If you are switching to our payroll from a manual system or another software package part way through the tax year you will need to migrate your existing employees on to our system.
Process the employees pay on our system for the whole year (this will mean setting the date back and repeating the pay runs already done on the previous software or manually).
To add this employee go to Employee on the tasking zone and click on Add new Employee. Before you begin please read our notes regarding how to add a new employee. There are three steps to adding new employee details.
Step 1: Personal details: Enter the employee's personal details on this screen. Please note the following when you enter the details:
Step 2: NI & Tax Details: Enter the Employee's 'Employee PAYE Tax Code Details'.
Step 3: Pension: Here you add employee's current pension status. Select the appropriate option 'Yes' or 'No' whether employee is subject to Auto Enrolment Pension. If the Employee is qualified enter the AE pension details and the AE start date.
Step 4: Optional details: Enter the employee's emergency details and bank details and click on Continue. Your new employee details will now be added to the payroll.
Step 5 : Upload Photo: Here you can upload employee's photograph and click on Finish. Your new employee details will now be added to the payroll.To view / edit the employee details you just entered click on View / Edit Employee details under Employee on the tasking zone.
|Road Map - Add new Employee 'Migration'
Employee -> Add new Employee - > Employee Personal Details -> Employee PAYE Tax Code Details -> Pension Details -> Employee's Emergency Details and Bank Details -> Finish button
( 'Employee' is the button positioned in the tasking zone menu at the top. It is the second button from the left)