Getting started
Set up your company, onboard contractors, and configure payroll settings to get started with Primo Umbrella quickly and confidently.
- Onboarding process in Primo Umbrella
- How to create a new company?
- Creating an Agency Record
- How to add contractors?
- Primo Umbrella Payroll Settings
General
Manage day-to-day payroll tasks, settings, expenses, statutory payments, and key operations within Primo Umbrella.
- Creating Assignments & Timesheets
- Processing Expenses
- Generating Invoices
- Run Payroll
- Generate Payment File & Confirm Payment
Reports
Access and generate key payroll documents like P45, P60, and payroll reports for record-keeping, compliance, and employee distribution.
Integrations
Primo Umbrella integrates with third-party software to simplify data transfer and reduce manual effort across key business functions.
- Primo Umbrella - NEST Pensions (Direct) Integration
- Collegia Pension Integration - Primo Umbrella (Employer/Multi-company Interface)
- Signable Integration