Add a New Company
To add a new client, select the drop-down for switching companies and click Add New
Should you be looking to import clients in bulk, you can instead refer to: Import Clients in Bulk as a Bureau (Advisor)
Copying Configuration
As an advisor, when creating a new company, you can copy configuration from an existing company.
This will allow you to start off with some data such as pay items to have an identical setup.
Resources for Getting Started
After filling in all details, you will be redirected to the Get Started page, which details the required steps to go live with each company.
In particular, tools that will be useful are the following:
- Self-Guided Onboarding Course: Unlock free onboarding course
- Create Pension Schemes (which can be done by importing schemes directly from integrations)
- Create Pension Groups
- Migrating (Adding) Employees into Buddy
- Importing Totals to Date via FPS Importation
- Migrating EPS Data Mid-year
After setting up the core details and importing pension schemes, adding the employees and importing the Totals to Date, the company would be ready to operate!