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 can only add a client manually if they do not already have a Payroller account. If your client already has an existing Payroller account, please refer to ‘Adding a Client by Invitation’.
You will first need to have an agent account set up.
Which should look like this.
Step 1: Select ‘+ Add client’.
Step 2: Enter your client’s first name, last name, and email address in the fields provided.
Step 3: Once you have confirmed that the information is correct, select ‘Add Manually’.
Congratulations! You have now successfully added your client to your agent account.
You can now set up your client’s company, add employees, subscribe to a plan, and generate their first pay run.
If you select ‘Agent Portal’ in the upper-left corner, you will be able to return to your agent portal.
Adding a client by invitation
Please note that this method may not work if your client has a connected agent or has converted their employer account into an agent account. If your client has a connected agent, they will need to unlink the agent before accepting the invitation. If your client has converted 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 ‘+ Add client’.
Step 2: Complete the form by entering your client’s first name and email address in the fields provided.
Step 3: Once you have confirmed that the information is correct, 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 period. If it expires, 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 hello@payroller.com.au
Importing clients
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’ to download the relevant Excel template.
Step 4: Fill out the template as required.
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 themselves up 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.
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