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
- Payroll user guides
- Payroll desktop
- Release v.2.61
- Diary Changes for CSP
Diary Changes for CSP
Updated by Karishma
As part of the Company sick pay (CSP) scheme functionality, some diary improvements have been implemented.
As before, edits to the diary on modify employee details save the changes exactly as entered whereas edits via enter payroll details trigger any required calculations and show the results straight away.
CSP codes can now be recalculated so to display these correctly during an open payroll cycle edits must be done using enter payroll details. Modify employee details can still be used to enter sickness outside of a payroll cycle. The correct CSP codes will then be calculated during the next open payroll.
As well as the codes that are used to denote the type of sick day (as per the key below) we have also added inputs for Sick time and Standard time.
New options on diary:
Sick time is the amount in days or hours the employee is sick. Unless overridden this will default to a full day based on the Standard time.
Standard time is the amount in days or hours the employee was due to work. This pulls through from the working pattern but can be edited.
Double clicking in a day allows you to enter all info for that day in one screen.
The Unit for time will default to days or hours as specified in the CSP scheme settings. This can be overridden in unusual circumstances.
If a part day sickness is required, the sick days or hours can be specified. If you need to undo this, the Set from standard button reverts the sick days or hours to the standard time.
Where an employee’s work pattern has days where they work a shorter day than normal the reduced time will show in the Standard hours and Standard days fields. Again, these can be overridden here. The Normal daily hours are shown to make these days easier to manage.
Within Open-ended sickness (opened via the Ongoing sick button) there are several new fields that have been added to handle part day sickness on the start or end dates. Essentially if the start or end date of the absence of sick is part worked then these new options should be used if entering as part of the Open-ended sickness functionality.
Once the start and end dates have been entered you are able to select the Part day at start of sick period and Part day at end of sick period check boxes, which will then allow entry into the Days/Hours sick on start day and Days/Hours sick on end day entry boxes.
A new code for SSP has been added for part day sickness. Any part days entered into the diary will calculate a code of Z automatically.
We have improved the CSP codes so that the system can calculate the days rather than relying on them to be entered by either import or manually by the user.
- S code is used much in the same way as SSP; when sickness is entered but not yet calculated
- Codes W, P, L and U can now be calculated using rules set up in the CSP scheme.
- W is a waiting day as set in the company sick pay scheme settings.
- P and L still pay the higher and lower rates respectively
- U is used where an employee has used up their company sick pay allowance and so for CSP it is classified as an unpaid day.
- N and F are used for non-working days. If code S is entered on a non-working day it will still be calculated to N. If a sickness period is entered adjacent to any non-working day(s) the scheme may be set up to automatically extend the sickness onto those days in which case they will calculate to F
- O is manually entered when the day is paid using the CSP scheme’s Other sick pay rate. (This rate doesn’t impact their company sick pay allowance.)
- X is a manual override to indicate that the employee was absent, but the sickness has not been confirmed yet.
- E is a manual override to indicate that the sickness is excluded from the sick pay processing.
There is a new export option on both SSP and CSP diary. This will export the diary for that employee as a .txt file.