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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, choose the payroll 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->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. 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->Holiday Schemes.
For more details please see Holiday Scheme pages & Holiday Guide
When a PAYE worker is created in InPAY from INTIME you can - 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 to do this - YTD figures, BUT will be needed if clients
- client want to preforma a full parallel beforehand.
Anchor Company Tax District Company Tax District
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Pay Elements
Below are Pay Elements that are setup in InPAY by default.
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- Description: The pension description that will be used for selecting the pension scheme. This will also determine the name of the pay element that will show on the payslip.
- Reference: The pension scheme reference.
- Custom Ref 1: This field is sometimes used in provider specific exports, you will be informed of whether anything is required in this field when provider specific exports are added to your system.
- Custom Ref 2: See Custom Ref 1.
- Custom Ref 3: See Custom Ref 1.
- Net Pay Scheme: This indicator tells the system the pension is taken from Net Pay rather than Gross and therefore no tax relief is gained on the contribution.
- Net of BR Tax: This indicator tells the system that the pension contribution is paid less Basic Rate tax. So for example if an employee has a 10% pension deduction on earnings of £1000, then rather than £100 being taken a figure of £80 would be taken instead (if the Basic Rate of tax was 20%).
- Basic Scheme: This indicates to the system that this scheme meets the basic requirements under auto enrolment. Deductions will be taken between the lower and upper earning thresholds as set out in legislation.
- AVC: Additional Voluntary Contribution. This allows employees to make additional contributions into the scheme. Currently this field is for reference and reporting purposes and has no effect on the deduction of contributions.
- Set Limits: For standard pension schemes deductions will be taken on all earnings (of applicable pay elements). By checking this box, the user can enter lower and upper periodic earnings thresholds, allowing percentage deductions only to be taken between these thresholds (As is the case under a basic scheme). This field is unavailable if the Basic Scheme box is ticked as these thresholds are data driven by legislation.
- Salary Sacrifice: This indicates that the pension will show on the payslip but not be included in Gross or Net pay. The user also has the option of selecting an offset element which will reduce the payment element by the equivalent amount.
- ECON Code: The Employer's Contracting-out Number. For use by Contracted-out Salary Related (COSR) schemes.
- Sort Code: The pension scheme provider sort code.
- Account Name: The pension scheme provider name of the account holder.
- Account Number: The pension scheme provider bank account number.
- Bank Name and Branch: These are read-only and are populated when a sort code is entered.
- BACS Reference: The reference for payments by BACS.
- Roll Number: Building society roll number (optional).
- Use Standard Pay: Some schemes may use the standard pay set out in the auto enrolment legislation (and selected in the Pay Element Screen). Ticking this box disables the ability to choose individual pay elements
- Pensionable Elements: Clicking this button will display 2 lists. One with all the possible pay elements that can be included in pension calculations (on the right of the screen) and the other with all the elements that have already been included. To add or remove elements from the calcuation select the relevant elements (multiple elements can be selected) and use the arrow keys move them to the appropriate list.
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