Guides

MyRoll guides

Step-by-step guides for setting up your company workspace, adding staff, running leave and claims, and preparing the first payroll run.

Getting started

Company setup

Configure company profile, org structure, approval policies, payroll defaults, and what the assistant may do.

Add staff records manually or import them from a spreadsheet, and keep payroll fields complete.

Day to day

Set up leave types and entitlements, submit requests, and understand how approved leave affects payroll.

Submit claims with receipts, set category limits, and route reimbursements through approval.

Import clock data, review exceptions, resolve corrections, and clear payroll-impacting issues.

How staff submit leave and claims, record attendance, view payslips, and track HR decisions from their own workspace.

Payroll

Generate the payroll draft, review readiness blockers, lock the run, and download payslips.

Export payroll, leave, and claims reports, and read the audit trail of every approval and change.

Platform

Who can see what, who approves what, and how tenant isolation keeps your company scoped.

What the assistant can prepare, how approvals gate every write, and what it will not do.

Common questions about readiness blockers, statutory numbers, roles, and payroll lock rules.