Follow this guide to set up and operate the holiday pay companion alongside your existing payroll software.
Setup #
Follow this section to set everything up.
Prerequisites #
In general, works_ids are required for all workers. This is to enable the upload of holiday history and also for day-day shift uploads.
Import #
The fastest way to set up your company is to use the FPS Importer. As part of your onboarding, you will have received instructions for exporting the necessary files from your existing payroll software.
Import > HMRC FPS or Quickstart Run > Choose the 2 files.
Retain the defaults: Parallel run, No postponement Banded earnings] and click Import files
In a few seconds, the import will be complete and your company will be set up.
Upload History #
See this article for uploading history.
Setup a Shift Data feed #
See here for how to set up a Shift data feed to allow you to upload weekly Shifts.
Your company should now be correctly set up in paiyroll®.
Operation #
Follow this section to operate the Holiday Pay companion week to week. This will require holiday bookings and all weekly shifts.
Holiday Bookings #
You can choose to upload approved holiday bookings from a file or have the workers submit holiday requests which are approved by managers.
Upload Weekly Shifts #
My data feeds > Upload you weekly level data
Pay Runs > Redo to redo the pay run and refresh all reports
Enter or Upload Holiday pay into your existing payroll #
My documents > Preapproval2 Summary: See the Holiday Accrual tab for Daily, Weekly or Period holiday pay values to enter into your existing payroll.
Approve #
Pay Runs > Approve the pay run when everything is done – this will update the holiday history in preparation for the next pay run.