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

Manage Payroll

Summary

Managing payroll involves updating employee tax details, setting payment schedules, defining pay codes, configuring system settings, and generating audit trails. This ensures smooth payroll processing and compliance with regulations.

In this article

  • Before you begin
  • Step 1: Update HMRC Details
  • Step 2: Set Payroll Schedule
  • Step 3: Define Pay Codes
  • Step 4: Configure Payroll Settings
  • Step 5: Generate Payroll Audit
  •  Frequently Asked Questions (FAQ)

Before you begin

To manage payroll, you must have administrative access to the payroll section in Plumm HR and be authorized to make changes to tax codes, schedules, and other payroll-related settings.

Step 1. Update HMRC Details

  1. Go to the Payroll section in your Plumm HR dashboard.
  2. Select “HMRC Details” from the menu.
  3. Enter or verify the employee’s tax code, National Insurance (NI) number, and PAYE reference details.
  4. Save any changes made.

Step 2. Set Payroll Schedule

  1. Go to the Payroll > Schedule tab.
  2. Select the frequency of your payroll (e.g., weekly, monthly).
  3. Input the payment date for each payroll period.
  4. Save the schedule settings.

Step 3. Define Pay Codes

  1. Navigate to the Payroll > Pay Codes section.
  2. List all the relevant pay codes used by your organisation (e.g., Basic Pay, Overtime, Bonus, Deductions).
  3. For each pay code, input the corresponding amounts for each employee.
  4. Save the changes.

Step 4. Configure Payroll Settings

  1. Go to the Payroll > Settings menu.
  2. Review the tax calculation methods (e.g., cumulative, week 1/month 1).
  3. Set up pension contributions and any other applicable benefits or deductions.
  4. Ensure that any special payroll rules (such as overtime rules) are configured.
  5. Save your settings.

Step 5. Generate Payroll Audit

  1. Go to the Payroll > Audit section.
  2. Select the relevant payroll period.
  3. Generate the audit trail to show changes made during the payroll process, including who made them and when.
  4. Review and export the audit trail for compliance purposes.

Frequently Asked Questions (FAQ)

1.What is the payroll schedule?

 The payroll schedule defines how often employees are paid (e.g., weekly, monthly). It includes the payment dates for each payroll period.
 

2. What are pay codes?

Pay codes are categories used to classify different types of payments or deductions (e.g., basic pay, bonuses, overtime, tax deductions).

3.Who can manage payroll?

 Only users with administrative access to payroll settings in Plumm HR can update payroll details, set schedules, and generate audits.
 
 

4.How do I generate a payroll audit?

You can generate a payroll audit from the Payroll > Audit section, where you can review changes made during the payroll process, including user actions and timestamps.

5.Can I edit payroll settings after they’ve been saved?

Yes, you can update payroll settings at any time, including pay codes, schedules, and tax settings, as long as you have the necessary permissions.