to update a person's pay rate and reduce manual admin.
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Using Ask AI to tell me about my upcoming paid holidays.
Use Ask AI to answer employee holiday questions from payroll and leave data.
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Using Ask AI to terminate employment.
Use Ask AI to process employment termination steps from one request.
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Using Ask AI to accept a resignation.
Use Ask AI to record and process a resignation workflow.
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Using Ask AI to add a disciplinary action.
Use Ask AI to create a disciplinary action without manual form-filling.
Pensions
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What are pension assessments?
Pension assessments automatically determine employee eligibility for pension contributions and updates.
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How do I set pension percentages on a payroll group or person?
Guide on setting default and individual pension contribution percentages for payroll groups and employees.
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What are the three pension tax relief types?
Three pension tax relief types are net based, relief at source, and salary sacrifice.
Onboarding
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How do I add an employee to my org and get them fully set up?
Steps for admins to invite and fully onboard a new employee in the org system.
Time Off
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What are the payroll group paid time off settings?
Payroll group PTO settings control limits, defaults, carryover, and employee eligibility for paid time off.
Expenses
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How do I submit an expense claim?
Steps to submit and get approval for an expense claim with receipts and notes.
Timesheets
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How do I start my clocked-in timesheet time, or pause for a break?
How to start, pause, and finish clocked-in timesheet time and set break wallpapers.
TimeSpot
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How do I clock-in and clock-out on TimeSpot?
Clock-in and clock-out on TimeSpot by tapping your name, verified with a photo to prevent fraud.
HR Docs
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How do I create editable docs for my employees to sign?
Create reusable editable docs for employees to fill, sign, and send back via HR Docs.
Leave
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Maternity leave. How do I set it up for an expecting mother?
How to set up, manage, and document paid or unpaid maternity leave for expecting mothers.
Offboarding
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How do I issue a disciplinary action as verbal or written warning?
How to issue and track verbal or written disciplinary warnings using 1st Money software.
CIS Construction Industry Scheme
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How do I get my CIS "Payment and Deduction statement"?
How to access and download your CIS Payment and Deduction statements for tax purposes.
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