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 web
- Statutory Payments
- Import of Sick Pay information
Import of Sick Pay information
Updated by Karishma
There is the option to allow import of sick days and working patterns from a comma separated text file.
In the web version you will need to navigate to the Manage employees section of the system. From here click Batch tools and Import Sickness. [view article]
In the desktop version this is under system, import functions, and import sick days. There are seven import file formats supported.
The format must be indicated in the first line of the text file along with the start and end dates of the period for which the import applies.
Each import asks for a company and pay group to import for. If the pay group is left blank, all pay groups may be imported.
Working Days Import
Each line contains the employee reference and a string of characters. The character string must have the same number of characters as there are days in the date range. If the character is a Q then that day will be a working day, if it is a punctuation character (such as a full stop) it will be a non-working day. Spaces at either end of the character string are ignored.
QUAL,10/04/2024,23/04/2024
010001,.QQQQQ..QQQQQ.
010002,..QQQQQ..QQQQQ
Standard Days Import (NEW)
Each line contains the employee reference and a value for each day in the date range (as per the header). This will be how much of the day is scheduled to be worked, as a fraction of the normal working day length.
Typically, this will be used to allow half or quarter days e.g. a short Friday. Anything finer than that may be better measured in hours.
Each value should be comma separated.
STDDAYS,10/04/2024,30/04/2024
01000001,0,1.00,1.00,1.00,1.00,0.50,0,0,1.00,1.00,1.00,1.00,1.00,0,0,1.00,1.00,1.00,1.00,0.50,0
01000002,0,1.00,1.00,0,1.00,1.00,1.00,0,1.00,1.00,0,1.00,1.00,1.00,0,1.00,1.00,0,1.00,1.00,1.00
Standard Hours Import (NEW)
Each line contains the employee reference and a value for each day in the date range (as per the header). This will be the number of hours that are scheduled to be worked that date. Each value should be comma separated.
STDHOURS,10/03/2024,30/03/2024
01000001,0,7.50,7.50,7.50,7.50,3.75,0,0,7.50,7.50,7.50,7.50,7.50,0,0,7.50,7.50,7.50,7.50,7.50,0
01000002,0,7.50,7.50,0,7.50,7.50,7.50,0,7.50,7.50,0,7.50,7.50,7.50,0,7.50,7.50,0,7.50,7.50,7.50
Absence Days Import
This is similar to the qualifying days import but the string of characters is the sick days. Letters P, L, U, S and X may be used.
ABS,10/04/2024,23/04/2024
010001,..PPPPPLLU....
010002,..............
Absence length in days import (NEW)
This is similar to the absence days, however, instead of the absence codes, you are importing how much of each day the employee has been sick within the date range provided.
This import sets letter S initially so will typically be used with a CSP scheme calculating the payment codes.
N.B. The absence length for each day should not exceed the days standard length. In the example below, if the employee’s working pattern has 0.5 days where the absence is 0.5 days, the employee is sick all day.
ABSDAYS,10/04/2024,23/04/2024
01000047,,,1,1,0.5,1,1,1,0.5,1,,,,
01000053,,,,,,,,,,,,,,
Absence length in hours import (NEW)
This is similar to the absence length in days import, however, you are importing how many hours the employee has been sick on each day within the date range provided.
This import sets letter S initially so will typically be used with a CSP scheme calculating the payment codes.
N.B. The absence length for each day should not exceed the days standard length. In the example below, if the employee’s working pattern has 3.75 hours where the absence is 3.75 hours, the employee is sick all day.
ABSHOURS,10/04/2024,23/04/2024
01000047,,,7.50,7.50,3.75,7.50,7.50,7.50,3.75,7.50,,,,
01000053,,,,,,,,,,,,,,
Absence Period Import
This is slightly different in that it allows multiple lines per employee. Each line represents a period of continuous absence with a start and end date.
ABSPER,10/04/2024,23/04/2024
010001,12/04/2024,16/04/2024,P
010001,17/04/2024,18/04/2024,L
010001,19/04/2024,19/04/2024,U
In this case the date range specifies the days that may be cleared, for all employees in the selected department and pay group, before importing.