Payrolls

Description

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

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.

Custom Import Order

This menu provides a payroll wide enforcement of the order custom imports need to go in during a period. The orders on the right will be enforced in a top down order, and will show a warning if any imports are made out of order. This warning can be bypassed and allow the user to import the file anyway.

For example, referencing the setup below, it will check that Employee Payments has been imported prior to One-Off Payments. It will warn the user if they try to import One-Off Payments earlier than intended, but allow them to bypass the warning if they click OK on the popup.

It’s important to note: When checking the order, we will only warn the user if the one immediately above the format being imported is not detected. This is to prevent constant warnings if a format is skipped during a period.

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.