...
- 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 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 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-
...
...
- What BACS formats are required? Configure under Company-
...
- >BACS Parameters. To check which format your need please find details of InPAYs supported BACS formats. You will need to confirm which one to configure with your BACS softwarre supplier.
- 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-
...
...
For more details please see Holiday Scheme pages & Holiday Guide- Employee / Contractor creation
Option1:
On the Employee Data Take On Details 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 primary 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.
For my needs please confirm once you have completed the Pay Element and payrolls setup so I can complete the setup.Anchor
Company Tax District Company Tax District
Company Details
Company Tax District
...
- District No: Changing this will change both the Employers Reference and Accounts Office Reference District No fields. (Required before RTI file can be sent)
- Employers Reference: The employers reference provided by the HMRC. (Required before RTI file can be sent)
- Accounts Office Reference (AO Ref): The Accounts Office Reference provided by the HMRC. (Required before RTI file can be sent)
- Unique Tax Reference (UTR): This field must be populated if the company has a CIS payroll.
- Default Office: At present only one Employers Reference can be set up for the company and this needs to be set as the default office.
- Unique Tax Reference (UTR): This field must be populated if the company has a CIS payroll.
- Small Business : A small employer is one whose total Class 1 NICs, including primary (employee) and secondary (employer) liability, is at or below a set annual threshold, in the qualifying tax year. The qualifying year is the last complete tax year before the first day, the Sunday of the qualifying week (or maternity week). If the business met the requirements in the last financial year this box should be ticked. An employer who qualifies for small employer’s relief can reclaim 100% of certain statutory absence payments, plus an additional 3% compensation payment.
- Small Business (Previous Year): As above but for the previous year.
- HMRC Bank Account: The HMRC account to make P32 payments to (This is required if you are to make P32 payments by tax).
| Anchor | ||
|---|---|---|
|
|
Payrolls
Setup details required....
- Payroll Number: The short name or number for the payroll.
- Payroll Name: The long name for the payroll.
- Pay Frequency: The pay frequency for employees that are paid on this payroll.
- NI Calculation Method: Post 2013 InPay will always calculate with the exact method and the table method will be unavailable.
- Include Er's NI in pay: Select this option if Employer's NI is to be taken out of the employees pay. (this will normally only be Umbrella company workers)
- Include Er's Pension in pay: Select this option if Employer's Pension is to be taken out of the employees pay. (this will normally only be Umbrella company workers)
- Withhold tax refunds when no pay: Select this option if you do not want the employee to receive tax refunds when they have no pay in the period. If the employee is on a cummulative tax code, the tax will be adjusted the next time the employee receives pay.
Anchor Pay Periods Pay Periods
Pay Periods
For each of the payroll identified in the information provided above we need the below details for the pay period for these payrolls....
PLEASE NOTE: If your InTIME and InPAY systems are linked then you will need to notify the InTIME Support team if you roll back a payroll period within the InPAY system.
Weekly
Monthly
| Anchor | ||
|---|---|---|
|
...
|
Pay Elements
Below are Pay Elements that are setup in InPAY by default.
...
- Pay Element: The identifier for the pay element within the system.
- Pay Element Name: A more descriptive version of the above field for scenarios such as on screen or on payslip display.
- Nominal Code: Indicates the nominal code that the element has on your accounts system. This field will be output on any account jounals exported from the system.
- Pay Element Type: Identifies the pay element as a payment type or a deduction type or an element used for AEOs.
- Offset Against Element: Allows specification of a different Pay Element to offset payments against. The pay element specified here will be reduced by the amount being paid to this element. Only payment type pay elements can be offset.
- Qualifying Earnings: Indicates that the pay element is included in the employee's auto enrolment assessment .
- Benefit In Kind: The pay element is used to increase taxable pay without increasing actual Gross or Net Pay. In order to do this the element must be set up as a taxable payment and must be offset against a non taxable payment.
- Notional: Indicates that the pay element is not included in calculation of Gross or Net Pay.
- NI’able: Indicates if the pay element is to be considered when calculating national insurance contributions.
- Taxable: Indicates if the pay element is to be considered during tax calculations.
- Show on payslip if zero: Under normal circumstances a Pay Element will not show on a payslip if there is no pay against it in the period specified. However if this box is ticked the element will still show.
| Anchor | ||||
|---|---|---|---|---|
|
Pensions
Below are the details we need to setup a pension scheme...
...