Getting started

Set up your company, onboard contractors, and configure payroll settings to get started with Primo Umbrella quickly and confidently.

• How to create a new company?
• How to add contractors?
• Margin Method - Types
• Creating Payment & Deduction Codes
• Pension Integration
• Creating an Agency Record
• Primo Umbrella Payroll Settings
• Payroll Settings – PAYE Settings
• Onboarding process in Primo Umbrella