During your Kick-Off Session, you’ll be introduced to the PayFit Academy - your go-to space for short, practical training videos and step-by-step modules designed to help you feel confident using PayFit. This is step one of your training.
Tip: Put learning into practice as you go - watch the videos and apply the changes directly in the app straight away.
Step two is a dedicated 1:1 Focus Session. This session is typically scheduled by extending one of your project calls to one hour. If you are self-onboarding, this will be the call booked at the end of your Kick-Off Session.
The aim of the Focus Session is to:
Review any questions you may have after completing the online training
Discuss the payroll inputs for the current month
Work through a few practical examples together
Review your system setup
Ensure a bank file is in place and generate a test file
If you are using journals, ensure this has been set up so we can produce a test file for you.
If you are completing a parallel run with us, this session will take place as part of that process. If you are self-onboarding, it will instead form part of your live keying.
Accessing the Academy
You can access the Academy directly here:
Your mandatory course (Learning to use the PayFit Platform) must be completed before your Focus Session.
Access it here:
What You’ll Learn
The training includes key modules on:
👥 Adding and managing employees
💰 Adding payments and deductions
📊 Understanding payroll journals
🏦 Configuring pension settings
🚀 Running your first payroll
Recommended Courses
To help you get the most out of PayFit:
Data Requirements – learn how to set up your company and complete your data sheet correctly.
HR Academy – perfect for teams looking to explore and make the most of PayFit’s HR features.