Settings
This is the client-setting section used by an accountant for a smooth process of payroll of clients' employees. The settings section in the software comprises of-
Settings
Auto payroll
Notification
Addons
Employee login
Settings
PAYE details
The PAYE details section in the software includes essential payroll information such as the HMRC office number, Accounts office reference, PAYE reference, and small employer’s relief eligibility. Users can edit all these details as required and can also enable document protection, including password protection, to safeguard sensitive PAYE-related documents. This software also provides the synchronisation with the bookkeeping module enhances integration and workflow efficiency between payroll processing and accounting tasks.
Payout details
This section includes details such as the preferred pay frequency, payslip format, payment mode, app logo, and all payslip information. Users can modify these settings by clicking the "Edit" icon, making the required changes, and saving them to apply the updates.
Leaves details
With this option, you can set the company’s leave details, including leave entitlement in days or weeks, company-paid leaves, and working days. The information saved here will apply to all employees within the company.
Company specific holidays
With this option, you can add holidays that are specific to the company and allowed to employees in addition to their regular leave entitlement.
Departments
Users can efficiently create and manage departments within system, facilitating better organisation and management of employees, tasks, and resources across the organisation.
Custom payout period
Users can edit the first end day and first payday within the context of pay frequencies such as monthly, weekly, four-weekly, half-yearly, or annually.
Auto payroll
It is a utility to facilitate users for automatic payroll run through the system as standing instructions. Once the auto-payroll schedule is created, system will run/process payroll & submit real-time information with FPS submission to the HMRC on the selected date in the payroll schedule. It will save time and maintain accuracy for repeating tasks.
To initiate the auto-payroll setup, users should click the “+ Add schedule” button, which opens a side pannel with a structured form. Users must enter a schedule name, select the pay frequency (such as monthly, weekly, or bi-weekly), choose the employees to be included, and specify the start date, with an option to add an end date if required.
Send to client for review
This feature allows users to send the processed payroll to clients for review via email at a scheduled time. The system generates an e-signature request and sends it to the client, who must review and approve it.
An auto approve option is also available, which automatically approves the review request once the pay date for that period has passed. After approval whether manual or automatic, the system submits the FPS, sends an acknowledgement email to the client, and updates the status to completed.
An automate FPS submission either on the processed date or the pay date, and user can customise email attachments as needed. Once all required details are completed, clicking “Save” will create the auto-payroll schedule.
Users can also view the 'Pay schedule report' for a selected date range. Additionally, the scheduler status is updated in real time as payroll submissions are processed.
Notification
The Notification section shows all HMRC updates on employee tax codes, tax regimes, and Student or Postgraduate loan changes. To view notifications, select a date range and click "Get notification". You can also use the filter option to find specific notifications.
Addons
This software integrates with Nest pension and Smart pension schemes, allowing users to connect directly with these pension providers. To set up the integration, click the “Connect” button and enter the required credentials, including the user ID and password.
Alternatively, if advisor credentials are added through the CRM practice profile, the Nest pension or Smart pension status will automatically be marked as connected in the company settings for the relevant clients.
Employee login
The Employee login section provides secure, individual access for each employee using their unique login credentials. Once logged in, employees can view and manage their personal information, including: profile details, payslips and salary information, leave history. This section ensures that each employee can access only their own data in a secure and confidential environment.
Hope this is helpful.
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