--- title: Getting started | Ocerli description: Everything you need to get up and running to helping you get to grips with the basics. --- [Skip to content](https://support.ocerli.com/en/ocerli-knowledge-base/getting-started#main-content) English Show submenu for translations [![1073 Ocerli Logos RGB\_Ocerli-Logo-ClearSkyBlue](https://support.ocerli.com/hs-fs/hubfs/1073%20Ocerli%20Logos%20RGB_Ocerli-Logo-ClearSkyBlue.png?width=200&height=82&name=1073%20Ocerli%20Logos%20RGB_Ocerli-Logo-ClearSkyBlue.png)](https://144147338.hs-sites-eu1.com/ocerli-knowledge-base) - [Back to App](https://app.ocerli.com) - [What's New](https://app-eu1.hubspot.com/knowledge-article/144147338/editor/353284586703/preview) Open main navigation Close main navigation - [Back to App](https://app.ocerli.com) - [What's New](https://app-eu1.hubspot.com/knowledge-article/144147338/editor/353284586703/preview) - English Show submenu for translations - [Contact us](https://share-eu1.hsforms.com/1HogeT6kKQWyiH9o4PZAqtA2dtksq) [Contact us](https://share-eu1.hsforms.com/1HogeT6kKQWyiH9o4PZAqtA2dtksq) How can we help you? - There are no suggestions because the search field is empty. 1. 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[Getting started](https://support.ocerli.com/en/ocerli-knowledge-base/getting-started) # Getting started Everything you need to get up and running to helping you get to grips with the basics. ## Your Account Details - [Setup your Ocerli Account](https://support.ocerli.com/en/ocerli-knowledge-base/setup-your-ocerli-account) ## Navigating the App - [Icons guide- What do they mean?](https://support.ocerli.com/en/ocerli-knowledge-base/icons-guide-what-do-they-mean) - [Navigating the System](https://support.ocerli.com/en/ocerli-knowledge-base/navigating-the-system) ## Users - [How to remove a user or revoke payroll processor permissions](https://support.ocerli.com/en/ocerli-knowledge-base/how-to-remove-a-user-or-revoke-payroll-processor-permissions) - [How to bulk import employee users](https://support.ocerli.com/en/ocerli-knowledge-base/how-to-bulk-import-employee-users) - [Set Up Two- Factor Authentication (MFA)](https://support.ocerli.com/en/ocerli-knowledge-base/set-up-two-factor-authentication-mfa-a-step-by-step-tutorial) - [Two Factor Authentication (2FA) Enabled](https://support.ocerli.com/en/ocerli-knowledge-base/two-factor-authentication-2fa-enabled) - [Payroll Processor User Permissions Guide](https://support.ocerli.com/en/ocerli-knowledge-base/payroll-processor-user-permissions-guide) - [How to add a user- Payroll Processor](https://support.ocerli.com/en/ocerli-knowledge-base/how-to-add-a-user-payroll-processor) - [How to add a New User- Employee](https://support.ocerli.com/en/ocerli-knowledge-base/how-to-add-a-new-user) See less ▼ ## Organisation Imports - [Import Employee Data Using The Cross-Client Transfer Feature](https://support.ocerli.com/en/ocerli-knowledge-base/download-employee-data-using-the-cross-client-transfer-feature) - [Import employee records using the Master Data feature](https://support.ocerli.com/en/ocerli-knowledge-base/import-employee-records-using-the-master-data-feature) - [Update employee records using the Master Data feature](https://support.ocerli.com/en/ocerli-knowledge-base/import-employee-data-using-the-master-data-feature) - [Update Year-to-Date (YTD) Totals](https://support.ocerli.com/en/ocerli-knowledge-base/update-year-to-date-ytd-totals) - [Import Employee Tax Rates](https://support.ocerli.com/en/ocerli-knowledge-base/import-employee-tax-rates) - [Year-to-Date (YTD) Import Fields Guide](https://support.ocerli.com/en/ocerli-knowledge-base/year-to-date-ytd-fields-guide) - [Import Year to Date Data](https://support.ocerli.com/en/ocerli-knowledge-base/import-year-to-date-data) - [Download Year to Date Totals](https://support.ocerli.com/en/ocerli-knowledge-base/download-year-to-date-totals) - [Download The Cross- Client Transfer Import](https://support.ocerli.com/en/ocerli-knowledge-base/master-data-cross-client-transfer) - [Master Data - Upload Employees from TT](https://support.ocerli.com/en/ocerli-knowledge-base/master-data-tt-employee-upload) - [Create New Employee Records- Master Data Import](https://support.ocerli.com/en/ocerli-knowledge-base/master-data-import) - [Employee Master Data Fields Guide](https://support.ocerli.com/en/ocerli-knowledge-base/employee-master-data-fields-guide-v2) See less ▼ ## Jersey Organisation Imports - [Jersey Tax Wizard - Status Matrix Guide](https://support.ocerli.com/en/ocerli-knowledge-base/jersey-tax-wizard-status-matrix-guide) - [Jersey Effective Rate Wizard Guide](https://support.ocerli.com/en/ocerli-knowledge-base/effective-rate-wizard-import-guide) - [Jersey Effective Rate Wizard Import File Fields Guide](https://support.ocerli.com/en/ocerli-knowledge-base/effective-rate-wizard-import-file-schema-guide) ## Organisation Set Up - [Disable a Pay Schedule](https://support.ocerli.com/en/ocerli-knowledge-base/disable-a-pay-schedule) - [Delete an Organisation](https://support.ocerli.com/en/ocerli-knowledge-base/delete-an-organisation) - [Organisation Fields- When Should I Recalculate a Payslip?](https://support.ocerli.com/en/ocerli-knowledge-base/organisation-fields-when-should-i-recalculate-a-payslip) - [Prorating Salaries](https://support.ocerli.com/en/ocerli-knowledge-base/prorating-salaries) - [Add New Working Hours Pattern](https://support.ocerli.com/en/ocerli-knowledge-base/add-new-working-hours-pattern) - [Add Pay Elements to an Organisation & Employee Pay Templates](https://support.ocerli.com/en/ocerli-knowledge-base/add-pay-elements-to-an-organisation-employee-pay-templates) See less ▼ ## Add New Organisation - [Create Organisation- Guernsey](https://support.ocerli.com/en/ocerli-knowledge-base/create-organisation-guernsey) ## Add New Employees - [Add New Employee- Isle Of Man](https://support.ocerli.com/en/ocerli-knowledge-base/add-new-employee-isle-of-man) - [Add New Employee- Jersey](https://support.ocerli.com/en/ocerli-knowledge-base/add-new-employee-jersey) - [Add New Employee- Guernsey](https://support.ocerli.com/en/ocerli-knowledge-base/add-new-employee-guernsey) ## Jersey Employees - [Add New Benefit in Kind for an Employee](https://support.ocerli.com/en/ocerli-knowledge-base/add-new-benefit-in-kind-for-an-employee) ## Workflows - [Workflow: Run Payroll Process](https://support.ocerli.com/en/ocerli-knowledge-base/workflow-run-payroll-process) - [Adding a New Employee](https://support.ocerli.com/en/ocerli-knowledge-base/add-new-employee-workflow) ## Pay Elements - [Process 'Sick Pay' in an Employee's Payslip- Jersey](https://support.ocerli.com/en/ocerli-knowledge-base/process-sick-pay-in-an-employees-payslip-jersey) - [Getting started](https://support.ocerli.com/en/ocerli-knowledge-base/getting-started#main-content) - [Your Account Details](https://support.ocerli.com/en/ocerli-knowledge-base/getting-started#your-account-details) - [Navigating the App](https://support.ocerli.com/en/ocerli-knowledge-base/getting-started#navigating-the-app) - [Users](https://support.ocerli.com/en/ocerli-knowledge-base/getting-started#users) - [Organisation Imports](https://support.ocerli.com/en/ocerli-knowledge-base/getting-started#organisation-imports-1) - [Jersey Organisation Imports](https://support.ocerli.com/en/ocerli-knowledge-base/getting-started#jersey-organisation-imports) - [Organisation Set Up](https://support.ocerli.com/en/ocerli-knowledge-base/getting-started#organisation-set-up) - [Add New Organisation](https://support.ocerli.com/en/ocerli-knowledge-base/getting-started#add-new-organisation) - [Add New Employees](https://support.ocerli.com/en/ocerli-knowledge-base/getting-started#add-new-employees) - [Jersey Employees](https://support.ocerli.com/en/ocerli-knowledge-base/getting-started#jersey-employees) - [Workflows](https://support.ocerli.com/en/ocerli-knowledge-base/getting-started#workflows) - [Pay Elements](https://support.ocerli.com/en/ocerli-knowledge-base/getting-started#pay-elements) - [Submissions](https://support.ocerli.com/en/ocerli-knowledge-base/submissions#main-content) - [Jersey](https://support.ocerli.com/en/ocerli-knowledge-base/submissions#jersey) - [Guernsey](https://support.ocerli.com/en/ocerli-knowledge-base/submissions#guernsey) - [Submission Module](https://support.ocerli.com/en/ocerli-knowledge-base/submissions#submission-module) - [Pensions](https://support.ocerli.com/en/ocerli-knowledge-base/pensions#main-content) - [Guernsey](https://support.ocerli.com/en/ocerli-knowledge-base/pensions#guernsey) - [Guernsey Pay Element Settings](https://support.ocerli.com/en/ocerli-knowledge-base/pensions#guernsey-pay-element-settings) - [App & Integrations](https://support.ocerli.com/en/ocerli-knowledge-base/app-integrations#main-content) - [Xero](https://support.ocerli.com/en/ocerli-knowledge-base/app-integrations#xero) - [PeopleHR](https://support.ocerli.com/en/ocerli-knowledge-base/app-integrations#peoplehr) - [QuickBooks](https://support.ocerli.com/en/ocerli-knowledge-base/app-integrations#quickbooks) - [More Resources](https://support.ocerli.com/en/ocerli-knowledge-base/more-resources#main-content) - [App Updates](https://support.ocerli.com/en/ocerli-knowledge-base/more-resources#app-updates) - [Troubleshooting](https://support.ocerli.com/en/ocerli-knowledge-base/troubleshooting#main-content) - [Isle of Man](https://support.ocerli.com/en/ocerli-knowledge-base/troubleshooting#isle-of-man) - [Payroll](https://support.ocerli.com/en/ocerli-knowledge-base/payroll#main-content) - [Bulk Actions](https://support.ocerli.com/en/ocerli-knowledge-base/payroll#bulk-actions) - [Run Payroll](https://support.ocerli.com/en/ocerli-knowledge-base/payroll#run-payroll) - [Banking](https://support.ocerli.com/en/ocerli-knowledge-base/payroll#banking) - [Reporting](https://support.ocerli.com/en/ocerli-knowledge-base/reporting) [![1073 Ocerli Logos RGB\_Ocerli-Logo-ClearSkyBlue](https://support.ocerli.com/hs-fs/hubfs/1073%20Ocerli%20Logos%20RGB_Ocerli-Logo-ClearSkyBlue.png?width=180&height=74&name=1073%20Ocerli%20Logos%20RGB_Ocerli-Logo-ClearSkyBlue.png "1073 Ocerli Logos RGB_Ocerli-Logo-ClearSkyBlue")](http://offshorepayroll.com) [mailto:support@ocerli.com](mailto:support@ocerli.com) Copyright © 2026, Ocerli