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4:00
Accounting
2:42How do I connect to QuickBooks?
Steps to connect payroll groups to QuickBooks for automatic payday transaction syncing.
2:59How do I connect to Xero?
Steps to connect payroll groups to Xero for automatic payday transaction syncing.
2:30How do I immediately send payslips to my accounting package?
How to instantly send today's payroll transactions to your accounting package before the midnight auto-send.
2:44How do I see everything that's been sent to my accounting package?
View and manage payday debits and credits sent to your accounting package via payroll group settings.
2:07How do I change the default chart of accounts?
Steps to change the default chart of accounts for a payroll group in 1st Money.
2:08How 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
CIS Construction Industry Scheme
2:32How do I add a CIS subcontractor who's got a reference number?
Steps to add a pre-verified CIS subcontractor using their verification reference number.
3:52How do I add a new un-verified CIS subcontractor?
Step-by-step guide to adding and verifying a new unregistered CIS subcontractor in your system.
1:49How do I reverify an existing CIS subcontractor?
Steps to reverify a CIS subcontractor when payment or verification is over two years old.
2:07How do I change the details of an existing CIS subcontractor?
Steps to remove and update CIS subcontractor details, then re-verify with HMRC.
2:04How do I change my subcontractor's CIS deduction percentage?
Steps to update a subcontractor's CIS tax deduction percentage in payroll settings.
5:27How do I pay CIS subcontractors hourly, by timesheet hours?
How to set up and pay CIS subcontractors hourly using timesheets and HMRC verification.
5:12How do I pay CIS subcontractors hourly, by self-reported hours?
How to set up and pay CIS subcontractors hourly using their self-reported hours.
3:48How do I pay CIS subcontractors, by invoiced "CIS labour"?
How to pay CIS subcontractors invoiced for CIS labour using payroll and tax settings.
4:50How do I pay CIS subcontractors for invoiced materials, etc?
How to pay CIS subcontractors for invoiced qualifying and other expense claims.
2:30How do I get my CIS "Payment and Deduction statement"?
How to access and download your CIS Payment and Deduction statements for tax purposes.
Expenses
4:13How do I understand added vs deducted, and post-tax vs pre-tax?
Explains how to manage pay adjustments using added vs deducted and pre-tax vs post-tax options.
1:47How do I give a benefit-in-kind to a person as a one-off?
How to add a one-off benefit-in-kind to an employee's payslip through payroll.
3:05How do I give a benefit-in-kind to a person as repeating?
How to set up and manage a repeating benefit-in-kind on an employee's payslip.
2:45How do I add a benefit-in-kind as company arranged?
How to add and manage company arranged benefit-in-kind in employee payroll settings.
2:44How do I make an employee arranged benefit-in-kind?
How to set up an employee arranged benefit-in-kind taxed by National Insurance only.
1:51How do I deduct the benefit-in-kind co-pay?
How to add and view a co-pay deduction for a benefit-in-kind in payroll settings.
2:40If an asset's sold or gifted to an employee, how's it recorded?
Record asset sales or gifts to employees as a benefit-in-kind via payroll adjustments.
2:03If a company buys an asset from an employee, how's it recorded?
How to record a company buying an asset from an employee tax-free in payroll.
2:32If a company pays an employee's personal payments, how's it recorded?
Record company payments for employee personal expenses as a one-off benefit-in-kind in payroll.
2:27If vouchers are given to an employee, how's it recorded?
How to record employee vouchers as benefit-in-kind in payroll with optional co-pay deductions.
2:14How do I record employee personal items bought on a company card?
Record personal items bought on company cards as a benefit-in-kind in payroll.
1:42If a company provides living accommodation, how's it recorded?
Living accommodation provided by employers must be reported via the old P11D system to HMRC.
1:55How do I set up a repeating mileage allowance?
Guide to setting up a repeating tax-free mileage allowance in payroll settings.
4:19How do I set up a company vehicle benefit for private use?
How to set up and manage company vehicle benefits for private use in payroll.
1:23How do I find a company vehicle benefit so I can make changes?
How to locate and edit company vehicle benefits in payroll group or individual settings.
2:32How do I add or remove people from a company vehicle benefit?
How to add or remove people sharing a company vehicle benefit in payroll settings.
1:54How do I update a vehicle benefit payslip deduction?
How to set up and update payslip deductions for private use of a company vehicle.
2:12How do I update a vehicle benefit to cover private fuel use?
How to update a company vehicle benefit to include private fuel use in payroll settings.
2:05How can an employee part-pay a company car's cost?
How to record and reflect an employee's partial payment for a company car in payroll settings.
1:36If a company provides low interest loans, how's it recorded?
Low interest loans to employees are recorded as benefits-in-kind and must be reported via P11D.
3:44How do I record company provided medical benefits for an employee?
How to record and manage company-provided medical benefits as taxable or exempt benefits-in-kind.
4:04How do I enter both "qualifying" and remaining moving costs?
How to enter qualifying and remaining moving costs for tax-free and taxable expenses.
3:26How do I record company services provided for employee private use?
How to record employee benefits-in-kind for company services used privately.
3:32If a company provides an asset for an employee's private use, how's it recorded?
Record company-provided assets for private use as a 5-year repeating Benefit-in-kind payment.
3:01How do I record company provided items for employee private use?
How to record and manage company-provided benefits-in-kind for employee private use.
2:53If a company pays an employee's personal expenses, how's it recorded?
How to record company-paid employee personal expenses as taxable benefit-in-kind in payroll.
1:49How do I submit an expense claim?
Steps to submit and get approval for an expense claim with receipts and notes.
1:08How do I resubmit an expense claim if it's declined?
Steps to resubmit a declined expense claim and get it approved.
2:17How do I approve or decline an expense claim?
Instructions for approving or declining expense claims via email or payday process.
2:13How do I set an expense claim to be paid on a specific date?
Add expense claims to a specific payslip date via the person's calendar before payroll filing.
2:21How do I delete an expense claim?
Instructions on how to delete or un-delete approved expense claims with admin permissions.
1:48How do I make a new repeat payable?
How to set up repeat payables to add or deduct money from a person's pay regularly.
4:07When would I use a personal vs a payroll group repeat payable?
Use personal repeat payables for individuals and specialist types; payroll group for multiple employees.
5:15How do I delete or un-delete a repeat payable?
How to delete, un-delete, or manage repeat payables in payroll settings.
2:10How do I set the start and end dates on a repeat payable?
How to set start and end dates for repeat payables in payroll group settings.
5:02How do I set the amount time frame of a repeat payable?
Set repeat payable amounts by choosing time frames like per payslip, week, month, year, or hours worked.
2:27How do I set how often a repeat payable's added?
How to set how often a repeat payable is added to payslips with flexible timing options.
1:55How do I understand added vs deducted on repeat payables?
Added increases pay, deducted decreases pay in repeat payables for each payday.
2:33How's a Christmas bonus or other yearly repeat payable set?
How to set up a yearly Christmas bonus as a repeat payable in payroll settings.
1:53How can I remind myself to come back and update a repeat payable?
How to set up and manage email reminders for repeat payables in payroll groups.
1:17How do I add a description to a repeat payable?
Steps to add a description to repeat payables for clarity in payroll groups.
2:13How do I add many people, or auto-add new people, to repeat payables?
How to bulk add or auto-add repeat payables to many or new payroll group members.
2:58How do I set a bank to pay a repeat payable to, and payroll giving?
How to set up a repeat payable and payroll giving with bank payee details in payroll.
4:40How do I set up a CCJ to be paid out every month?
How to set up and manage monthly CCJ deductions from employee pay in payroll.
General
2:02How do I change my wallpaper and theme?
How to change and customize your wallpaper and theme settings on desktop devices.
1:47How do I customise my home screen?
Customize your home screen by uploading logos, setting wallpapers, and hiding buttons.
2:00How do I find a deleted person?
Access deleted employees' details and documents anytime via the deleted bin without restoring them.
1:54How do I find deleted items and un-delete them?
Deleted items in 1st Money go to the Deleted bin and can be restored anytime by admins.
3:58How do I install 1st Money on my smartphone or laptop?
Instructions to install and use 1st Money app across multiple devices with consistent features.
3:14How do I move all the people between payroll groups and locations?
Steps to move all people between payroll groups or locations and key considerations.
1:14How do I set an email reminder to check back on something later?
How to set an email reminder to check back on something later.
3:17How do I use the "People" report?
Shows and updates employee details by location, payroll group, or manager with permissions.
2:47How do I use the keyboard shortcuts?
Instructions on accessing and using keyboard shortcuts in 1st Money for faster navigation.
2:43How do I use the side menu?
How to use and customize the side menu for easy navigation and shortcuts in 1st Money.
5:57How do you keep your software reliable?
1st Money ensures software reliability through extensive testing, videos, AI Q&A, and code quality checks.
2:33What's search inside, and how do I use it?
Search inside lets you quickly find specific settings or info within items using keyboard shortcuts.
2:07How do I use email signatures?
Instructions for adding and customizing your organization\u2019s email signature in Gmail.
1:38How do I customise the format of my org's email signature?
Steps to customize and preview your organization's default email signature format.
1:48How do I use inserts in my org's default email signature?
How to add personalized inserts like contact details to your org's default email signature.
2:39How do I see changes made to a person, project, or anything else?
View detailed change history of people or projects with permissions in 1st Money.
1:48How do I see who's made changes to a field?
View a field's change history, including who edited it and when, via the History menu.
2:41How do I create a location?
Instructions for creating and managing a location to group people by workplace.
2:22How do I add people to a location or set a person's location?
How to add or set people\u2019s locations using menu, org charts, or bulk adding in the app.
2:22How do I delete or un-delete a location?
How to delete or un-delete a location and manage people within it.
1:42How do I log in and log out with 1st Money?
Steps to log in and log out of 1st Money, including session and security tips.
1:12How do I change my password?
Steps to change your password with requirements for security and length.
2:26How do I reset my own login password, if I've forgotten it?
Steps to reset your forgotten login password securely via email link.
1:56How do I resend a login invite, if the original's lost?
Instructions on how to resend a login invite email to someone who lost the original.
HR Docs
1:31How do I turn on HR Docs?
How to enable HR Docs in 1st Money for tracking and sending HR documents.
3:56What's the difference between a letter and a doc?
Letters have preset formatting for formal communication, while docs offer a blank canvas for flexible content.
2:44What's a single use letter, and how do I make one?
Create a formatted letter with addresses and letterhead, then download it as a PDF.
2:21What's a single use doc, and how do I make one?
How to create and download a single use document as a PDF with your org's letterhead.
2:32How do I format the contents of my letter or doc?
Instructions on formatting letters or docs using toolbar buttons and markdown features.
1:58How do I download my letter or doc as a PDF, and print it?
How to download your document as a PDF and print it with company letterhead.
4:23How do I email a letter or doc with recipient confirmation?
Create and email reusable HR docs requiring recipients to confirm receipt with "Got it."
2:18How do I see a history of all the docs sent to a person?
View a person's complete docs history by selecting them in People, then Docs > Docs history.
3:20How can I email a doc with no recipient confirmation?
How to create and email reusable HR doc templates without recipient confirmation.
1:52How do I add history and signature features to a doc or letter?
Change a doc's type to add history, confirmations, and signature collection features.
3:58How do I add my own employment agreement templates?
How to add, customize, and send employment agreement templates using 1st Money.
1:37How do I change who I'm sending a doc to?
Instructions for changing the recipient when sending a document within your organization.
3:17How do I copy or clone a doc to add my own changes?
How to clone a doc, customize it, and manage your changes in the docs system.
4:58How 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.
5:39How do I create manager editable docs for both to sign?
Create manager editable docs for dual signatures using HR Docs templates in the app.
5:13How do I create manager editable docs for employees to sign?
Create manager editable doc templates for employees to review, sign, and return securely.
5:10How do I create uneditable docs for my employees to sign?
Create uneditable HR doc templates for employees to sign electronically with managerial approval.
2:54How do I decide which people are allowed to reuse my saved doc?
Set "Reusable by" on saved docs to control who in your org can access and edit them.
1:42How do I delete a doc, if I no longer need it?
Steps to permanently delete a doc from your organization's docs listing.
2:13How do I password protect the PDFs you email me?
Set a 4-digit Doc PIN in 1st Money to password protect and access emailed PDFs securely.
2:01How do I send corrections or errors that I spot in a doc?
Instructions on how to report and send corrections for documents to 1st Money.
1:58How do I set my doc signature?
How to set and save your doc signature for easy and one-tap signing of documents.
2:47What are inserts, and how do I use them in my doc?
Inserts add personalized text snippets to docs that auto-update based on the recipient's info.
Leave
10:16Maternity 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
2:43How do I use the record of events page?
Shows a 12-month rolling record of a person's leave and disciplinary actions with detailed event info.
2:22What's the difference between verbal and written warnings?
Verbal warnings address minor issues; written warnings are formal and include extra options for serious misconduct.
4:41How 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.
4:04How do I change the default docs for leave and disciplinary actions?
How to clone, edit, and set default docs for leave and disciplinary actions in payroll groups.
6:23How do I give a person notice of their upcoming termination?
Steps to give notice of termination with a paid working notice period and confirmation process.
5:01How do I instantly terminate employment during their probation?
How to instantly terminate an employee during probation using 1st Money system.
6:13How do I instantly terminate employment for cause?
Steps and considerations for instantly terminating employment for cause using 1st Money.
6:20How do I instantly terminate employment with pay in lieu?
How to instantly terminate employment with pay in lieu using 1st Money software steps.
5:52How do I issue a suspension?
Guide on setting default suspension days and issuing suspensions in payroll and HR systems.
4:42How do I record a person's resignation, if it's NOT agreed?
Steps to record and refuse a resignation if notice period and end date aren't agreed.
6:40How do I record a resignation, once their ending date is agreed?
How to record and process an employee's resignation and notice period in 1st Money system.
4:03How do I send a written warning that includes a hearing request?
Steps to send a written warning with a hearing request using 1st Money software.
2:04How do I strike a disciplinary action from the record?
Steps to strike or restore a disciplinary action from an employee's record.
Onboarding
5:49What do I do with the log in invite email, and what's onboarding?
Guide to accepting 1st Money invite and completing employee self onboarding steps.
10:21How 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.
2:08What's the best way to ask for a new hire's info, before joining?
How to email a new hire to request their employment info before setup in 1st Money.
3:10How do I manage signing all the agreement docs for a payroll group?
Check and manage payroll group agreement docs status to ensure all are signed and up-to-date.
1:44How do I remind a person to finish their onboarding?
How to send an email reminder to someone to complete their onboarding process.
3:52How do I send a person's agreement doc?
Steps to send and manage a person's work agreement document for signing.
2:22How do I set the default rate time frame when onboarding a new hire?
Set default rate time frame for new hires in payroll group onboarding settings to save time.
6:45How do I set up an agreement doc?
Set a payroll group's default agreement doc and guide new hires to sign it during onboarding.
3:50What are job grade onboarding docs, and how do I use them?
How to add, queue, and send onboarding documents for new hires by job grade.
4:34What are payroll group onboarding docs, and how do I use them?
How to add, manage, and send onboarding documents for payroll groups in 1st Money.
Org
4:03How 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.
1:30How do I change which day each week starts on?
Set your org's week start day in settings to change calendar and report views accordingly.
1:56How do I make changes from org charts?
Admins can update managers and other details directly from org charts in the admin menu.
1:16How do I save an org chart to a PDF?
Steps to save an org chart as a privacy-friendly PDF in landscape layout.
3:02How do I use assessment metrics?
How to view, edit, add, and update assessment metric scores for your organization's people.
2:52How do I use job grades?
Job grades visually organize employees by color without affecting pay or permissions.
2:02How do I use suggested departments?
Set and manage your org's official department names for consistency and easy assignment.
1:56How do I use suggested divisions?
How to set and use standardized suggested division names in your organization.
2:00How do I use suggested job titles?
How to set and manage standardized suggested job titles for your organization.
2:18How do I use the "History ... actions" report?
Guide on using the "History ... actions" report to track user activities in your org.
2:07How do I use the "History ... log ins" report?
Shows recent org logins with details, filters, and requires admin view permissions.
6:03If I don't need payroll anymore, how do I close my org?
How to close or decommission your 1st Money payroll org in four different ways.
2:46What org charts can admins see?
Admins with full permissions can view and manage Management, Payroll, and Location org charts.
Payroll
6:31How do I decide the right employment type?
Guide to choosing and setting the correct employment type and related benefits.
6:41What's the "Per year", "Per month" or "Per hour" pay rate setting?
Explains how to set and manage yearly, monthly, and hourly pay rates with timesheets or targets.
2:10How do I set a person's target hours?
Set a person's daily target work hours in Pay settings to calculate time off and pay accurately.
1:34How do I get a printable PDF of filed payslips?
How to download and print a PDF of selected filed payslips from payroll groups.
1:16How do I make a one-off manual adjustment to a person's hours?
Guide to making a one-off manual adjustment to a person's hours without affecting future payslips.
5:13How do I pay a higher hourly rate to people who work overtime hours?
How to set and view daily or weekly overtime pay rates and hours on employee payslips.
3:35How do I pay a higher hourly rate when people work through the night?
Set and customize night pay rates and hours for hourly workers to increase pay for night shifts.
2:40How do I schedule a person's pay rate to change on a future date?
How to schedule a person's pay rate change to start automatically on a future pay period.
2:56How do I set a person's hourly pay rate to track minimum wage?
Set a person's hourly rate to auto-update with minimum wage based on age and government rules.
1:42How do I set a person as a director?
Steps to assign a person as a company director and manage related settings.
2:03How do I temporarily halt a person's pay?
Steps to temporarily halt and resume a person's pay while processing payroll.
2:01What's the pay summary for?
Overview of a person's estimated pay and employer costs in a single-page summary.
1:35What does the "Show pay as" setting do?
The "Show pay as" setting displays pay estimates as yearly or monthly amounts for a payroll group.
2:43When can a person's pay be lower than the standard minimum wage?
How to legally set pay rates below minimum wage for specific cases or payroll groups.
2:56How do I open the EPS monthly?
How to open and manage your payroll group's EPS monthly for HMRC reporting.
1:49How do I tell HMRC I'm going payroll dormant for a few months?
How to notify HMRC of dormant payroll periods using EPS monthly submission.
2:37How do I tell HMRC I'm claiming Employment Allowance?
How to notify HMRC of your Employment Allowance claim via EPS monthly payroll submissions.
1:49How do I tell HMRC I've got recoverable amounts?
How to report recoverable statutory pay amounts to HMRC to reduce National Insurance payments.
3:20How do I tell HMRC that I'm turning on the Apprenticeship Levy?
How to activate and report Apprenticeship Levy to HMRC when your wage bill exceeds £3 million.
1:52How do I tell HMRC about changes to my company's bank account?
How to update your company's bank account details with HMRC via the EPS monthly form.
2:51How do I let HMRC know I've stopped being an employer?
How to notify HMRC you've stopped being an employer and finalize your payroll submissions.
2:09How do I send the EPS monthly to HMRC?
Steps and tips for sending the EPS monthly report to HMRC successfully.
2:37How do I change an EPS after it's already been sent to HMRC?
Steps and rules for updating a previously submitted EPS to HMRC within allowed timeframes.
3:15What types of payday schedules are there?
Five payday schedules include weekly, fortnightly, four-weekly, semi-monthly, monthly, and once only bridging.
1:40How do I change how often my people get paid?
Steps to change payday schedule and payroll group settings before payslips are filed.
5:35How do I set which dates each pay period starts and ends on?
Instructions on setting start and end dates for different payroll pay periods.
1:40How do I set the delay for a pay period's last day to its payday?
How to set a delay between a pay period's last day and its payday in payroll settings.
5:06How do I bridge from one type of payday schedule to another?
Steps to switch and bridge payroll schedules without missing paydays.
2:29How do I delete a payday schedule?
Instructions to delete or restore a payday schedule with permission and restrictions explained.
2:30How do I add my bank account for my Payroll Payments?
Instructions on adding or changing your bank account details for Payroll Payments.
1:54How do I add my company's bank account to pay payroll from?
How to add and set your company's bank account for payroll tax payments to HMRC.
2:50How do I delete or un-delete a payday bank account?
Steps to delete or restore a payday bank account and update payroll payment settings.
2:50How do I split my Payroll Payments between two bank accounts?
How to split your Payroll Payments between two bank accounts by amount or percentage.
2:48How do I understand all the sections of my payslip?
Explains how to read and navigate each section of your payslip, including net pay and year-to-date totals.
3:59How do I check payslips before paying payroll on payday?
Steps to review and edit payslips before processing payroll on payday.
1:20How do I see the hours worked on a payslip?
How to view and download detailed hours worked from a payslip and timesheet.
1:32How do I check a payslip's confirmation status?
How to verify your payslip's HMRC filing confirmation via the app's calendar and payslip details.
3:05How do I download and print my past payslips?
How to download and print past payslips using the app's menu or calendar features.
3:17How do I delete a payslip?
Steps and cautions for deleting a payslip and reprocessing payroll corrections.
3:39Who can see my payslips and how do I open them?
Payslips are viewable by you; others need admin permissions to access or manage them.
2:30How do I see a historical list of all my old tax forms?
How to view, access, and download your complete history of old tax forms.
2:03P45. How do I find a person's P45, or prove one's been sent?
How to find or re-download a person's P45, even if they've been deleted.
3:44P45. How does a person's P45 get sent when the person leaves?
A person's P45 is automatically emailed after their final payslip is processed when they leave.
2:00P60. How do I find a previously sent P60, or prove it's been sent?
How to locate, re-download, and prove a previously sent P60 for any person.
2:45P60. How does a person's P60 get sent each year?
P60s are emailed automatically after the final payslip is processed at tax year-end.
4:45How do I decide my payrolling benefits setting, and do my P11D?
Choose payrolling benefits to simplify tax on benefits and reduce P11D filings with HMRC.
2:38How do I enter a National Insurance number and make sure it's valid?
Steps to enter and verify a National Insurance number for payroll with HMRC.
1:48How do I set a person's National Insurance category letter?
Instructions for setting a person's National Insurance category letter to apply contribution discounts.
2:08How do I set a person's UK tax code?
How to set and update a UK person's tax code to ensure correct income tax deductions.
1:47How do I set a person's secondment?
How to set and manage a person's secondment tax settings in the system.
2:43How 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.
3:02How do I set up my HMRC tax connection as an external tax agent?
How to set up an HMRC tax connection as an external tax agent for payroll submissions.
6:11What are a person's "Opening amounts", and how do I set them?
Opening amounts are previous payroll tax data set when switching systems mid-tax year.
2:06What are the advanced tax settings?
How to set and use the four advanced tax settings for payroll in HMRC compliance.
3:22What if I've not gotten my Employer PAYE reference yet?
How to manage payroll if you haven't received your Employer PAYE reference from HMRC yet.
4:06What tax settings do I need to set for a UK apprentice?
How to set UK apprentice pay rate and tax settings including NI category H for employers.
Payroll groups
2:50How do I create a payroll group and set its tax country or state?
Create payroll groups by setting country/state to apply correct tax and payment rules.
1:56What do I need to consider when setting a person's payroll group?
Setting a person's payroll group assigns them specific tax, pay, and time off settings automatically.
3:04How do I see a list of the upcoming tasks for my payroll group?
View and manage upcoming payroll tasks in the payroll group's To-do tab by date and status.
4:40How do I process payroll?
How to process payroll, file payslips, confirm HMRC submission, and make payments.
3:24How do I see payslips that've already been filed?
How to view, filter, and download filed payslips in your payroll group's history.
1:46How do I change the paper size of PDFs I download?
Instructions on how to change and verify PDF paper size for payroll documents.
2:24How do I delete or un-delete a payroll group?
Steps to delete or un-delete a payroll group and related permission notes.
2:55How do I make sure that everything's all set for payday?
Guide to setting up payroll groups and reminders to ensure smooth payday processing.
3:43How do I pay a payroll tax payment to the government?
Instructions on how to pay payroll tax payments using 1st Money software.
3:38How do I send out payslips on payday?
Instructions on enabling and sending automated individual and batch payslip emails on payday.
2:16What does a payday admin do?
A payday admin handles payroll reminders and must have full payroll admin permissions.
2:52What happens when I'm late, and file payslips after their due date?
Filing payslips late to HMRC requires stating a late reason and shows a red dot confirmation.
2:36How do I enter my Companies House number and gross revenue?
Instructions for entering Companies House number and estimated gross revenue in payroll settings.
1:47How do I set a payroll group's Unique Taxpayer Reference?
Instructions for setting a payroll group's Unique Taxpayer Reference (UTR) in tax settings.
Pensions
4:43How 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.
People
1:35How do I set my contact details?
How to add and save your contact details for easier team communication.
1:27How do I set a person's date of birth?
How to set a person's date of birth for accurate age and payroll calculations.
3:57How do I set managers and supervisors?
How to set and manage managers and supervisors, their roles, and permissions explained.
1:21How do I update my portrait photo?
Steps to update your portrait photo and how admins can update others' photos.
1:43How do I access 1st Money if I've been blocked or deleted?
Access 1st Money orgs even if blocked or deleted by logging in and checking your orgs list.
1:22How do I change my language setting in 1st Money?
Instructions for changing language settings in 1st Money and its effects on display.
2:40How do I change my own email?
Instructions to change your login email include updating settings and confirming via a time-limited email link.
1:39How do I check, or fix the spelling of my name?
How to check and correct your full name and set a nickname in your profile settings.
2:04How do I delete a person?
Steps to properly end employment and delete a person while retaining their records.
2:08How do I list all changes made by a person?
How to view and filter all changes made by a person using the Activity page in 1st Money.
3:26How do I manage who's following me, and how do I ghost people?
Manage followers by viewing, adjusting notifications, and ghosting to block their updates.
1:46How do I set my IQ score?
Instructions on how to set, update, and compare IQ scores for people in the system.
1:19How do I set my childbirth date, and upload a maternity certificate?
Set your expected childbirth date and upload your maternity certificate to request maternity leave.
1:07How do I set my emergency contact info?
Instructions to set and save your emergency contact info for admin access in emergencies.
1:24How do I set my gender and name title?
Instructions to set your legal gender and name title for tax and formal documents.
1:02How do I set my medical and doctor info?
Set your medical and doctor info in settings for emergency access by admins only.
3:26How do I set my personal info and home address?
Instructions for setting personal info, home, and postal addresses in the app.
2:50How do I set my typing speed?
Instructions on how to test, track, and compare your typing speed within the HR app.
1:58How do I set the employee ID?
Instructions for setting and inserting an employee's unique ID in documents.
1:10How do I switch between light and dark themes?
Instructions for switching and saving light or dark themes in 1st Money app.
2:07How do I temporarily block one of my people from having access?
Instructions on how to temporarily block and unblock a person's login access in 1st Money.
3:39How do I use the 12-month calendar?
How to view and customize payroll group and personal 12-month calendars including holidays and workdays.
2:00How do I use the confidential notes?
Confidential notes store sensitive employee info, visible only to full payroll admins.
2:49How do things look when a person's got no admin permissions?
Employees without admin rights can view personal info, submit claims, request time off, but can't access others' data.
1:50How do things look when a person's got org admin permissions?
Org admins can manage HR settings and timesheets but can't access payroll or pay info.
2:11How do things look when a person's got payroll admin permissions?
Payroll admins have full payroll and org admin access, managing payslips, pay rates, and tax settings.
5:36How do I import people when switching from my old payroll?
How to import employees using your latest payday FPS file when switching payroll systems.
3:58How do I send invite emails to people, after importing?
Steps to send invite emails after importing people via CSV, managing invite queues and statuses.
Projects
2:50Why would I want to make use of projects?
Projects enable detailed time tracking and attendance reports by assigning and switching tasks.
2:17How do I create a project?
Instructions on creating projects and adding notes for timesheet tracking in an organization.
3:39How do I add workers to a project?
Add workers to projects to let them clock timesheets and view project notes and members.
2:49How do I add owners to a project?
Instructions on adding project owners and their permissions within a project.
2:32How do I add observers to a project?
Add observers to view project attendance reports without granting full admin access.
TimeSpot
2:50How and where do I physically position my TimeSpot devices?
Place TimeSpot devices near entrances using gooseneck clamps, ensure Wi-Fi and power.
3:04How do I set up a new TimeSpot device?
Instructions for setting up and connecting a new TimeSpot device for timesheet tracking.
2:33How do I add or remove the people listed on my TimeSpot devices?
Manage people on TimeSpot by updating locations in 1st Money; changes sync hourly automatically.
3:35How 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.
3:22How do I add people from different locations to a single TimeSpot?
Connect multiple orgs or locations to one TimeSpot device using their IDs and passwords.
Time Off
5:39How do I request time off for myself?
Steps and safeguards for requesting and managing your personal time off requests.
3:42How do I approve or decline time off?
Managers approve or decline employee time off requests via email or time off list with warnings for overlaps.
1:05How do I resubmit a time off request, if it's declined?
Steps to resubmit a declined time off request and notify your manager for approval.
4:01Where can I see all the time off for a person, all in one place?
View a person's yearly time off summary and details via the "Time off" list and chart.
3:49What's the paid time off top up?
How to set and schedule monthly PTO top-up hours for employees in the system.
5:45How's time off set when switching from a previous payroll platform?
Guide to correctly setting employee time off when switching payroll platforms to 1st Money.
3:59How can payroll group holidays be auto-added as PTO for my employees?
Payroll group holidays can be auto-added and approved as PTO for all employees in the group.
3:40How do I add to, or remove from, the payroll group's holidays?
How to add or remove holiday dates in a payroll group's holiday settings.
2:59How do I change the holiday dates for everyone in a payroll group?
Change holiday dates for all by selecting a new holiday list in the payroll group settings.
4:04How do I decline, delete, or un-delete a time off?
How to decline, delete, or un-delete employee time off and manage PTO balances.
5:59How do I settle their "PTO balance available" when a person leaves.
How to settle a leaving employee's PTO balance via final payslip adjustments.
2:41How do I turn on unpaid time off for my salaried people?
How to enable unpaid time off for salaried employees by disabling pay protection.
1:50How do I use the "Time off totals" report?
Shows how to view and update employee PTO details in the Time off totals report.
4:20What's the "PTO year's starting allowance hours" for in time off?
"PTO year's starting allowance hours" sets extra paid time off hours for the current year.
Timesheets
1:19How do I turn on timesheets?
Instructions on how to enable timesheets for tracking hourly work in your organization.
2:59How do I use timesheets?
Instructions on how to open, navigate, and add entries to work timesheets effectively.
2:48How 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.
1:57How do I stop my clocked-in timesheet time on the end of my day?
End your clocked-in time by tapping Finish, saving, and closing your work-time status daily.
2:10How do I add timesheet notes, and what are the timesheet colours?
How to add notes, understand timesheet colors, and edit timesheets in the app.
3:16How do I switch projects?
Instructions on how to switch and manage project assignments during clocked-in timesheet sessions.
3:27How can workers adjust their own timesheet times?
Workers can adjust their own timesheet times if admins disable the "Limit timesheet edits" setting.
2:00How do I adjust the time slider steps?
Adjust your org's timesheet slider steps via Attendance settings to control minute increments.
4:25How do I copy planned times to other days, or other people?
How to copy planned shift times to other days or team members efficiently.
3:21How do I delete a timesheet?
Steps to delete a timesheet row or entire timesheet and view change history.
2:49How do I excuse an absence?
How to properly excuse and manage employee absences in the timesheet system.
2:21How do I overwrite planned times with done times?
Instructions for admins to overwrite planned times with done times in timesheets.
2:58How do I set my timesheet when I work past midnight?
How to set timesheets for shifts spanning before or after midnight on the current day's sheet.
2:29How do I set the number of minutes it takes to trigger an absence?
Set absence trigger minutes in attendance settings to delay marking late arrivals as absent.
2:38How do I turn on the planned times feature?
How to enable and set planned times for scheduling and tracking shifts in your org.
2:49How do I understand the attendance averages?
Explains how to view and interpret employee attendance averages and related metrics.
2:51How do I use a person's "Timelines ... weekly" report?
View and analyze an employee's weekly timesheets, hours, and work patterns in real time.
2:46How do I use a project's "Timelines ... daily" report?
View and analyze daily project timesheets and attendance with real-time updates and summaries.
3:49How do I use the "Absences 30 days" report?
How to use and interpret the Absences 30 days report for people, projects, and orgs.
3:41How do I use the "Absences list" report?
How to access, filter, and understand the Absences list report for people and projects.
4:53How do I use the "Daily hours" and "Weekly hours" reports?
How to access and interpret Daily and Weekly hours reports for projects and people.
3:03How do I use the "Feeling" report?
How to access and interpret the "Feeling" report to track team mood and attendance.
3:13How do I use the "There" report?
Shows percentage difference between planned and done time for people or projects.
3:02What's the daily timesheets email?
Instructions on enabling, customizing, and managing the daily timesheets summary email.
4. Pricing
5. Support
2:23How do the how-to videos help?
How-to videos offer easy, interactive guides to help users navigate and maximize 1st Money features.
2:48How does Ask AI help?
Ask AI provides voice-activated support and searchable how-to videos for 1st Money users.
3:14How do I get help on your live chat support?
1st Money offers live human chat support Mon-Fri 12-4 UK time, with offline email help.
www.1st.money/uk/help/1._See_all_the_videos/
