Payroll User Guide – Add Employee to Payroll

This guides provides a set of activities which explain how to setup an employee on payroll.


Step 1, Add New User to Payroll as an Employee

The guides in this section outline how to add a user setup in ZotaBooks as an employee in the payroll.



1. Payroll User Setup
Learn how to setup a user for payroll in ZotaBooks.


2. Add a User to Payroll
Learn how to add a user setup in ZotaBooks as an employee in the payroll.


3a. New Payroll Joiner
Learn how to enter the previous employment details from the previous employer’s P45.

or



3b. Employee Migrated
Learn how to deal with the situation where a new user is added as an employee to payroll in Zotabooks, but they were already on the business payroll on another payroll software.

Step 2, Setup Employee Tax Code, Salary & Bonus

The guides in this section explain how to setup payroll details for employees.



4. Set Employee Tax Code
Learn how to setup the tax code for an employee.


5. Set Employee Salary
Learn how to setup the salary for an employee.


6. Set Employee Bonus
Learn how to add a bonus for an employee.

Step 3, Setup Employee Benefits in Kind, Deductions, Earnings Orders and Statutory Benefits

The guides explain how to add details to the employee



7. Set Employee Benefits
Learn how to setup the benefits for an employee.


8. Set Employee Deductions
Learn how to setup deductions for an employee.


9. Set Employee Earnings Orders
Learn how to setup earnings orders for an employee.


10. Set Employee Statutory Pay
Learn how to add statutory pay for an employee.

Step 4, Add Employee to Pension Scheme

Employees can only be added to a pension scheme where a pension scheme has been setup (see point 3 above).



11. Add Employee to Pension Scheme
Learn how to add an employee to a pension scheme.

Step 5, View Actual Payments and Future Projected Payments for Employee on Payroll

Payroll enables the actual payments made to an employee and the future projected payments to be viewed for an employee



12. View Monthly Employee Payments
Learn how to view the actual payments made and projected future payments for an employee on payroll.

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