Payroll User Guide

Once setup, payroll runs automatically monthly on a day of the month specified by the payroll owner. Add change to an employee’s tax code or salary, add a bonus to an employee, add or change benefits in kind (BIK), deductions, earnings orders or statutory payments.


Payroll Setup and Monthly Run Scheduling

Payroll for a business requires selected information to be provided and the date the payroll runs each month needs to be setup.



Payroll Setup
Learn how to setup employees or off payroll workers on payroll.


Schedule Monthly Payroll Run
Learn how to schedule the monthly payroll run.

Setup and Manage a Pension Scheme

Learn how to setup one or more pension schemes.



Add Pension Scheme
Learn how to add a pension scheme to payroll.


Close Pension Scheme
Learn how to close a pension scheme setup in payroll.


Re-Open Closed Pension Scheme
Learn how to re-open a pension scheme which has been closed.


Delete Pension Scheme
Learn how to delete a pension scheme from payroll and the circumstances in which a pension scheme can be deleted.

Add an Employee to Payroll or Edit an Existing Employee on Payroll

Add as many employees to payroll as required, make changes to an employee tax code, salary or other settings as needed.



Add Employee to Payroll
Learn how to add an employee to the payroll and setup tax code, salary, benefits, deductions, earnings order, statutory pay and pension.


Manage Employee on Payroll
Learn how to change an employee tax code, change an employee salary, add a bonus, manage benefits, deductions, earnings order, statutory pay and pension for an existing employee.


Employee Leaves Payroll
Learn how to exit an employee from the payroll.


Termination Award
Learn how to set a termination award for an employee who has left the business.

Add Off Payroll Worker to Payroll

Learn how to add an off payroll worker to payroll



Add Off Payroll Worker to Payroll
Learn how to add an off payroll worker to payroll.


Setting a Project as Payable
Learn how to setup a project so that hours booked to the project result in a payment to the off payroll worker or not.


Recording Hours or Days Worked
Learn how to enter the hours or days worked so payroll can work out the payments required.


Review / Edit Off Payroll Worker Payments
Learn how to review and edit the payments to be made to off payroll worker.

Manage Monthly Payroll Run

Learn what to do when a monthly payroll has run.



Before Monthly Payroll Run
Learn what to do before the monthly payroll run.


After Monthly Payroll Run
Learn what to do after the monthly payroll run.


FPS and EPS Submission to HMRC
Learn how the FPS and EPS submissions to HMRC are done.

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