Pensions & other benefits
Occupational Parental Payments (OPP)
Occupational Payment Schemes (OPS)
Occupational Sick Pay
Payroll Calculation
Payroll Reports
- How do I report on employee tasks due within a payroll period/date range?
- How do I produce a company sick pay report?
- How do I produce a salary sacrifice pension contributions report?
- How do I produce a pension scheme summary report?
- How do I produce a summary payslip report?
- How do I produce a corrections report?
Net to Gross Calculation
Pay Spines
Employer Setup
- How do I set Up Directors National Insurance (NI) in the System?
- Where is the FBI file setup in employers?
- How do I record an industry sector to claim employment allowance?
- How do I create a default task list for a payroll?
- How do I enter auto enrolment settings and information?
- What happens at the three year auto enrolment date?
Adjustments
- How do I prevent a bank holiday adjustment for a non-working day set?
- How do I create a grade record linked to pay spines?
- How do I manually increase spine point values?
- How do I import spine point values in bulk?
- How are bank holiday adjustments included in the annual leave?
- How do I report on payments and deductions?
Import Maps
Timesheets
Benefit Schemes
- How do I alter average SMP earnings due to alabaster rules?
- What are/how do I create vehicle records?
- How do I create full pay factors for occupational sickness pay?
- How do I create occupational sickness pay service length limits?
- How do I assign employees to occupational sick pay scheme membership?
- How do I define pension scheme parts as supporting auto enrolment?
Accounting
Third Party Association
Payroll Period
Payroll Input
Paying Out
- How do I create/re-run payment runs?
- How do I correct any payment run exceptions/make supplementary payment runs?
- How do I make negative adjustments?
- How do I print a payment run report by orginisational unit?
- When do I close the tax period when paying employees?
- How do I reconcile my payroll at the tax year end?
Payroll Report Packs
Pensions
- How do I generate pension provider membership/contributions files?
- Where do I view which employees requested auto enrolment?
- How do I set the employee's auto enrolment assessment detail?
- How do I inform employees of their auto enrolment or status?
- How do I perform a payroll pension refresh?
- How do I auto enrol employees into pension schemes?
Accounting
- How do I create accounting periods within an accounting year?
- How do I edit the payroll periods in accounting periods?
- How do I display journal data?
- How do I assign payrolls to accounting groups?
- How do I export journal data for all employees and cost codes?
- How do I rename an accounting period?
HMRC
- How do I amend a previously submitted EPS?
- How do I submit EYUs for employees with/without previously submitted FPS?
- How do I authorise final payments & EPS to HMRC?
- How do I purge historic HMRC transmission (FBI) data?
- How do I download HMRC notices?
- How do I create FBI credentials?
Payroll Workflow
- How do I set up payroll groups?
- How do I set up emails via payroll workflow?
- How do I produce pension provider files in payroll workflow?
- How do I run the auto enrolment assessment in the payroll workflow?
- How do I rename and reorder payroll workflow actions?
- What are the payroll workflow action types?