General

16

• Add Employee (starter)
• Employee Name, Surname and Forenames
• Starters
• Username and Email
• Invoices
• Adding a Test Employee
• Restarters
• Add a new Administrator
• How to Download a document
• Find employees’ last paid date

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Holiday pay

9

• Holiday FAQ
• Setup Holiday Pay Companion
• Holiday pay types
• Set up holiday pay
• Holiday Booking and Approval
• Upload approved holiday bookings from a spreadsheet
• Adding Rolled-up Holiday Pay (RHP)
• Delete an incorrect holiday booking
• Changing holiday year

Setup paiyroll®

19

• Key Concepts
• Move or copy company
• Company address, bank and tax details
• Quickstart vs HMRC FPS Importer
• Migrate mid-SMP using Override values
• FPS Import Guide
• Switching Pension Scheme
• Set up Departments
• Import FAQ and Errors
• Import Salary Sacrifice and Company Pension values

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Pension and Automatic Enrolment (AE)

9

• Pay Reference Periods (PRP)
• New NEST Pension schemes (no schedules)
• Set up a pension scheme
• Uploading to the People’s Partnership
• Processing Opt-Outs
• NEST Pensions API Integration
• Re-enrolment and re-declaration
• Pension adjustments or fixed values
• Automatic Enrolment (AE) FAQ

Videos

5

• Interactive Pay Item editor
• Automated FPS Import
• What is a Live payslip?
• 2-min overview
• Real-time analytics in Excel (video)

Time off

5

• Unpaid leave for salaried workers
• View Pay Item history
• Preview parental leave (SMP, SPP, SPBP) payouts
• Time Off FAQ
• Setup SSP, SMP or SPP absence time off

Payments and Deductions

15

• Payments and Deductions overview
• Adding New Pay Definitions
• Gross and Net Deductions/Payments
• Overtime
• Cycle to Work
• GB Liability
• Change from Hourly to Salary
• Adding New Shift Pay Definitions
• Empty Pay Item Editor
• Adding a new Salary scheme

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Pay runs

7

• View Snapshot
• Approve a Pay run
• HMRC Test in Live Email notifications
• Pay run Auto-approve
• Handling pay run errors (exceptions)
• Changing a Pay Schedule
• Starting a Pay Run

Correcting Errors

6

• Resend earlier year EPS
• Rewind a pay run
• Zero errors on Approval
• Correcting Gross and Net Pay
• Correcting wrong pay or deduction in the next HMRC submissions
• Added a new employment in error

Integrations

5

• Setting Up Telleroo
• Setting Up Staffsavvy
• Setting up Xero integration
• Driver Recruitment Software (DRS) RUH, DNI and SelfBill
• Leavers and Restarters – Driver Recruitment Software (DRS)

HMRC

21

• My PAYE tax is wrong
• No HMRC Credentials
• View all tax codes
• Employees has wrong tax code
• Car & fuel benefit reporting
• Payrolling Benefits in Kind (BIK)
• Off schedule P45 via Custom pay run
• P32 Report
• Tell HMRC no payment is due
• What to do when an employee dies

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Journals

4

• Journal FAQ
• Set up Xero Journal Tracking Categories
• Statutory SMP/SPP/SPBP Journal Configuration
• Journal balance

Branding & Customisation

3

• Payslip Messages (Notes)
• Company/Client branding logo and colours
• Customising payslips

Documents

5

• View and act as employee
• Welcome guide
• Make Documents appear final
• Bureau Client PDF Pack (Employer Pack)
• Make Company Documents visible to clients or privileged employees

Uploading data from Spreadsheets

8

• Pay rises, annual increases or backpay
• Pay Item workbook upload/edit/download
• Column based files
• Employee bulk edit
• Uploading/ downloading data overview
• Shift, Overtime, Hours row-based data feed uploader
• Uploading workers with a data-feed
• Column Definition Language

Preview next release

1

• Paying a company pension or annuity

Leavers and Closing Companies

5

• Termination payments (Redundancy)
• Leavers FAQ
• Auto Leavers
• Close/ Cease PAYE Scheme
• Stop processing a company

Analytics

3

• Analytics FAQ
• Real-time analytics in Excel (video)
• Excel Analytics via PowerQuery API

CIS (Construction Industry Scheme)

2

• CIS deductions suffered
• Setup CIS (Construction Industry Scheme)

Developer API Integration

1

• Developer API Overview