Payroll user guides
Payroll desktop
Release v2.52
COVID-19 changes to SSP
Class 1A NI contributions
CEO Pay reporting
Termination awards
New rules for low-emission cars
Hours and Days in Payroll
Employment Allowance changes
Parental Bereavement Pay
History generation for Pensions and Pay groups
IR35 Working rules
Holiday pay calculation changes
Changes to Pension re-enrolment
Printer names on RDP
Plain Paper P45s
Release v2.56
2.56 Release Report
Payroll version 2.56 Upgrade Instructions
Health and Social Care Levy message on the payslip
Support for the Alabaster ruling
Automatic recalculation of SMP,SPP etc
New NI Letters for freeports and veterans
HMRC gateway password saving
Release v2.58
Release v.2.61
Rolled up holiday pay for irregular hours and part-year workers
Statutory Paternity Pay (SPP) legislative update
Company Sick Pay (CSP)
Diary Changes for CSP
Working Patterns
Year End Guides
OVERVIEW - Payroll desktop version 2.58
DOC A - Payroll 2.58 Upgrade Instructions
DOC B - Payroll 2.58 Upgrade notes
DOC C - Copy Year-End Instructions v2.58
DOC D - Payroll v2.58 RTI Year-End Procedure
Functionality
Adding a New Pay Element
Pay Rises
Modifying Custom Reports
Company and Employee Audit Trail
Maintaining Users and User Profiles
Automatic Pension Re-enrolment
Maintaining Elements and Relationships
Change NI Table Letter
Loans and Save Schemes
Adding additional fields to payslips
Maintaining Display Views
Viewing RTI Submissions
Standard (STD) and Live Pay Period fields
Average Holiday Pay
Changing Pay Groups
Elements of Pay
Errors and Troubleshooting
Payroll web
Manage Employees
Creating an Employee
Editing an Employee’s details
Viewing an employee’s payslips
Making an Employee a Leaver
Printing Employee P45s
Emailing Employee P45s
Change Employee NI Letter
Running Payroll
Starting a Payroll Cycle
Edit Pay Elements
Benefits
Cost Breakdown
Run Checks
Emailing Payslips (as part of running a payroll)
BACS/RTI
View Summary and close payroll
Restart Payroll cycle
Adding and Removing Employees from Payroll
Statutory Payments
Statutory Payments
Statutory Maternity Pay (SMP)
Statutory Sick Pay
Import Sickness
Company Sick Pay (CSP) web functionality
Statutory Paternity Pay (SPP)
Import of Sick Pay information
HMRC Messages
Month End
Permissions
General System Use
Reporting
Emailing in the web application
Importing Data
Backing up Data in Payroll
Product Hub
Release notes
Release 5.8
Release 5.7
04/07/2024 Payroll web 5.6 - desktop 2.61.4 release
16/04/2024 - Payroll - desktop v2.61.3.1 hotfix
OneAdvanced Payroll desktop version 2.61.3
Payroll - Year End - desktop v2.61.1 web v5.4 Release Report
Payroll: desktop version 2.58.2
Payroll desktop version 2.58
Payroll: web version 5.3
Payroll: desktop version 2.56.2
Payroll: desktop version 2.56.3
Payroll: web version 5.2
Year End Activities
Year-End Overview
Upgrading your system
Backing up your data
Running the installation program
Converting data directories that are not under the WINPAY directory
End of year overview (formerly RTI year-end procedure)
Last submission of the year
Print RTI amendments
Linked Companies
Year-end procedure
Update all payrolls and run check report
Copy year-end data instructions
EPS and final payments to HMRC
Print P60s
Starting the new tax year
Company year-end
Employee year-end
How to correct for a previous year
Clearing historical data (optional)
Scenarios
- All Categories
- Year End Activities
- Running the installation program
Running the installation program
Updated by Karishma
Before continuing, ensure your data is backed up and that no users are logged into Payroll.
Download the new version (the link to this will have been provided in the release email), copy the zip file to a PC where you can currently run Payroll, extract the zip file into a new folder, and run the AdvancedPayrollInstaller program.
Firstly, the program will check that Payroll is not running on the PC that is doing the upgrade. The following error message will display if Payroll is open:
If this happens, press OK to abort the installation. At this stage, you will need to ensure that nobody is using Payroll and everyone has logged off the system. Following that, you will need to back up Payroll once again, as described in Backing up your Data, since your previous backup will not have been complete while other users were still logged onto the system. Return to this document from the top once this has been completed.
If you did not receive this message, then you are able to continue the installation. The following license screen will appear:
Click I agree to continue, and you will be shown a screen that allows you to choose the installation type.
By default, this screen will select Upgrade and confirm your Payroll installation details. You should not change this. Click Next to continue.
The Payroll files will now be upgraded. If anyone is using Payroll this will block the upgrade and again the following message will display:
If this happens, press OK to abort the installation. At this stage, you will need to ensure that nobody is using Payroll and everyone has logged off the system. Following that, you will need to back up Payroll once again, as described here, since your previous backup will not have been complete while other users were still logged onto the system. Return to this page from the top once this has been completed.
If you did not receive this message, the Payroll files are updated then the following screen will appear:
Click the OK button to convert the data. An information screen with Conversion complete will display once the process is finished. Click OK to continue. This process may repeat several times, until every directory has been successfully updated to version 2.61. If that is the case, simply repeat until the following screen appears:
If you are in any doubt as to the status of the upgrade, or any messages unfamiliar to you appear that are not listed in this document, please contact OneAdvanced Support.
To go to the instructions on preparing the system to process the new tax year click here.