How do I manage employee payroll membership?

What is payroll membership? 

Payroll membership in Cintra iQ refers to the designation of an employee to a specific payroll within the system. 

If you have multiple payrolls in your database, an employee can be transferred from one payroll membership to another, provided each payroll is under the same PAYE reference.

Editing a Payroll Membership Record

You can modify a Payroll Membership record only if the employee hasn't received payment at the commencement of their employment. Here's how to make edits:

1. Navigate to the Payroll Membership History window: Cintra iQ > Employments Records > Forms > Payroll Membership.
2. Choose the relevant record.
3. Right-click and select Open. This action opens the Payroll New Starter form.
4. Adjust the Start Date and/or Period. Remember, the new Start Date shouldn't precede the employment start date.
5. Confirm the changes by clicking the OK button.

Deleting a Payroll Membership Record

If an employee hasn't received payment at the beginning of their employment, you can remove their Payroll Membership record. Follow these steps:

1. Access the Payroll Membership History window: Cintra iQ > Employments Records > Forms > Payroll Membership.
2. Highlight the desired record.
3. Right-click and choose Delete. A confirmation message will pop up.
4. Confirm the deletion by selecting Yes.
5. Close the prompt with the OK button.

Viewing Transferred Payroll Membership on Payslips

After establishing multiple Payrolls for an employer in Cintra iQ, it's possible to move employees between payroll memberships. This transfer is only viable when the PAYE reference number remains consistent across all payrolls.

  Note:

Ensure that multiple payrolls are set up for the same Pay Scheme before attempting a transfer.

If an employee's payroll membership shifts mid-month, payslips must be calculated for both payrolls. Here's how to view transferred payroll memberships:

1. Open the Payroll & Period Summary form: Cintra iQ > Employment Record > Forms > Payslip.
2. Visit the Gross to Net Summary tab.
3. Choose the appropriate Payroll Period to display the payslip details.

4. To view the payslip details for the other payroll, select the same Payroll Period again.

5. Finish by clicking the OK button.

For a deeper understanding of associating payrolls to PAYE schemes and performing payroll calculations, refer to specific articles on these topics within the help centre.