Payroll User Guide – Payroll Runs – Employer Payroll Setup

The employer payroll setup screen enables the following to be setup and managed:

Setup employee details for payroll, including joiners and leavers
Setup and manage pension schemes
Set employee’s salary, bonus, benefits in kind, tax code and if leaving termination award

Each country has separate sub-payrolls which run at the same time when the payroll batch runs, the RTI submits all countries together.

Employee Payroll Setup

Press the “Employee Payroll Setup” button (circled in red below) the following can be undertaken:

setup employee details for payroll
add new joiners to payroll
exit an employee on payroll off payroll
add employee pension scheme or change pension scheme employee is in or opt out employee from pension scheme
add previous employment details or details when employee is migrated onto ZotaBooks payroll

The employee payroll setup screen is displayed (see below). The list of employees who can be added to or are already on the payroll is displayed.

Against each employee are icons under the heading “Actions”. Only the relevant icons for the employee are displayed, the meaning of each icon is outlined below. Click on the text below to see how to use the functionality:

Setup or manage employee or contractor settings on payroll

Add employee or contractor to a pension scheme or change pension scheme employee or contractor is in or opt an employee or contractor out of a pension scheme

Add employee or contractor to the payroll. The employee or contractor settings require updating before adding an employee or contractor to the payroll

Set or change the previous employment details for an employee or contractor or set or change the details for employees or contractors migrated from one a different payroll to ZotaBooks payroll who were employed by the business while on the previous payroll

Exit the employee or contractor from the payroll (for example, employee or contractor leaves the business)

If an employee or contractor needs to be added to payroll then first add them as a ZotaBooks user. Click here to learn how to added an individual to ZotaBooks.

Pension Scheme

Press the “Pension Schemes” button (circled in red below) the following can be undertaken: