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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.