Payrolls

Description

Use this page to add, update and delete payroll information.

Contents

Usage

Adding a Payroll

Payroll Default Parameters

Key Data

Usage

This is the main payroll set up screen. It defines the basic information for a payroll such as address, pay frequency and payslip format.

Adding a Payroll

If you have just entered the screen, you can start entering data directly into the screen. Once you have completed entering data, press save. If you have previously selected a payroll by using the grid, to add a new payroll, press the New button. This will clear out the fields, and prepare the screen for a new payroll to be entered. Once data has been entered, press save to commit the data to the database.

Payroll Default Parameters

Payroll Default Parameters allows default configuration for new starters to be defined. This configuration applies to any new starter placed on the payroll and overrides any default configuration supplied at the Workgroup or Company level.

Defaults Available:

• Default Holiday Scheme
• Default Worker Pay Type
• Default Contracted Hours
• Default Work Schedule
• Default Statutory Sick Pay Schedule
• Default Occupational Sick Pay Scheme
• Default Pension Postponement
• Default Absence Schemes
  • Maternity
  • Adoption
  • Paternity (adoption)
  • Paternity (birth)
  • Shared Parental Leave (adoption)
  • Shared Parental Leave (birth)
• Default Offsets
  • Statutory Maternity Pay
  • Statutory Adoption Pay
  • Statutory Paternity Pay
  • Statutory Shared Parental Pay
  • Statutory Parental Bereavement Pay
  • Statutory Sick Pay

Key Data

• Payroll Number: The short name or number for the payroll.
• Payroll Name: The long name for the payroll.
• Reference: Holds a reference for a payroll.
• Pay Frequency: The pay frequency for employees that are paid on this payroll.
• Payroll Type: The payroll type currently has no effect on the running of the payroll and this field can be ignored.
• Payroll Tax Reference: At present only 1 tax reference per company is permitted, so this field will be ignored.
• 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 cumulative tax code, the tax will be adjusted the next time the employee receives pay.
• Portal Zip Password - Password that is used when sending reports to the Client Portal through Group Reporting. 
• Show Payslips From - Only show payslips for this payroll on the Payslip Portal that are on or after this date. The payslips will still appear in PayManager but will not be visible to employees logging into the Payslip Portal.