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- What are the pay Elements required for this company in InPAY?
Pay Elements need to be set up up in the InPAY company as required under Company->Pay Elements. Once complete please confirm to a member of the InTime Implementation/Support tema the Pay elements relevant to the timesheets in InTIME and we will synchronize them to InTIME for you.
There is a default Pay Elements setup, typically we synchronize Basic, Overtime and Expenses Reimbursement (for expense claims only) but please add any additional pay elements and rename any as required. For more details please see Pay Element section below - What payrolls are required? Weekly, Monthly etc? What do you wish the payroll code and name to be? This is setup under Payroll->Payrolls.
For more details please see Payrolls section below - What are the payroll period dates for each payroll? The years periods can be generated under Payroll->Pay Periods, choose the payroll (created above) and click “Generate”, enter the parameters.
For more details please see Pay Periods section below - What period do you want the payroll in (i.e. to start)? Put it in the period using the Payroll->Payroll Processing screen, press the magifying magnifying glass at the top to find all the payrolls, then select each payroll and choose the period from the dropdown and press Save at the bottom. Note: Choose the period you want to parallel for now. You must choose a payroll to successfully syncronise synchronise worker onto that payroll.
- What Tax district is the client in? Configure under Company→Details (Tax Section)
Theses are Tax Districts. For more details please see Company Tax District section below. - What are their HMRC transmission parameters.? Configure under Company->HMRC Transmission Parameters,
- What BACS formats are required? Configure under Company->BACS Parameters
- What Court Details are require? Configure under Company->Court Details (if required)
- What Pensions do they have? Configure under Company->Pensions.
For more details please see Pensions section below - What Holiday Scheme do they have? Add Holiday Scheme under Company->Holiday Schemes.
For more details please see Holiday Scheme pages & Holiday Guide - Employee / Contractor creation
Option1:
On the Set-Up Guidance page, you can download the Flat File (also has help notes), populate and validate data so spreadsheet creates InPAY import files successfully, then import these files into InPAY direct under the Import/Export→Import Data screen. Once completed successfully let us know and we will back sync these to InTIME for you.
Option2:
Create the PAYE workers in InTIME ensuring their proimary reference matches their current RTI number, these will automatically sync to InPAY, then add the YTDs into InPAY directly by finding the worker and selecting Pay->YTD Balances on each employee individually or in bulk by filling in a flat file in option1 to import onto the existing records. Hence why the RTI codes must be correct in InTIME and in Flat file.
Note: Those clients going Live in April will not need YTD figures, BUT will be needed if client want to preforma a full parallel beforehand.
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