How do I leave a note for my payroll consultant in Paycircle?
Send messages and upload documents directly through the Paycircle portal
📝 Step-by-Step Guide
Step 1: Go to Paycircle Payroll and log in
Step 2: Click on "Payroll"
Step 3: Click on "Add"
Step 4: Click on "Note"
Step 5: Type your message in the text box
Step 6: Tag your consultant by typing @ followed by their name
Step 7: Upload any relevant documents by clicking the upload button
Step 8: Click "Save"
✅ What Happens Next
Once you save your note, your payroll consultant will be automatically notified and can respond or take action as needed.
🎥 Need a Visual Guide?
For a detailed step-by-step walkthrough with screenshots:
👉 View our complete guide here
💡 Pro Tips
- Always tag your consultant with @ to ensure they're notified
- You can upload multiple documents in a single note
- Use clear, specific subject lines for faster responses
📧 Still need help?
👉 Contact us here if you're having trouble leaving notes or need additional support.