Shape support

Getting Started

Not sure where to start? Have a look here.

My Account

Where to find account and billing information.

The Shape Hub

The Shape Hub is our secure online portal for employers and employees.

Company Setup

Setting up your company in Shape Payroll.

Migrating Payroll Software

What do you need to review when migrating payroll software?

Import Files

Files that can be imported into Shape.

Pay Run Settings

What are pay run settings?

Pensions

How to add and manage pensions.

Nest Integration

Find out how to set up and manage your NEST integration.

Custom Fields

How to set up custom fields on Shape and use them to get detailed costing reports

Employees

What information is needed when adding employees?

Starter

Information needed when setting up a new employee.

Leavers

What to do when an employee leaves

Directors

Find out how directors payroll is different to other employees.

Process Payroll

Everything you need to know about setting up a pay run, paying your employees and fulfilling your legal obligations.

Payments

What are the different payment types and how to set them up.

Deductions

Different types of deductions

Manage Pensions

How to manage pensions

HMRC Notices

What are HMRC code notices and how to apply them.

Reports and Forms

What reports and forms are available.

Payroll Journals

Find out how to create payroll journals for your accounting software.

RTI Submissions

Find out about the different submissions you need to make to HMRC.

HMRC Payments

How to review your HMRC liabilties and record payments made to HMRC.

HMRC RTI Errors

What errors do HMRC send back when the FPS or EPS fails to send?

Year End

How to complete year end.

UK Rates and Thresholds

What are the tax rates and thresholds for UK Payroll?

Tax

Overview of tax codes

National Insurance

An overview of national rates and thresholds

CIS

How to record CIS Deductions

Stop Being An Employer

Find out what to do when you are want to stop being an employer