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

Navigating to Payroll Settings in Admin

 Summary

Payroll Settings is where administrators set up and manage payroll for the company and its locations before processing a pay run. Open Payroll Settings from Admin > Payroll, where payroll locations are displayed as cards.

Pay runs are processed separately from Company Money.

In this article

  • Before you begin
  • Setting up Payroll Settings in Admin
  • Navigating to Payroll Settings in Admin
  • What you will see
  • Frequently Asked Questions (FAQ)

Before you begin

You must have an active Payroll add-on to access and use Payroll features.

Payroll must be included in your organisation’s contract. Payroll is displayed under Admin only when the Payroll add-on is active.

You also need the Admin Payroll page permission.

If you do not have the required access, you will not see Payroll under Admin.

Setting up Payroll Settings in Admin

Use Payroll Settings to add and manage payroll locations.

After adding a location, open it to configure:

  • HMRC
  • Schedules
  • Pay codes
  • Document settings
  • Audit
  • Banking

Do not process pay runs from Payroll Settings.

After the payroll location and pay schedule are Active, use Company Money to start and continue pay runs.

Navigating to Payroll Settings in Admin

Log in to Plumm.

From the main menu, select Admin.

Select Payroll.

The page title is Payroll, while the inner menu title is Admin.

This page displays the company’s Payroll Settings. It is separate from Company Money.

What you will see

The Payroll page displays payroll locations as cards.

Search

Use Search to find a payroll location.

The placeholder is Search.

Search filters the cards using:

  • Location name
  • Status text displayed on the card

Add Payroll

Add Payroll is displayed only when you have Add Payroll permission.

Select Add Payroll to open the Add Payroll modal.

Location cards

Each payroll location card displays:

  • Location name
  • Status
  • Payroll Owner

Active

An Active payroll location can be opened when you have View Payroll permission.

Select an Active card to open Manage Payroll.

inactive

An inactive payroll location cannot be opened.

If you have Update Payroll Status permission, open the three-dot menu (⋮) and select Reactivate.

Three-dot menu (⋮)

Each location card has a three-dot menu.

Depending on the location status and your permissions, the menu can include actions to:

  • View
  • Edit
  • Make a payroll inactive
  • Reactivate a payroll

See Add a New Payroll Location for more information.

Empty list

If there are no payroll locations, Plumm displays:

Nothing to show here yet.

Frequently Asked Questions (FAQ)

  • Why is Payroll missing under Admin?
    You must have an active Payroll add-on and the Admin Payroll page permission. Without the required access, Payroll is not displayed under Admin.
  • Is this the same as Company Money?
    No. Payroll Settings in Admin is used to set up and manage payroll. Company Money is where you process pay runs after the payroll location and schedule have been set up.
  • Can I bookmark the page?
    Yes.
  • What permission do I need to open a location?
    You need View Payroll permission. Without it, Active location cards are not clickable, although you may still be able to see the list.
  • Why can I not open some cards?
    The payroll locations are inactive. Inactive cards cannot be opened. If you have Update Payroll Status permission, use the three-dot menu and select Reactivate.
  • Can I search by Payroll Owner?
    No. Search uses the location name and status text displayed on the card.