Welcome to our Quick Guide for Payroll! This guide will walk you through the essential initial steps and best practices to ensure a smooth setup and successful deployment.




Client-Specific General Settings


Navigation: Payroll > Client Specific > General Settings


When you start working with a client for the first time in the Payroll module, it's important to complete the mandatory information within the General Settings section. This includes:


  • PAYE Details

  • Contact Details

  • HMRC Credentials

  • Payslip Template

  • Pay Rate

  • Data Security



Adding Employees


Navigation: Payroll > Client Specific > Manage Payroll > Employees


To add employees, you have two options:


  1. Click on '+Add Employee' to create employees individually.

  2. Use 'Import Employees' to create employees in bulk by utilising the provided template CSV file.


For each employee, ensure you provide the following details:


  • Personal Details

  • Starter Details

  • Payroll Details

  • NI & Tax

  • Payment Details

  • Pension Details



Uploading Employee YTD


Navigation: Payroll > Client Specific > Manage Payroll > Employees


To upload Year-to-Date (YTD) information for employees, follow these steps:


  1. Go to 'Employee YTD' within the Manage Payroll section.

  2. Choose an employee from the dropdown list.

  3. Click '+Import YTD' to upload YTD data in bulk via the provided CSV template.



Setting Up Pensions


Navigation: Payroll > Client Specific > Auto Enrolment


For pension setup:


  1. In the Pension Details section, input the 'Staging Date' or 'Re-enrolment Date.'

  2. In the Pension Schemes section, add a scheme by selecting 'Add Scheme.' Enter scheme and pension information.



Additional Information, Leaves & Holidays, and Timekeeping


Navigation: Payroll > Client Specific > Manage Payroll > Additional


In the Additional section, you can fine-tune payroll details, including:


  • Employee Leave

  • Additions and Deductions

  • Attachment of Earnings

  • Mileage Claims

  • Expense Claims


Use the dropdown menu (where applicable) and select '+Add …' to input relevant data.



Navigation: Payroll > Client Specific > Manage Payroll > Leaves & Holidays


For Leaves & Holidays:


  1. Navigate to the section.

  2. Select 'Add Leave' to input Annual Leave, Statutory Leave, and Bank Holidays.



Navigation: Payroll > Client Specific > Manage Payroll > Timekeeping


In the Timekeeping section:


  1. Input time records for hourly-paid employees.

  2. Ensure filters correctly identify the employee before adding time records.

  3. To add records:

    • Click '+Add Time Record' for individual entries.

    • Use 'Import Time Record' for bulk entries via the provided CSV template.



Note: 0.30 hours equals 0.50 hours.


Running Payroll


Navigation: Payroll > Client Specific > Process Payroll


When all payroll information is updated:


  1. Approve payroll by selecting employees and clicking 'Approve.'

  2. Use the calculator for final adjustments to Gross Pay.

  3. To run payroll, click 'Run Payroll' in the Payroll section.



RTI Submission


Navigation: Payroll > Client Specific > Submission


After processing and running payroll:


For Full Payment Submission (FPS):


  1. Click '+Add Submission' in the FPS section.

  2. Select employees for the submission.

  3. Validate data for potential errors.

  4. Validate HMRC Credentials.



For Employer Payment Submission (EPS):


  1. Click '+Add Submission' in the EPS section.

  2. Fill in required information.

  3. Select 'HMRC Submit' upon completion.



P11D


Navigation: Payroll > Client Specific > P11D > P11D Form


To create a P11D:


  1. Select '+Create New Return.'

  2. Set up return details.

  3. Enter P11D information in the Quick Entry Data menu.



Navigation: Payroll > Client Specific > P11D > Submit > P11D


To submit P11D:


  1. Click 'Submit P11D' to generate the form.

  2. Complete submission to HMRC.



Bulk Payroll


Navigation: Payroll > Bulk Payroll > Automation Settings


For automated Payroll and FPS submission:


  1. Click '+Client' and assign a client.

  2. Manage Schedule:

    • Set Payroll Run Date.

    • Set Submission Date.

    • Set Pay Date.

    • Notify to (All Processes). 

    • Notify to (After Submission).




Congratulations! You've completed the essential steps to set up your Payroll module. If you encounter any issues or require further assistance, don't hesitate to reach out to our support team.