Recruitment payroll software requirements checklist

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The recruitment sector has unique needs when it comes to running payroll, and these must be met by the right software. However, choosing a solution can be tricky with so many options available. To make things easier, our checklist below outlines points you may need to consider when investing in recruitment payroll software – whether you’re an agency or umbrella company.

For a more comprehensive guide on choosing a solution, download our free payroll software buyer’s guide eBook. This offers a step-by-step roadmap, as well as a handy questionnaire to assess your needs.


Checklist for choosing the best umbrella payroll software


  • Scalable e.g. unlimited users
  • Different payment types e.g. umbrella, hybrid, LTD, PAYE, PEO
  • Different payment periods e.g. weekly
  • Industry schemes e.g. CIS
  • One login for all agency payments
  • Bespoke feature requests


Trust signals

  • HMRC-recognised
  • Testimonials
  • APSCo, Professional Passport, etc
  • Cybersecurity maintenance and certifications e.g. Cyber Essentials plus
  • UK-based team
  • Free demo
  • Free trial



  • Automation features
  • Employee web portal
  • Agency web portal
  • Timesheet import
  • Payslip generation
  • Customisable payslips
  • Custom reports
  • Reporting suite
  • Early Year Update reporting
  • Employer Payment Summary reporting
  • Bulk processing
  • Error correction
  • Error notification
  • Built-in tools e.g. expense management
  • Pension processing
  • Unlimited payments
  • Integrations with software e.g. HR tools
  • In-system mailbox
  • Cloud-based
  • One login for all agencies
  • Clear audit trail
  • Speedy processing
  • Bank account and address validation
  • Agency invoicing
  • Built-in communications



  • Training options available
  • Onboarding support
  • Initial data transfer
  • Knowledgebase
  • Updates
  • Support portal
  • Account manager
  • UK-based team
  • Tax legislation compliance



  • Contract flexibility
  • Affordability
  • Support included
  • Free updates and patches
  • Only pay for workers processed through payroll


Codapay umbrella payroll software

Codapay is a cutting-edge payroll solution for umbrella companies and recruitment agencies, trusted to pay over 60,000 workers each month. Designed to plug the gaps of traditional solutions with great technology and customer service, there’s no better time to switch.

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