Automatic Payroll
 

Overview

The Automatic Payroll facility lets you authorise us to process your payrolls for you. (Similar to setting up an "Automatic Payment" authority with a bank).

Note: Automatic Payrolls are only suitable for small organisations where all staff are paid a standard salary every pay day, with no changes.

After activating Automatic Payroll, on the day that your payroll is usually transmitted to the bank, a payroll will be automatically Opened and Confirmed for you. Unless you cancel this payroll it will be debited from your bank account that afternoon and your staff will be paid overnight.

You don't have to do anything at all when using automatic payrolls, they are processed automatically according to the options on your Automatic Payroll page.

Requirements

To use Automatic Payroll your organisation must meet these requirements:-

  1. All people are paid a standard salary, with no changes from one pay to the next.
  2. You are using the Direct Debit Payment Method to process your payrolls.
  3. You have only a single payroll frequency (e.g. everyone is paid Weekly, you don't have people on different frequencies).

Set Up

Follow the instructions on your Automatic Payroll page. Note that Automatic Payroll will take effect from your next payroll. If you are processing a payroll you will have to confirm it as usual, and your next payroll will be processed automatically.

Making Changes

Personal Details, Standard Timesheets and other changes can be changed as required and the new information will be picked up in the next automatic payroll.

If a payroll is in the middle of being processed, you will have to cancel the payroll, make the necessary changes and then Confirm the payroll yourself. Payrolls will then be processed automatically from the next pay period.

Note that one-off changes, such as ad-hoc payments or new starts/final pays will either require running a one-off payroll or cancelling and reconfirming the payroll as above.

Leave Recording

Leave is always recorded on a person's timesheet, so leave must be recorded when the payroll is being processed. Cancel the payroll, make the necessary changes and then Confirm the payroll yourself.