How to add clients as an Agent in the Payroller Agent portal
Learn how to add clients as an Agent in Payroller with our useful guide. There are four ways to add a client to your Agent portal.
Adding a client manually
Please note that you will only be able to add a client manually if they don’t have an existing Payroller account. If your client has an existing payroller account go to ‘Adding a client by invitation’
You will first need to make sure to have an agent account set up.
Which should look like this.
Step 1: Select ‘+New Client’.
Step 2: Enter your client’s name and email address
Step 3: Select ‘Add Manually’
Congratulations you have now added your client to your agent account.
You can start setting up your clients’ company, add employees, subscribe, and generate their first pay run.
If you select ‘Agent Portal’ on the top left-hand corner you will be able to return back to your agent portal.
Adding a client by invitation
This method might not work if your client has a connected agent or they have turned their employer account into an agent account. If they have a connected agent they will need to unlink the agent first before accepting the invitation. If they have turned their employer account into an agent account they will need to switch it back first.
Step 1: To invite a client to your agent portal, click on ‘+ New Client’.
The following form will appear.
Step 2: Fill out the form as needed
Enter your client’s First Name and Email Address.
Step 3: Select ‘Send Invitation’.
Your client will receive an email with instructions on how to set up their Payroller account.
This invitation will expire after a certain amount of time. If it does expire, you can resend the invitation.
If your client doesn’t receive this email in their inbox, ask them to check their spam or junk folders. If it isn’t in one of these, get them to reach out to us at email@example.com
Step 1: To manually import your clients, click on ‘Import’.
Step 2: Make sure the ‘Businesses’ tab is selected.
Step 3: Select ‘Download Excel Template for Businesses’
This will allow you to download the relevant Excel template.
Step 4: Fill out the template as required.
If you make a mistake on this form please do not fret as you can edit the details once it has been uploaded.
If there is information that you are missing please feel free to leave it blank or copy the example field to edit later.
Step 5: Save or export it as a CSV file.
Step 6: Upload the CSV file.
Step 7: Ensure there are no errors and click ‘Import’.
Clients can create an Employer account and connect to your Agent portal
Alternatively, your client can set up Payroller as an Employer with this guide.
An Employer / Client can invite an Agent from their Employer account. Alternatively, an Agent can invite a client from the Agent Portal.
Discover more tutorials & get the most out of using Payroller
Find more tips on how to get the most out of Payroller with our Quick Overview guides.