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1.
Read through
these questions to find out how to do something. |
2.
Follow the links in each answer to go straight to the relevant page. |
| How do I...? |
Answer: |
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| Set up my own payroll? |
Follow the instructions in Register your own Payroll. |
| Find my way around this site? |
Have a look at our Navigation tips. |
| Change my password? |
See Password Change. |
| Get more help? |
Read our Help or
Contact Us. |
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| Pay some people? |
Follow the instructions in Open a new Payroll. |
| Pay Wages, Salary or Overtime to a person? |
Follow the instructions in Enter Timesheets
(See Timesheet Help for more details). |
| Remove payments or deductions from a persons pay? |
Select the person from the Enter Timesheets page.
Then select the item that you want to delete, and then press the 'Remove this Transaction' button. |
| Pay an allowance to a person? |
Follow the instructions in Enter Timesheets
(See Timesheet Help for more details). |
| Pay a person for Leave taken? |
Select the person's Timesheet
and then select the 'Leave History' link in their Personal File.
(Also see Annual or
Sick leave). |
| Pay the correct Annual Leave / Holiday Pay? |
Read more about Annual Leave and
Holiday Pay. |
| Make regular (recurring) deductions for a person? |
Select the person's Personal File and
then select the 'Standard Timesheet' link. |
| Make a one-off deduction for a person? |
Follow the instructions in Enter Timesheets
(See Timesheet Help for more details). |
| Do a Special / Out-of-Cycle or One-Off Payment? |
Go to the Open a new Payroll page and
select the One-Off Payroll option.
(See Special Pays Help). |
| Calculate a Final Pay? |
Select the person's Personal File and
then select the 'Final Pay' link. |
| Reinstate someone who left and has come back? |
Select the person's Personal File and
then select the 'Final Pay' link. |
| Add, Change or Remove a payment or deduction that is made every time someone is paid? |
Select the person's Personal File and
then select the 'Standard Timesheet' link. |
| Deduct Court Fines? |
Add a CRTS (Courts - Ministry of Justice) deduction to
the person's Standard Timesheet. |
| Deduct money owed to Work and Income? |
Add a WINZ (Work and Income) deduction to
the person's Standard Timesheet. |
| Deduct money owing to this organisation? |
Add a ORG (Angling Adventures (Demo)) deduction to
the person's Standard Timesheet. |
| Make a manual payment to a person? |
Use Enter Timesheets to calculate the pay as usual and
change the BANK transaction at the bottom of their timesheet to
CHEQUE (Cheque Pay or Manual Banking). |
| Get more help? |
Read our Payroll Help. |
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| Find a person's records? |
Go to the All Personal Files page. |
| Reinstate someone who left and has come back? |
Select the person's Personal File and
then select the 'Final Pay' link. |
| Add a new Person? |
Follow the instructions on the Add a new Person page. |
| Set up Leave for a Person? |
Follow the instructions on the Setting Up Leave page. |
| Get more help? |
Read our People Help. |
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| Complete my Deduction Form (IR 345)? |
Follow the instructions on the Submit Remittance page. |
| Complete my Monthly Return (IR 348 or ir-File)? |
Follow the instructions on the Monthly Schedule page. |
| Recover Overpayments from Inland Revenue? |
Follow the instructions on the Monthly Schedule page.
(an IR 344 form will be displayed if any overpayments have been recorded). |
| Deduct Tax Arrears as instructed by Inland Revenue? |
Add a TAXA (Tax Arrears) deduction to
the person's Standard Timesheet. |
| Correct someone's pay whose tax is wrong? |
Adjust the person's Timesheet as required.
(Negative quantities can be used if required). All tax details will be automatically adjusted
as required. (See Tax Overpayments Help). |
| Change someone's Tax Code, or give them a Special Tax Code? |
Change the person's Personal Details as required. |
| Change the tax that has been calculated for me? |
Select the person's Timesheet, select the 'PAYE' line
and enter the correct figure into the 'Rate' box.
(Note: In normal circumstances, this will never be necessary). |
| Correctly calculate tax for advances or final pays that cover more than one pay period? |
Select the person's Timesheet, select the 'PAYE' line
and enter the appropriate number of pays into the 'Quantity' box. |
| Get more help? |
Read our Tax Help. |
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| Find a Report containing the details I'm after? |
Look for it in your Report Library. |
| Download information to my computer? |
Select the appropriate Report from your Report Library
and then select either the 'Open in Excel' or the 'Open as Text' link. |
| Download information to my accounting program? |
View your GL Postings Report
and then select the 'Download GL Interface file' link in the report. |
| Print payslips in a particular sort order? |
See User Defined Field Help |
| Print a report from an old (historical) payroll? |
Display the Payroll History Report,
then select the appropriate "Reports" link from the right hand column.
This displays another page with links to Historical Payroll Reports. |
| Print a copy of an old payslip? |
Select the person's Personal File,
then select the 'Payroll History' link and then select the appropriate payslip link
from the person's history. |
| Report on Human Resource Information? |
Use Reporting Groups
to set up tables of Training Courses, Skills, Competencies, Ethnicity,
Employment Agreements or any other HR information. |
| Get more help? |
Read our Reporting Help. |
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| Set up a new Organisation? |
Follow the instructions in Your Own Payroll. |
| Set up Cost Centres and charge payments to cost centres? |
Follow the instructions in Costing Help. |
| Get a report or file to post into my Accounting program? |
Follow the instructions in Account Code Help. |
| Add a new type of Payment, Deduction or Leave type to my payroll? |
Follow the instructions in add a new
Payment,
Deduction or
Leave, respectively.
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| Get more help? |
Read our Set Up Help. |
