Pay Check Client Portal User Guide

Get Your Quote

Welcome to our Client Portal User Guide

We couldn't be happier that you have chosen Pay Check as your payroll provider of choice!

You will find our recently upgraded portal is not only super user friendly; it also provides clarity on the payroll process and how to access your employee's data securely.

If you are reading this you should have received your welcome email inviting you to set up a password.

Below is our Quick Start Guide or you can download the PDF using the button below

Download FAQ PDF

First:

Set up your Password:
  • Password format: your password should be a minimum of 8 characters to include at least one uppercase letter, one lowercase letter, one special character (such as ! or ?) and one number.
  • Read on for our helpful user guide!!

Alerts:

When you first login to the portal here https://clientportal.paycheck.co.uk/ you will see your missing personal details alerts - if you have any!

You can close this alert and will still be able to see them at any time in the top right hand corner of your dashboard.

From the dashboard, you can click on any number to see what details are missing.

You can even export them in a handy CSV file for use outside of the portal.

Dashboard:

Your dashboard shows various information about where in the payroll processing timeline your data is with Pay Check along the bottom, and information on the status of your employees in your pension scheme(s) along the top.

You can change the payroll month to view past data, and see your total employer costs to the middle right of the screen.

Along the left hand side is your main menu, and by clicking on the 3 dots on the top left next to your name, you can change your password or log out.

Downloading Templates and Manual Files, Calculations or Notes:

To download a template that we have prepared for you, or any other manual file, calculation, or notes, you will find them under Company Documents -> Download Document.

Click on the small orange lined icon on the left of the written description of the file.

Alerts:

When you first login to the portal here https://clientportal.paycheck.co.uk/ you will see your missing personal details alerts - if you have any!

You can close this alert and will still be able to see them at any time in the top right hand corner of your dashboard.
From the dashboard, you can click on any number to see what details are missing.
You can even export them in a handy CSV file for use outside of the portal.

Dashboard

Your dashboard shows various information about where in the payroll processing timeline your data is with Pay Check along the bottom, and information on the status of your employees in your pension scheme(s) along the top.

You can change the payroll month to view past data, and see your total employer costs to the middle right of the screen.

Along the left hand side is your main menu, and by clicking on the 3 dots on the top left next to your name, you can change your password or log out.

Downloading Templates and Manual Files, Calculations or Notes

To download a template that we have prepared for you, or any other manual file, calculation, or notes, you will find them under Company Documents -> Download Document.

Click on the small orange lined icon on the left of the written description of the file.

Uploading Payroll Data

When you are ready to upload your payroll data for the month, from the left hand menu, choose Company Document, and then Upload Documents.
You will see a list of the previous documents you have uploaded.

Choose the logo that is a green circle with a white cross next to the Upload Document heading to add new documents.
You will see a box that allows you to drag and drop documents, or click to browse and navigate to the folder on your network that contains your payroll data.

This same box tells you the types of files that are compatible to be uploaded.

Choose your document and click Open.
When you click on Open you will be taken to an uploader menu.

The payroll data is for Pay Check to Process so "Show to Bureau" will be pre-ticked by default.

If the payroll data is for other users with administration rights to view too, click Show to Users.

Choose what type of file it is - most files will come under the category Payroll File - and enter the Payroll Month Number - so for example April = Month 1, June = Month 3 etc

You do not need to enter an expiry date for regular files, this would only be for sensitive data that you may not want accessible after a certain period of time.

Click Upload.
Once you have clicked upload you will be able to see your file in the Upload file history.

The Upload file history contains upload date for your own audit reference.

Employee Details

You can view your employees' details at any point by clicking Employees and then Employee List A on the left hand main menu.

You will see some lines are highlighted in pink - this means that they have been made a leaver by the payroll team. You can view any P45s that have been posted on the employee portal through the black P45 icon next to the employee's name under the Actions column.

Viewing Employees Payslips

You can view all payslips through the Menu heading Payrolls -> Payslip.

At the top of this page choose the frequency of the payroll (Monthly for most of our clients) and then under Tax Period choose as many periods as you would like to view (here we have selected all periods).

Then click Apply to view all lines available.

You can use the filter cells above the data to filter down, for example by employee number or surname.
If you want to view an actual payslip rather than in table format, just click the white page icon next to the employee name, under the Actions column.

You will see the same payslip that your employees see, and like them you can download to save, print or just view.

Uploading Payroll Data

When you are ready to upload your payroll data for the month, from the left hand menu, choose Company Document, and then Upload Documents.

You will see a list of the previous documents you have uploaded.

Choose the logo that is a green circle with a white cross next to the Upload Document heading to add new documents.

You will see a box that allows you to drag and drop documents, or click to browse and navigate to the folder on your network that contains your payroll data.

This same box tells you the types of files that are compatible to be uploaded.

Choose your document and click Open.

When you click on Open you will be taken to an uploader menu.

The payroll data is for Pay Check to Process so "Show to Bureau" will be pre-ticked by default.

If the payroll data is for other users with administration rights to view too, click Show to Users.

Choose what type of file it is - most files will come under the category Payroll File - and enter the Payroll Month Number - so for example April = Month 1, June = Month 3 etc

You do not need to enter an expiry date for regular files, this would only be for sensitive data that you may not want accessible after a certain period of time.

Click Upload.

Once you have clicked upload you will be able to see your file in the Upload file history.

The Upload file history contains upload date for your own audit reference.

Employee Details

You can view your employees' details at any point by clicking Employees and then Employee List A on the left hand main menu.

You will see some lines are highlighted in pink - this means that they have been made a leaver by the payroll team. You can view any P45s that have been posted on the employee portal through the black P45 icon next to the employee's name under the Actions column.

Viewing Employees Payslips

You can view all payslips through the Menu heading Payrolls -> Payslip.

At the top of this page choose the frequency of the payroll (Monthly for most of our clients) and then under Tax Period choose as many periods as you would like to view (here we have selected all periods).

Then click Apply to view all lines available.

You can use the filter cells above the data to filter down, for example by employee number or surname.

If you want to view an actual payslip rather than in table format, just click the white page icon next to the employee name, under the Actions column.

You will see the same payslip that your employees see, and like them you can download to save, print or just view.

Customer Satisfaction Guaranteed

“I have used Pay Check for nearly 3 years. They are a pleasure to deal with and are always ready and willing to answer my questions, allowing me to make the right decisions for the Company. I would like to thank Katie Linstead - Business Development & Client Services Manager and the Pay Check team for the excellent service they provide.”

- Loredana Popovici (Belstaff)

Customer Satisfaction Guaranteed

“Having worked with Pay Check for over 10 years, the payroll service delivered by them on a monthly basis is without fail always prepared in a timely, accurate and seamless manner. In an ever changing world of legislation and compliance, Pay Check can always be relied upon to be ahead of the curve in all that they do.  They communicate regularly with important changes in legislation providing easy to follow guidance and advice in addition to providing a comprehensive timetable with all crucial deadline filings. They can be relied upon to go above and beyond in turning around one off urgent payrolls swiftly, always delivering a competent and professional service in the process even when under pressure.”

- Sara J Rose (Meteora Partners LLP)

Customer Satisfaction Guaranteed

“We decided to outsource our payroll to a bureau back in April due to the increasing complexities and time it was taking us to complete it in-house. It was a difficult decision because we were nervous it would become very process driven with limited manual intervention and the ability to have a point of contact for questions. Pay Check have demonstrated that they are not a large factory type processing bureau. They employ people who are there to make sure that the customer experience is a personal one. We have a nominated point of contact who works really well with us."

- Christine Silvester (Silvester Parker Limited)

Customer Satisfaction Guaranteed

“Pay Check is providing a tailored service to our company needs. Our contact understands our business deadlines and has been always flexible to accommodate changes, with reasonable turnaround time. Whenever we had a higher numbers of starters, Pay Check has imported our contacts, to ensure efficiency without additional cost… Having worked with other four payroll providers, I would definitely choose Pay Check for the quality service and reliability"

- Krisztina Gulyas (Ascot Lloyd)

Customer Satisfaction Guaranteed

“The Pay Check people are easy to work with and come up with sensible solutions. You very rarely have to ask them twice to do something. Their systems seem fairly bulletproof: we very rarely have to unwind any payroll errors. The decision to outsource our payroll was probably the best decision we’ve made in this business. It may well be that the second best was to choose Pay Check"

- Edmund Inkin (Eat Drink Sleep Ltd)

Our Blog

View More Blogs