Monthly Pay
Employees can be paid on a weekly/ monthly/ Fortnightly etc basis. The payroll frequencies are run independent of each other so each so that the user can process specific listing of employees on a weekly basis and a separate listing on a monthly/ fortnightly basis, the employees must be set up within the relevant weekly or monthly frequency.
To access the payroll frequency click on Payroll
Once the payment frequency has been selected the Employee must be set up see "Add New Employee"
To access this utility go to Payslips > Double click Employee in Monthly Pay
1) Double Click on Employees Name.
2) If an employee is paid a Monthly pay, ensure basic pay entered is correctly
3) If an employee is paid by the hour, please ensure the hourly rate (amend if necessary) is correct.
4) To Add additional hourly rates click the Add button
5) Enter the Hours and the Rate of Pay
The Workings of the payslip for the selected employee will be shown on the right hand side.
ADDITIONS & DEDUCTIONS
Input or amend additions and/or deductions - Go to Payroll > Double click Employee
Taxable/ Non-taxable Additions
1) Under Additions click the Add Button.
2) Select the type of Addition (bonus, commission, expenses etc)
3) Enter the Amount on the right hand side.
4) If this is a once off addition, the system will remove it automatically.
5) If you wish to keep the taxable addition click the Edit Button and tick Repeat until manually removed
or select a date you want the addition to stop.
Pensions
Before applying a pension to an employee you will first need to add in the pension scheme, see the “Pensions” help file for more information on setting up pension schemes.
Input a Pension - Go to Payroll > Double click Employee
ENTER A PENSION DEDUCTION BY AMOUNT:
1) Under Deductions click Add
2) Select Pensions as the deduction.
3) From the Drop down, select the pension type which has been previously set up.
4) Enter amount for employee's contribution in the box provided
5) Enter amount for employer's contribution in the box provided
6) The total amount entered will be deducted from the employees weekly, fortnightly or monthly gross pay as appropriate.
ENTER A PERCENTAGE PENSION:
1) Under Deductions click Add
2) Select Pensions as the deduction.
3) From the Drop down, select the pension type.
4) Enter amount for employee's contribution in the box provided
5) Enter amount for employer's contribution in the box provided
6) The total amount entered will be deducted from the employees weekly, fortnightly or monthly gross pay as appropriate.
7) To apply a percentage basis click the drop down (beside the amount) and select %
8) Enter the % amount in the Box provided.
Payroll Giving
Payroll Giving is a simple, tax effective way to give to charity directly from an employees pay.
For more information on payroll giving please see the “Payroll Giving” help file
To enter Payroll Giving go to Payroll>
1) Double click on the Employee
2) Under Deductions select Add
3) Select Payroll Giving
4) Enter amount of Payroll Giving to be deducted and enter the amount on the right hand side
5) Click the Edit icon to set the repetition for the payroll giving or to delete it from the employees records.
Deductions
To enter Allow/ Non-Allowable Deductions go to Payroll>
1) Double click on the Employee
2) Under Deductions select Add icon
3) Select Other
4) Select type of Deduction (deduct before tax, Nic & Pension or deduct after tax, Nic etc)
5) Enter amount of the deduction on the right hand side
6) Click the Edit icon to set the repetition for the Deduction or to delete it from the employees records.
FINALISE PAYSLIPS
Before proceeding, it is important to ensure that the payroll details entered for each employee are correct. This utility will process those payments for all selected employees for this pay period.
1) Click Payroll
2) Click Finalise Payslips
3) Un-tick any employees you do not wish to include in this pay period. The payroll can be run for that employee
alone for that period if needs be at a later date.
4) Your “Pay Date” will automatically show, it will be whatever you have defined it as, e.g. Last day on the month,
specific date. The following month the payroll with automatically take the pay date as your specified pay date.
5) Click OK to finalise the payroll.
