We are pleased to confirm the upcoming release of InPay V9.0. This will be available to you on 10 april 2023.
Listening to our users is important to us, and therefore we hope that you find these changes useful, and they help in streamlining your business processes. We always value feedback, so please contact account management if you wish to discuss anything further.
All previous release notes can be found here: InPay release notes.
Key highlights
Nest API connection. We are pleased to announce you can now connect via Nest API. You will be able to retrieve opt out information and send over contribution submissions without downloading or uploading data. This will be is controlled within InPay with a direct connection to your account with Nest.
Multi-factor authentication. We have introduced multi-factor authentication for InPay and our payslip portal and is available for all users. If you are an InPay admin user, you will have the ability to add this to each individual user's account for InPay, and switch on the ability for all employees to use MFA for the payslip portal.
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Multi-factor authentication and administration: what is MFA?,
InPay authentication: how is it set up?, how do users login for the first time?, what happens if I have changed/lost my device?
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Improvements:
Importing:validation for relevant fields and special characters, custom import for P45 previous tax basis, worker pay type added to custom importer, custom importing P45 student loan details, additional validation for holiday history override import
Exporting: external exports for report groups
Reporting: reporting on pay holiday immediately schemes, email payslip report performance improvements, P45 pre-printed not working with 1 or 0 in pay period parameter, HMRC RTI download report
Pension reports: pension scheme end date added to basic pension report, standard life contribution (NEW) report to include pension refunds, royal london pension report consolidation,
NI values where there are multiple FPSs in a period
Typing search bar for multiple companies
New features details
Nest API connection
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Following on from our People's Pension API connection, you can now connect to NESTNest. This can be set up immediately, with no requirement for switch on from support. Go to, company - pension schemes and enter your pension provider details. Then within processing - pension processyou can enter the login details for NESTNest. Once connected, your opt out information will be available for you to review and upload. You can also send a contribution file to NEST, Nest; this will automatically include a joiner's file. We have provided a reporting button, allowing you to download a copy of the data that is being uploadedfile. For full details on how to set up and use this functionality go to pension process.
Multi-factor authentication and administration Anchor Pay Manager MFA Authentication and Administration Pay Manager MFA Authentication and Administration
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MFA is a two-step process. You enter your username and password as usual within your login screen and then you are asked to enter a one-time password. This password is generated by a mobile application authenticator. These can be downloaded via app stores, the most common authenticators are google authenticator and microsoft authenticator, but others are available.
When you use the authenticator, you will be given a one-time password (which is time sensitive) to enter in the login screen. This adds an additional layer of security to your data and login details, based on a password that only you know, and a one-time password on a device that only you have.
If you are using your own single sign on provider to log in to our systems, and/or have your own MFA set up, you may not require RSM's multi-factor to be set up.
MFA can be used alongside single sign on if you wish to add another level of security. When a user clicks on the single sign on button, they will be presented with the verification box to enter a code.
Go to multifactor for InPay and payslip portal for full details on how to set this up.
Improvement details
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We have made further enhancements to our imports, standard and custom imports within this release. We have improved the error messages and added additional validation checks for importing information.
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We have added validation for the following characters: @, +, -, =. This validation will apply to employee related fields whether it is via manual input, standard importers, or custom importers. The validation will stop these characters from being inputteduploaded, for example: @forename or =surname will be highlighted as a validation error. However, a hyphenated double-barrelled surname or a telephone number starting with +000 will be accepted. When using manual entry, you will see red message at the top of the screen.
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We have made a change to our custom importer when updating P45 previous w1/m1 tax basis field. Previously this required a Y or N, but but would fail on update. Now you will use 0 to not tick the box and 1 for the tick box to be populated. This updates the section tax details, within employee - previous employment P45.
Worker pay type added to custom importer Anchor Worker pay type added to custom importer Worker pay type added to custom importer
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You can now use the field worker pay type within employee page in the custom importer. It will allow the following names or value: 'not selected' or 0, 'salaried' or 1, "grade" or 2, "hourly" or 3, "timesheet" or 4. If the field is left empty for a new starter, it will set the worker to 'not selected'. When updating a current employee and column is left empty, it will leave the field unchanged.
Custom importing P45 student loan detailsAnchor Custom importing P45 student loan detail Custom importing P45 student loan detail
Previously when using the custom importer for P45 details and marking the student loan indicator as Y, the plan type field was remaining blank in the statutory loans screen. The plan type will now populate as expected. Also, when adding previous employment P45 details, a student loan with type 'plan 1' will not be created when an employee already has a student loan set up on pay -student loans screen.
Additional validation for holiday history override import Anchor Additional validation for holiday history override import Additional validation for holiday history override import
We have improved the error messages within the messages section if the below errors occur, allowing you to make the appropriate changes to the import file. Previously this would display as object reference, instead of the error.
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The pay periods in the file do not exist in the system
Message gets highlighted as cannot delete. pay period in use if deleting periods when there are employee holiday calculation rows for that period on payroll - pay periods screen Trying to delete a pay period with employee holiday calculations against it.
Exporting
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External exports for report groups
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We have developed a new option to export P60, P45 and payslips based on report groups. This has been option has been added to processing - external export screen. When you select your export type and export level, click export. You will now see a new dropdown field called group filter. Any report groups you have set up will be available within this dropdown. Our external export screen allows for the generation and delivery of Payslips, P60s, and P45 to a specified SFTP location.
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Within reporting under the employee category, the holiday report will now reflect pay holiday immediately schemes. The taken hours value will show the same as accrued hours, as each pay period the accrued hours will be allocated for payment. Also, the columns due hours, gross booked, and gross due will be '0' as no holidays can be booked by employee within the scheme.
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Previously you may have noticed that your P45 pre-printed report within the statutory category was not running if the pay period was set as '0' for current period and '1' for previous period. This will now work as expected.
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There is a new report called HMRC RTI download report within the employee category in standard reports. This report will capture details of any employees updated with P6s, P9s, SL1s, SL2s, PGL1s, PGL2s, and NINO updates from the processing - HMRC data retrieve screen.
Pension reports Anchor Pension reports Pension reports
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We have provided a tick box option to consolidate all payrolls within the pension exports - royal london pension contribution report. This will allow you to have 1 report with all payroll frequencies reported , and stops the requirement to combine multiple reports outside of InPay.
NI values where there are multiple FPSs in a period Anchor NI values where there are multiple FPSs in a period NI values where there are multiple FPSs in a period
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Previously gross earnings for NICs in period, total employer NICs in period and employee contributions in period were displaying incorrect values. This would only happen when there was a change to the NI letter or there had been NI movements in the pay period after the first FPS submission. This will now display expected values under each table letter. Please note: This has had no impact on monies owed to the HMRC or the Employee's NI record with the HMRC, as YTD figures are used in both cases.
Typing search bar for multiple companies Anchor Typing search bar for multiple companies Typing search bar for multiple companies
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If you have more than 9 companies within your InPay connection, you will now be able to type the name of the company you are looking for within the search bar. This helps minimise the amount number of companies shows, shown and allows you quicker access. We have provided this on the initial login page, and in the top left search bar within InPay.
