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Click on the link below to go to the appropriate tab you wish to review
Lookup dropdowns & alerts for this section
Details Anchor Details Details
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You can use the currency field if you wish to, but this is not mandatory. This can be controlled by creating a lookup.
Pick the basis: annual, daily, hourly, monthly, or weekly, and then enter the amount according to the basis. If you choose annual, you need to enter the annual amount they will be paid. People Manager will calculate and prepopulate the greyed-out fields.
Hourly - Salary divided by weeks in year (52 or 52.14), divided by the average work plan hours or the contractual hours if a work plan isn't present.
Weekly - Salary divided by weeks in the years (52 or 52.14).
Monthly - Salary divided by 12.
Annual - Multiplied by which ever option you have pick in the basis.
Rates Anchor Rates Rates
| Rates | |
| Rates |
The rates tab can be useful if you have someone that has various job roles that are paid at different rates. The job type dropdown is controlled within manage lookups.
Payroll Anchor Payroll Payroll
| Payroll | |
| Payroll |
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Once set these fields become locked, you will be required to click Unlock to be able to change details. This is restricted to certain users.
Pension Anchor Pension Pension
| Pension | |
| Pension |
You can create multiple pension schemes with the admin menu. Once created they will be available for selection within the scheme dropdown. If you have set the employer and employee percentage contributions within the scheme set up they will automatically populate in the contributions fields, you can however amend these contributions if required. There are question marks you can hover over that provide additional explanations to help you. If you have a payroll managed service with RSM, please speak to support or your payroll executive.
Further down the page you have the option to enter retirement details.
Bank Anchor Bank Bank
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You will only ever store the current bank details of an employee, we do not hold historical records.
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These can also be updated by the employee if you wish, and set that you will authorise the change before it updates the record.
Bonus
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This area allows you to enter bonuses. If you would like to have various bonus types to choose, you can go to manage lookups, bonus lookup and set all all bonus names up.
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Please note: the date field here will not pro-rata. If you put the 15th of the month, it will pay the whole amount within that pay period.
Benefits Anchor Benefits Benefits
| Benefits | |
| Benefits |
This screen allows you to add all benefits for your employees. You will need to create a new record each time. The type field can be populated by manage lookups, and the renewal date can have an alert associated with it. We have provided a variety of fields allowing you to add a policy number, employee and employer amounts, and the allowance.
Allowances Anchor Allowances Allowances
| Allowances | |
| Allowances |
As with the benefits screen, you will need to create a new record each time. The name field can be populated within lookups. By leaving the end date unpopulated the allowance will continue to run each pay period. This can be added to submissions for payroll purposes as well, if you require further help with this please contact support.
Please note: this screen is effective date driven and will calculate the deduction amount based on this field. I.e., if you put the 15th of the month and the amount is £200, it will only take £100 for that pay period. You can configure alerts against the end date field on this tab.
Deductions
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As with the benefits and allowances screens, you will need to create a new record each time. The name field can be populated within lookups. By leaving the end date unpopulated the allowance will continue to run each pay period. This can be added to submissions for payroll purposes as well, if you require further help with this please contact our support.
Please note: this screen is effective date driven and will calculate the deduction amount based on this field. I.e., if you put the 15th of the month and the amount is £200, it will only take £100 for that pay period. You can configure alerts against the end date field on this tab.
Loans Anchor loans loans
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| loans |
Within the loan screen, you can record the loan amount and the repayment amount per period. The remaining balance is greyed out and will automatically update after each pay period. If the loan has been paid outside of the system, you can mark this as repaid. Each loan should have its own entry, you can create loan types within manage lookups. This can be added to submissions for payroll purposes as well.
Misc Anchor MISC MISC
| MISC | |
| MISC |
This tab allows you to hold other information if you wanted to and report on it.
Lookup dropdowns & alerts for this section Anchor lookups lookups
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Pay section: | ||
| Where in People Manager | Name of date field | Name within alert configuration |
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| Allowance tab | End date | Allowance end |
| Deduction tab | End date | Deduction end |
| Benefits tab | Renewal | Benefit renewal date |