Release Notes

RELEASE_2_4, 11-Aug-2020

Enhancements

• All new top level Pay Item editor allows changes to be made interactively to any employee’s pay items and a live payslip viewed on Update.

• New Sage50 Importer to automatically import Sage50 data:

  • Imports Average Weekly Earnings (AWE).

  • Imports 104 weeks holiday history.

• Pay runs

  • New Redo and Approve launch buttons

• Employee names saved in surname, forename(s) format for easy sorting.

• Minimal (default) Pay Definitions and Pay Items now auto added to new Companies and new Employees.

  • GB Liability is a new name for the special Pay Template that prioritises student loans and attachment of earnings.

• Holiday Pay Definition for workers with No work pattern:

  • Supports a holiday reset date which is based on the workers start date.

  • Automatic payout is suppressed on leaving and anniversary.

• Removed PayRun PayGraphs tab and Pay Graph from mobile Live Payslip view.

• Company bank details are now optional and can all be blank.

• Per Unit Template ‘display as’ input shown in Live payslip and Payslip2.

• We now auto detect and send RTI Pay ID changes to HMRC.

• FPS Import reports incorrect NIC category letter in FPS.

• Documentation

  • Restructured into User guides and Reference.

  • New and Re-drafted sections for AE, FPS and Sage50 Importers.

  • Reformatted Documentation layout.

  • Jurisdiction now renamed to Country.

Fixes

• Live Payslip performance improved from 2 secs to 0.2 secs.

• Payslip2

  • Now excludes ER NIC.

  • Omit payslips for employees who are not paid.

• Preapproval2 report

  • Removed Payroll expenditure report rows which are all zero including leavers.

  • Holiday tab on Pre-approval2 now includes Holiday Paid, YTD state.

  • Holiday tab now excludes zeros an correctly handles multiple schemes.

  • Restore the action text for a missing item.

• CSV Import

  • Overwriting input values

  • On import, missing data downgraded from Warning to Info and collated into one message.

• GB Termination payment fixed error in calculating non_taxable payment and missing gross_pay buss.

• SL and PGL stop and start dates can be the same.

• Add row showing YTD entitlement to holiday views for employees with Fixed work pattern.

RELEASE_2_03, 9-Jul-2020

Enhancements

• Admin GUI look and feel enhancements:

  • My documents on pay runs now easier to navigate with 2 columns

  • Removed redundant columns on many listing screens

  • Titles on listing screens now show Company and Client as appropriate.

  • Extensive enhancements to all listing screens making them easier to read.

  • New icons for day-to-day operations Update, Delete, Start, View and Add.

  • New icons for Payroll Debbie, My data feeds and Payruns.

  • Streamlined rendering of pay items.

  • New colours for 2nd level headers

• Admin Usability

  • Busses now display as checkboxes on PayTemplates as well as PayDefinitions.

  • Company selection now remembered across Pay runs, MyAnalytics, MyDashboards, MyDatafeeds, MyDocuments and Payroll Debbie.

  • Year also remembered where appropriate.

  • Nice error page for 500 errors.

  • Improved error message on an FPS import with duplicate employees.

  • Add regex to Finance journal Pay definition selection.

  • Pay definitions with Schemes now display available choices.

• All Employees and PayItems now have a Download button to create a CSV which can be edited and uploaded.

• Attachment of earnings orders now applied in the correct priority order including Student and Postgraduate Loan.

• Reports: - Attachment of earnings orders now appear in the pre-approval report.

• Parental leaves enhancements - Implement check for repeat 1-week SPBP claims.

• Documentation - Reorganise the docs to give Pay Templates their own chapter. - Documentation for GB garnishes (attachment orders). - Add SPBP fully to the docs, and move Termination out of schemes chapter.

Fixes

• Fix regression where Debbie was not displaying.

• FPS Import:

  • Missing NI and Director week of appt.

  • Added name and DOB to the unique keys.

  • Ensure an imported company has a usable department hierarchy.

• Scheme settings displays help text and removes duplicates.

• Fix RTI generation for Welsh tax codes.

RELEASE_2_02, 10-Jun-2020

Enhancements

• Imports:

  • FPS files with multiple frequencies (monthly/weekly etc.) and multiple payment dates can now be imported.

  • The wizard has been enhanced to provide user-selectable Create and Merge modes depending upon first or subsequent import. This allows phased migration e.g. weekly initially and then monthly at a future date.

• Off-payroll working (OPW) now supported for employees who operate through Personal Services Companies (PSC).

• GB Statutory Parental Bereavement Pay (SPBP) Pay Template added including EPS recoverable amounts.

• New GB Termination Payment Pay Template for termination (e.g. redundancy) payments (‘standard’ or ‘sporting_testimonial’). Calculates tax-free, taxable and Reports Class 1A NI to HMRC.

• Reports:

  • Add jurisdiction-independent journal sheet to Pre-approval summary2 so that journal imbalances can be detected before approval.

  • P60 updated for 2020-21 and also includes system employment ID.

  • Add ‘test_employee’ column to finance journal to allow filtering of test employees.

  • The ‘Pay definition outputs’ tab on Pre-approval Summary2 report is now sorted for readability and all redundant rows and columns have been removed. The report is now more compact, easier to read, and makes it easier to spot issues.

  • DPS coding notices now have a more descriptive table heading.

• Support HMRC hardened passwords up to maximum length of 128 characters!

• New “under maintenance” page to inform users when upgrades are in progress.

• Pay Definition output busses now use checkboxes instead of multi-select widget. These are easier to use and less error-prone.

• Employee state is now accessible from the Update employee view.

Fixes

• DPS data feed not setting W1M1 correctly.

• New employee with address has no company resolved.

• AE refunds are moved from the scheme to thr AE PayItem.

RELEASE_2_01, 29-May-2020

Enhancements

• Imports. A new one-click set up for a new Company and its Employees. This release supports imports from an HMRC FPS.XML file.

• UI improvements:

  • Improved ReportDefinition settings UI where a choice is to be made. For example, this clarifies that multi-sheet reports do not support the CSV format.

  • ReportDefinition settings can be changed on an error during a PayRun. For example, this allows a corrected password to be used.

  • Report and Data Feed results are now presented in a standard, structured manner rather than using JSON text.

  • Scheme PayDefinitions are now configured using standard UI elements rather than JSON text.

  • Add “accidental” delete protection for Employee and Company.

  • Improved listings of Timesheets, Holiday/Sickness absences with filtering by year and workers names.

  • Improved listings of Pay Runs, Report and Data Feed runs with filtering by Company and year.

  • PaySchedule prompt window settings can now be updated.

  • DPS data feed results for P6/P9 coding notices now have a descriptive heading.

• Starters and Leavers

  • New starters get a pretty HTML welcome e-mail with company name.

  • Leaver’s accounts are disabled by Payroll Debbie after 31 days.

• GB Statutory Maternity Pay (SMP) and Statutory Paternity Pay (SPP) now allow a manual override on the calculated figures. See the documentation for details.

• Payroll Debbie now performs more housekeeping tasks.

Fixes

• DPS data feed:

  • Payroll Debbie was incorrectly skipping DPS data feeds.

  • Week1/Month1 coding notices could be set, but not cleared.

• People’s Pensions. Only write out AE date if AutoEnrolled (not Opted out).

• Fix PayItemMgr editor heights.

RELEASE_2_00, 28-Apr-2020

Enhancements

• Payroll Debbie: is an all new automation assistant which runs hourly to assist the administrator. Traditionally, these jobs would be done manually, or initiated manually, by a payroll administrator. Payroll Debbie greatly reduces this burden by initiating these jobs automatically, under the overall supervision of the payroll administrator.

  • HMRC DPS data-feeds were previously initiated manually with one-click. Payroll Debbie will run these reports automatically.

  • An all new Pay Item Changes script enables you to schedule future Pay Item edits in one of the next 6 planned pay runs, which are automatically applied by Payroll Debbie. Typical uses might be Salary or Allowance changes.

  • E-mail notifications will be sent by Payroll Debbie for any missing items during the prompt window.

• Holiday Pay: 2020 legislation is now fully supported by the holiday Pay Item, Scheme and Holidayable earnings buss. Depending upon the Working pattern (Fixed hours/ No fixed hours), Holiday schemes and the Holidayable earnings buss are used to configure holiday pay. Averaging is performed over 52-weeks looking back over 104 weeks of maximum history. All pay frequencies are supported including monthly paid workers with different hourly timesheet each week.

• New customisable payslip Report Template (Jinja) supports unlimited payslip formats. Payslips can be customised rapidly for layout, size, colour and branding.

• UI update: Several aspects of the UI have been improved including:

  • Better visual separators with blue backgrounds

  • Active tabs more clearly show the foreground tab.

  • Improved display of report result, including HMRC IRmark.

• Scottish 20/21 May rates from PAYE perspective.

• Documentation for all above features.

Fixes

• P60 swapped surname/forename if name uses comma format.

• Manage Pay Items rendering issue which required window resizing now resolved.

• Xero journal error.

• A missing report in a payrun would create an error, now a better message is displayed.

• Only use tax code notice previous pay/tax in tax year specified by the effective date.

• EPS reports do not send bank account information.

RELEASE_1_17, 30-Mar-2020

Enhancements

• HMRC, DWP 20/21 legislation, rates and thresholds.

• Add COVID-19 support for SSP.

• Employee update

  • Improved rendering for employee working days.

  • Employee now required to complete line1/2 and postcode.

• Reports

  • User created custom pivot table reports, which use analytics, can now be saved in Excel by referencing the data columns.

  • HMRC DPS report improved reporting, handling of duplicates and refresh.

  • Pay run and data feed reports now presented in compact summary form and can be expanded to detail view if required.

  • Improved treatment of logs for Data Feed history.

  • P60 Refund mark R added.

  • Benefits PBIK now always written in RTI to enable corrective submissions.

• NMW (National Minimum Wage) timesheet resolution increased.

• Pay definitions

  • Net pay busses renamed:

    • Adjustment to net pay -> Deduction from net pay.

    • Reimbursement -> Addition to net pay.

    • All debt Pay templates drive ‘Deduction from net pay’ (as well as .Net Pay).

  • Update Pension contribution number of decimal places for percentages.

  • AE migrated inputs are now validated.

• Documentation

  • Busses

• Xero authorisation changed.

Fixes

• % Bonus, Payment with offset and SSP now drive Holidayable earnings buss.

• Pay definitions update view was overwriting Name and Description.

• SSP start date error.

• Buss upload errors.

• DPS missing W1M1.

• NMW report when piece-rate inputs are renamed.

RELEASE_1_16, 10-Mar-2020

Enhancements

• Payslip message now includes holiday payout.

• Upload now implemented (beta).

Fixes

• P60 previous pay/tax may be empty if value removed by user

• Holiday calculation missing on timesheet

• BR tax codes caused error

RELEASE_1_15, 06-Mar-2020

Enhancements

• Pre-approval summary2 report now includes comparison to previous payrun.

• New Employee (starter) view

  • Requires Date of birth and gender plus either NI or 2 address lines (HMRC mandatory).

  • Employee password now optional (was previously required).

• E-mails sent

  • to new starters inviting them to create password and update their details.

  • on timesheet submit for approval to approver.

  • timesheet approved/denied to submitter.

• Make the approvals easier to read.

• Payrun listing clarity improved.

• Rewind functionality allows CSR to rewind approved payrun (beta).

Fixes

• Nest submission report for exact EPED and frequency.

• Nest contribution & [member] enrol now use spreadsheet format - fixes pension basis.

• Xero journal API report debits sign swapped.

• Respect NEST character set and length limitations.

• Employee pay-after-end now a date.

• Notifications e-mail password on server.

• Exclude future P9’s as they would overwrite current P6 values.

• Payrun flows more robust.

• SL and PGL loans now separated (were combined).

• Timesheet decimal place precision now shows correct values.

RELEASE_1_14, 11-Feb-2020

Enhancements

• Upload wizard migration support for all employee and company views

• Xero journal API report

• Statutory SSP, SMP, SPP complete

  • Added to FPS and EPS.

• Reports

  • Implement new report error handling for report submissions with documentation.

  • Pre-approval2 report Holiday tab now shows pay-out.

• Auto Enrolment (AE)

  • AE custom on-demand support or PayOp and Reports (NEST, TPP, PAPDIS).

• 2020 EPS

  • Implement 2020-2021 rules for Employment Allowance.

• Live payslip

  • Add tax code Live payslip.

• Notifications

  • Switched from GMail/TLS to mail.paiyroll.com using SSL.

• Documentation

  • Migration guide.

  • Reuse policy table.

Fixes

• Holiday year-end payout

• Handle negative net pay

• Wage analysis report fix

RELEASE_1_13, 7-Jan-2020

Enhancements

• Auto Enrolment (AE)

  • Automatic refunds for opt-outs within 6-weeks.

  • 3-year re-enrolment.

• Statutory SSP, SMP, SPP

  • Beta release.

  • PayOps and PayTemplates.

  • New “Qualifying” setting on SSP.

• National Minimum Wage (NMW)

  • NMW Wage Analysis report (beta).

  • Salary and Time/piece schemes now support hours for NMW.

  • NMW rates

• B&CE The Peoples Pension (TPP)

  • Full data file report

• Rewind (beta)

Fixes

• Fixes #932 incorrect AE enrolment.

• Documentation improvements.

• Old payruns did not have department names.

RELEASE_1_12, 7-Dec-2019

Enhancements

• Support for The People’s Pension.

• All Data Feeds now support a dry-run setting.

• Support migration from Xero.

• Improved migration support for AE.

Fixes

• AE enrolment after opt-out fix.

• Documentation improvements.

RELEASE_1_11, 29-Nov-2019

Enhancements

• PayRun:

  • Add custom and on-demand support for Holiday.

• PaySchedule:

  • Extended support for schedule types.

• Report enhancements:

  • Added Department to Finance Journal.

  • Changes applied by HMRC DPS are now recorded.

• RTI FPS Submission:

  • Now includes Pension and PensionYTD with/without tax relief.

  • Payment or correction after leaving resends leaving date.

• Upgraded performance of AWS instance with more memory.

• xero payroll import migration beta.

• Improved documentation.

• Full validation for account names.

Fixes

• Repeated custom payruns do not include all employees 2nd time around.

• Pension rounding was sometimes done twice.

• Several AE fixes

RELEASE_1_10, 30-Oct-2019

Enhancements

• AE implementation rework:

  • Enhancements including support for tax-based periods.

  • Refined approach to postponements.

  • Simplify Pay Item administration by moving some settings to the scheme.

  • Extended validation.

  • Improved documentation.

• Salary enhancements:

  • Now scheme based.

  • Handle case of starters who missed the previous pay run and similar non-whole periods.

  • Improved documentation.

• On-demand feature is now in pre-release.

• New Analytics feature, with Finance Journal.

• Report enhancements:

  • HMRC FPS support for “ceased trading”.

  • HMRC P9X support.

  • Enhanced pre-flight checks for report submissions.

  • User-friendly rendering of report exceptions/escalations.

  • Add Pay Definition outputs and busses to Pre-approval summary2 report.

  • Deleted Report Definitions don’t affect rendering of historical data.

• Improved documentation structure and rendering.

• Sort PayTemplates and ReportTemplates when creating PayDefinitions and ReportDefinitions.

• Notifications now ready for live testing.

Fixes

• DPS now correctly handles arbitrary notifications.

• The employee list for a custom pay run must be sticky so re-runs work correctly.

• Properly filter current/past Employees against today’s date.

• Extended tests to cover more live cases.

• Various other fixes.

RELEASE_1_9_1, 6-Oct-2019

Enhancements

• Employee details

  • Alternative name format to support multiple surnames etc.

  • HMRC name validation added.

  • Additional validation of tax details.

• Tabs throughout the UI are now “sticky”.

• Payslip presentation improvements.

• Added an FAQ entry on Salary sacrifice.

• Most reports now again validate their settings before being submitted.

Fixes

• Spurious prompts were being created for pay item string inputs with REUSE_ZERO.

• Various other fixes.

RELEASE_1_9, 27-Sep-2019

Enhancements

• Pay Runs

  • Updated pay run approval screen with information on pay run status, and protection against accidental approval.

  • Redesigned pay run flow and report submissions with full user control of any errors.

  • Custom pay runs now released (were previously called Manual).

  • New On-demand pay runs (Pay Me Now) with new PayOp (beta release).

  • Eliminated delay before starting pay runs.

  • System now enforces that pay runs are run in a correct order.

• Reports

  • Payslips, P45 and P60 are marked as unapproved drafts before pay run approval.

  • Reports tab easier to use by allowing column reorder.

• UI

  • Colourise Status and Severity nearly everywhere.

  • All new icon based UI and cleaner mobile views.

  • Hide Timesheets and Holiday menu items if PayOp not present on employee.

  • Pay query - new ‘My net pay looks wrong’ feature.

  • Worker can now only update their tax details once; further edits made by admin.

  • Enhanced listing of pay runs and timesheets make navigation easier.

  • Master administrators can always self-assign otherwise stranded tasks.

  • Task-assignment is now generally supported with a simplified UX.

• Other

  • Updated documentation.

    • Added an FAQ entry on permissions.

  • New privacy policy.

Fixes

• Validate length of all fields to meet HMRC requirements.

• NEST pension submission fixes.

• Missing salary causing Holiday Pay Item error.

• Suppress erroneous queued tasks appearing if multiple admins.

• Auto enrolment fixes including rounding up for tax relief.

• Timesheet report exception.

• Timesheet report misordered rates.

• Fix error-prone refresh behaviour of Pay Definition busses.

RELEASE_1_8, 14-Aug-2019

Enhancements

• Partial/manual payrun now allows admin to select employees to be included.

• RTI FPS late reason code added to FPS report.

• My data feeds

  • Workers csv upload release.

  • HMRC Data Provisioning Service (DPS) release.

  • Include worker identification data in the returned results.

  • Complete data returned for Company and Employee.

• Next payslip (draft) now reformatted to not show duplicate items.

• Payslips report:

  • NIC pay item now included.

  • Optionally, all-zero payslips can be suppressed.

• Master admin can now add additional admins.

• Documentation updates for DPS, Mobile, Holidays, PayRuns, PayTemplates and ReportTemplates

Fixes

• Returning workers required works id to be blank.

• Windows OS returns incorrect file type: Expected a CSV file, but got application/vnd.ms-excel

• Holiday for 1..2 days not showing days taken correctly.

• Pre-approval report 2 holidays tab missing state columns.

• Stop admins adding scheme as PayItem.

RELEASE_1_7, 31-Jul-2019

Enhancements

• My data feeds:

  • Workers csv upload beta release.

  • HMRC Data Provisioning Service (DPS) beta release.

• AE Enhancements:

  • AE PAPDIS report now includes new starters and allows for specification of scheme(s) with comma-separated names.

  • AE NEST pension report submission production release.

  • Company can define multiple AE Pay Definitions.

• Worker payment summary (txt) and BACS reports exclude zero values.

• Suppress MyDocuments for pay runs in which an employee did not participate.

Fixes

• Payslip for new starter not displaying.

• Piece and Time-based Timesheets overwriting each other

• Rounding now uses to conventional rounding.

• Update in My Tasks being overwritten after Update Employee.

RELEASE_1_6_1, 20-Jul-2019

Enhancements

• Add documentation site.

• Make RTI submission more persistent in its retries.

• Shift upload report now uses a more extensible approach to column mapping.

Fixes

• Unbreak HTML escaping of rendered content.

• Several fixes for shift upload logic.

• Auto Enrol categorisation of Entitled Workers.

• State reset for returning employees.

• Default ‘C’ starter declaration.