Skip to content
Log in
  • There are no suggestions because the search field is empty.

Company Payroll

Summary

This article covers the processes for managing completed payments, active pay schedules, employees not included in pay schedules, benefits, payroll reports, and HMRC submissions within the platform.

In this article

  •  Before you begin
  • Step 1: View Completed Payments
  • Step 2: Manage Pay Schedules
  • Step 3:  Identify Employees Not in Pay Schedule
  • Step 4: Review Employee Benefits
  •  Step 5: Generate Payroll Reports
  • Step 6: Prepare HMRC Submissions
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have admin or payroll manager access to view and manage payroll-related data.
  • Ensure you have the necessary permissions for generating reports and handling sensitive employee financial data.

Step 1: View Completed Payments

  1. Go to the "Payroll" section in your dashboard.
  2. Select the "Payments" tab.
  3. Review the list of completed payments for the current period, including wages, bonuses, and other compensation.
  4. Export the payment details as needed by selecting the "Export" button.

Step 2: Manage Pay Schedules

  1. Navigate to the "Pay Schedules" section from the "Payroll" tab.
  2. Review all active pay schedules, including the pay frequencies (weekly, bi-weekly, monthly).
  3. Confirm the pay dates and make adjustments if necessary by selecting the "Edit" option.

Step 3: Identify Employees Not in Pay Schedule

  1. Go to the "Employees" section.
  2. Filter the list by pay schedule to identify any employees or contractors not included.
  3. Review the reasons for exclusion, such as contract status or leave, and note them in the "Comments" field.

Step 4: Review Employee Benefits

  1. Navigate to the "Benefits" section in the payroll dashboard.
  2. View a breakdown of employee benefits provided by the company (e.g., health insurance, pensions, perks).
  3. Check the associated costs for each benefit and confirm the total spend for the current period.

Step 5: Generate Payroll Reports

  1. Go to the "Reports" section in the payroll module.
  2. Select the report type (e.g., payroll summary, tax deductions, contributions).
  3. Choose the date range for the current period.
  4. Click "Generate" to view the report or export it for further use.

Step 6: Prepare HMRC Submissions

  1. In the "Reports" section, find the HMRC-related options (e.g., tax deductions, National Insurance contributions).
  2. Ensure all relevant data for the current period is included.
  3. Download the HMRC report files or use the platform’s submission tools to file directly with HMRC.

Frequently Asked Questions (FAQ)

1. Who can manage payroll tasks in the platform?

Only users with admin or payroll manager roles have the permissions to manage payroll-related tasks.

2 . How do I add an employee to a pay schedule?

Navigate to the employee's profile and select the "Pay Schedule" section to assign them to the appropriate schedule.

 

3.Can I edit completed payments?

Once payments are completed, they cannot be edited. However, adjustments can be made in the next pay period if necessary.
 
 

4. How do I track benefits for employees?

All benefits details can be found in the "Benefits" section under the payroll module, where you can view and track each benefit provided.
 
 

5.What if I don’t see the HMRC submission options?

If the HMRC options are not visible, check your user permissions or contact your platform administrator to ensure you have access.