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 examples
• 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

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Setup paiyroll®

16

• Quickstart vs HMRC FPS Importer
• Migrate mid-SMP using Override values
• FPS Import Guide
• Switching Pension Scheme
• Set up Departments
• Import FAQ
• Setup CIS (Construction Industry Scheme)
• Import Salary Sacrifice and Company Pension values
• Updating Company State and Recoverables
• Mid-year Employment Allowance/ Apprenticeship Levy

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Pension and Automatic Enrolment (AE)

6

• Processing Opt-Outs
• NEST Pensions API Integration
• Re-enrolment and re-declaration
• Pension adjustments or fixed values
• Set up a pension scheme
• Automatic Enrolment (AE) FAQ

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Videos

5

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

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Time off

4

• View Statutory SMP SPP SPBP history
• Preview parental leave (SMP, SPP, SPBP) payouts
• Time Off FAQ
• Setup SSP, SMP or SPP absence time off

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Payments and Deductions

12

• Cycle to Work
• GB Liability
• Change from Hourly to Salary
• Adding New Shift Pay Definitions
• Empty Pay Item Editor
• Adding a new Salary scheme
• Bulk upload pay defintions, report definitions or schedules
• Adding a Deduction order
• My deduction (NIC, PAYE, …) is wrong!
• Adding New Pay Definitions

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Pay runs

8

• Approve a Pay run
• HMRC Test in Live Email notifications
• Pay run Auto-approve
• Pay run errors
• Handling pay run exceptions
• Handling pay run report submission exceptions
• Changing a Pay Schedule
• Starting a Pay Run

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Correcting Errors

3

• Correcting Gross and Net Pay
• Correcting wrong pay or deduction submissions
• Added a new employment in error

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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)

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HMRC

17

• Payrolling Benefits in Kind (BIK)
• Off schedule P45 via Custom pay run
• Close/ Cease PAYE Scheme
• P32 Report
• Tell HMRC no payment is due
• What to do when an employee dies
• Checking/Applying Tax code or Student/Postgraduate Loan
• HMRC FAQ
• Claim Employment Allowance (EA)
• NMW National Minimum Wage Analysis Report

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Journals

4

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

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Branding & Customisation

3

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

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Documents

4

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

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Uploading data from Spreadsheets

6

• 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

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Preview next release

1

• Paying a company pension or annuity

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Leavers

2

• Auto Leavers
• Leavers FAQ

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