How many Nest guides are there?

24, arranged across seven lifecycle stages: set up, hire, start, work, pay, grow and leave.

Where should I start?

Start with “Set up Nest in an afternoon”, then “Import employees from a spreadsheet” and “Set leave policies and accrual”.

Is there a guide to running payroll?

Yes. “Run your first payroll” walks through contracts, approvals, a parallel run, payslips and the journal to Books.

How do I handle right-to-work checks?

Follow “Run right-to-work checks”: request documents, record who verified them, and set reminders before they expire.

Do guides say which plan they need?

Yes. Each guide shows whether it works on Starter, Standard or Complete.

Is there a guide for managers?

Several: approving leave, probation, sickness and absence, goals and one-to-ones are written for line managers.

What is the HR calendar?

A month-by-month list of HR jobs that come round every year — holiday resets, pay rises, reviews — with the guide for each.

How often are guides updated?

Whenever a step changes. Each guide shows when it was last checked.

Can someone walk us through a guide?

Yes. Book a walkthrough and we’ll apply it with you on your own employee data.

Do the guides cover employment law?

They explain how to do things in Nest. For legal requirements in your country, check with an employment adviser.

Treepie Nest · HR & people

A guide for every moment in someone’s time with you.

24 step-by-step Nest guides, from the job advert to the final payslip. Pick a stage to see what to do — and who it’s written for.

05 · PayPayroll, expenses and journals

Run your first payroll18 minContracts in, approvals, a parallel run, payslips out and a journal to Books.For finance

Pay expenses through payroll7 minApproved claims reimbursed in the next run, coded to the right project.For finance

Handle a mid-month starter or leaver8 minPro-rated pay, first and final payslips, and what the journal shows.For finance

Give everyone a pay rise9 minBulk salary changes with effective dates, approvals and an audit trail.For finance

In short

What are the Treepie Nest guides?

The Treepie Nest guides are 24 free, step-by-step how-tos for running HR and payroll in Nest, arranged around the employee lifecycle: setting up, hiring, starting, working, paying, growing and leaving. Each takes 6 to 18 minutes, says which role it’s written for and which plan it needs, and ends with a checklist to apply in your own workspace.

Guides: 24 across 7 stages
Length: 6–18 minutes each
Written for: HR, managers, finance, IT
Cost: Free, no sign-in

The library

Every Nest guide, by who it’s for.

Search Nest guides

GuideStageForPlan · time

Set up Nest in an afternoon

Company details, entities, holiday calendars and your first ten employees.Set upHRAll plans14 min

Import employees from a spreadsheet

Map columns, keep start dates and managers, and check in a sandbox first.Set upHRAll plans9 min

Migrate from your current HR system

Records, documents, leave balances and pay history, with a parallel month.Set upHRAll plans16 min

Set roles and field-level privacy

Who sees salaries, who approves leave, and how Pulse respects both.Set upAdminAll plans10 min

Open a role and publish it

Salary band, approvers, a careers-page listing and a stage pipeline.HireHiring managerStandard+8 min

Run a fair interview process

Scorecards, panels and feedback that’s written before anyone talks.HireHiring managerStandard+12 min

Send an offer letter

Build it from a template and band, sign electronically, trigger onboarding.HireHRStandard+7 min

Build an onboarding checklist

Tasks split between HR, IT and the manager, triggered by the signed offer.StartHRAll plans11 min

Run right-to-work checks

Request documents, record the verifier and set expiry reminders.StartHRAll plans9 min

Get IT ready for day one

Laptop and access requests raised in Desk the moment someone is hired.StartITAll plans6 min

Track probation

End dates, review reminders and what happens if you extend.StartManagerStandard+7 min

Set leave policies and accrual

Allowances, carry-over and accrual on hours worked for part-timers.WorkHRAll plans12 min

Approve leave without leaving projects short

Team calendar, clash warnings and how Loop capacity updates.WorkManagerAll plans8 min

Record sickness and absence

Absence records, return-to-work notes and trigger alerts.WorkManagerStandard+9 min

Use attendance and timesheets

Clock-in or timesheets for hourly and shift staff, feeding payroll.WorkManagerStandard+10 min

Run your first payroll

Contracts in, approvals, a parallel run, payslips out and a journal to Books.PayFinanceStandard+18 min

Pay expenses through payroll

Approved claims reimbursed in the next run, coded to the right project.PayFinanceStandard+7 min

Handle a mid-month starter or leaver

Pro-rated pay, first and final payslips, and what the journal shows.PayFinanceStandard+8 min

Give everyone a pay rise

Bulk salary changes with effective dates, approvals and an audit trail.PayFinanceStandard+9 min

Run a review cycle

Templates, timelines, calibration and sharing results.GrowHRComplete13 min

Set goals that get checked

Individual and team goals with check-ins that don’t feel like admin.GrowManagerComplete9 min

Run better one-to-ones

Shared agendas, notes and the work from Loop beside them.GrowManagerComplete8 min

Offboard a leaver

Checklist, access revoked through Desk, equipment back, final pay.LeaveHRStandard+10 min

Keep and delete records lawfully

Retention schedules per document type, applied automatically.LeaveAdminStandard+9 min

HR calendar

The jobs that come round every year.

Pick a month to see what usually needs doing — and the guide that covers it.

Mar

Year-end pay and tax checks

Typical timing — set your own dates in Nest.

Run your first payrollFor finance · 18 min

Give everyone a pay riseFor finance · 9 min

Run your first payroll, in five steps.

1
Check contracts and pay details
Every employee needs a salary or rate, pay frequency and bank details. Nest lists anyone missing one.
2
Approve this month’s changes
Starters, leavers, pay rises and expenses appear in one approval list.
3
Run in parallel the first time
Compare Nest’s figures with your current provider line by line; differences are highlighted.
4
Publish payslips
Employees get a notification and download from self-service.
5
Post the journal to Books
Gross pay, deductions and employer costs post automatically, coded by department.

Step 5 needs Books switched on; otherwise Nest exports the journal for your accounting system.

Who it’s for

Where each role usually starts.

Every guide names the person it’s written for.

HR & people opsSetup, onboarding, right-to-work, leave policy, reviews and retention.“How do I set accrual for part-time staff?”

Line managersApproving leave, probation, one-to-ones and goals.“Can I approve this leave without leaving the project short?”

Finance & payrollFirst payroll, expenses in pay, mid-month changes and pay rises.“How do I pay a mid-month starter correctly?”

IT & operationsDay-one equipment, access and offboarding through Desk.“Whose access needs revoking after Friday’s leavers?”

Compared

Ways to learn HR software, compared.

HR mistakes are expensive. The guides are written to be followed on the day you need them.

	Spreadsheets & email	Typical HR vendor help centre	Treepie Nest
Organised by	Whoever wrote the wiki	Product menu	The moment in an employee’s time with you
Written for	Everyone at once	Admins	A named role — HR, manager, finance or IT
Payroll	Ask the accountant	Reference pages	A first-payroll walk-through with a parallel run
Timing	Found when something breaks	Search only	An HR calendar showing what’s due when
Kept current	Rarely	With major releases	Checked whenever a step changes

Nest guides, answered.

Anything else — ask a person.

Yes. Every guide is free to read without signing in.

Rather do it together?

Book a walkthrough and we’ll set up the parts of Nest you need first, on your own people data.

Start free with Nest →Book a walkthrough

A first week, guide by guide

Day 1Set up NestEntities, calendars, roles.
Day 2Import employeesRecords and documents.
Day 3Set leave rulesBalances carried over.
Day 5Parallel payrollChecked line by line.

The other sixCompare all →

FlowSales & customer management LoopProject & work management DeskCustomer support & ticketing BooksFinance & accounting GrowthSEO & growth intelligence PulseAI customer & employee assistant

What are the Treepie Nest guides?

Spreadsheets & email

Typical HR vendor help centre

Treepie Nest

Organised by

Whoever wrote the wiki

Product menu

The moment in an employee’s time with you

Written for

Everyone at once

Admins

A named role — HR, manager, finance or IT

Payroll

Ask the accountant

Reference pages

A first-payroll walk-through with a parallel run

Timing

Found when something breaks

Search only

An HR calendar showing what’s due when

Kept current

Rarely

With major releases

Checked whenever a step changes

A guide for every moment in someone’s time with you.

What are the Treepie Nest guides?

Every Nest guide, by who it’s for.

Set up Nest in an afternoon

Import employees from a spreadsheet

Migrate from your current HR system

Set roles and field-level privacy

Open a role and publish it

Run a fair interview process

Send an offer letter

Build an onboarding checklist

Run right-to-work checks

Get IT ready for day one

Track probation

Set leave policies and accrual

Approve leave without leaving projects short

Record sickness and absence

Use attendance and timesheets

Run your first payroll

Pay expenses through payroll

Handle a mid-month starter or leaver

Give everyone a pay rise

Run a review cycle

Set goals that get checked

Run better one-to-ones

Offboard a leaver

Keep and delete records lawfully

The jobs that come round every year.

Year-end pay and tax checks

Run your first payroll, in five steps.

Check contracts and pay details

Approve this month’s changes

Run in parallel the first time

Publish payslips

Post the journal to Books

More Nest guides, in depth

Where each role usually starts.

Ways to learn HR software, compared.

Nest guides, answered.

Rather do it together?

A guide for every moment in someone’s time with you.

What are the Treepie Nest guides?

Every Nest guide, by who it’s for.

Set up Nest in an afternoon

Import employees from a spreadsheet

Migrate from your current HR system

Set roles and field-level privacy

Open a role and publish it

Run a fair interview process

Send an offer letter

Build an onboarding checklist

Run right-to-work checks

Get IT ready for day one

Track probation

Set leave policies and accrual

Approve leave without leaving projects short

Record sickness and absence

Use attendance and timesheets

Run your first payroll

Pay expenses through payroll

Handle a mid-month starter or leaver

Give everyone a pay rise

Run a review cycle

Set goals that get checked

Run better one-to-ones

Offboard a leaver

Keep and delete records lawfully

The jobs that come round every year.

Year-end pay and tax checks

Run your first payroll, in five steps.

Check contracts and pay details

Approve this month’s changes

Run in parallel the first time

Publish payslips

Post the journal to Books

More Nest guides, in depth

Where each role usually starts.

Ways to learn HR software, compared.

Nest guides, answered.

Rather do it together?