The article below will show you how to process payroll on Capium showing you the steps needed to carry out the 'Process Payroll' procedure.


Location: Payroll module > Client specific > Manage Payroll > Process Payroll

Refer to the link


Video Tutorials: 


Watch the video to learn how to process a payroll


How to setup and use bulk payroll feature


How to change pay dates


How to sync / synchronise payroll with bookkeeping


Process payroll is the fifth sub section this lets you process the payroll of your employees. 

It contains 3 tabs which you will be working across:

  • Record Gross Pay

  • Pension Assessment

  • Payroll




Record Gross Pay

  • Select the pay frequency using the “Pay Frequency” drop-down menu on top

  • Use the Edit/Approve buttons for the gross pay of the employees

  • Change the time period for the results using “Period” drop down

  • The “Pay Type” filter allows you to view employees on Gross Basis or Hourly Basis or Both (All)

  • View and change the status from “Approved“ to “Pending” 

Important to note: For pending status, you can change from Net to Gross pay


Pension Assessment


  • Select the pay frequency using the “Pay Frequency” drop-down menu

  • Run a Pension Assessment by selecting the clients you want to run the assessment on by selecting the relevant tick boxes and then click the “Run Assessment” button

  • Change the time period for the results using the “Period” drop down

  • Delete/change the status by using this “Action” drop-down menu


Payroll


There are two separate buttons on the upper right side of the screen:

  1. Run Payroll 
  2. Submit FPS

As you click on the Run Payroll button a box appears where you can choose the details regarding pay frequency and period based on which the Employees will be listed on the right-hand side

You can also mention Pay Date, Reason for late reporting (if applicable) and specify whether you want to Synchronise Payroll with Bookkeeping


The other button ‘Submit FPS’ enables you to submit a payroll for a particular period to either HMRC or Capium.

  • First click on the period to view the payroll details.

  • Edit/delete the payroll which has been run for the particular period.

  • Lastly clicking Submit FPS to submit to Capium or HMRC


  • Once you have selected the desired employees, you can move onto the next page which will show you a summary of the payroll

  • Once you agree you can finish the payroll

  • You may also submit FPS for the same using the button there on the upper right-hand side

  • After clicking on Finish the pop-up will disappear and you may view the details of Run Payroll for a particular period on the Payroll page


Payslips


Select the relevant Pay frequency and period, also you may select a desired Payslip Style. 

Download it as a PDF and also print them on pre-printed Payslips stationery using the Print option there. 

e#-mail the Payslips to Employees’ registered e-mail IDs and also CC or BCC any other e-mail.


  • Select the employees for whom the payslips you want to print/download/ email

  • Click on the employee name to preview the payslip

  • You can bulk download payslips as a PDF, print or send an email for a particular employee for a specific duration (e.g. June to December).


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Congratulations! You can now process payroll. If you encounter any issues or require further assistance, don't hesitate to reach out to us.