Payroll
Undo a payroll submission
Go to the Payroll Dashboard, go to Filing Management on the left menu and click on the Undo button for the chosen RTIs that have already been submitted. Go back to the Payroll Dashboard, click on the Undo Last Payroll button, make any necessary ...
Opting employees out of pensions
1. Go to the Payroll dashboard, locate the employee within the employee list, click on the three vertical dots to the right and select Edit. Go to Auto Enrolment, select Opt Out within the Status field, enter the correct date within the Opt Out Date ...
Producing a P45 for a leaver
1. Go to the Payroll dashboard, locate the employee within the employee list, click on the three dots to right and then select Leaver. Enter a leave date for this employee in the Employee Leave Date pop up and then click Save. You will then need to ...
How to file a P11D
1. Go to the Payroll dashboard, go to Filing Management on the left hand menu and then select P11D from the drop down menu. Select the P11Db by ticking the box on the left, add any notes if necessary and then click on the Submit button. You will also ...
Entering information for a P11D
1. Go to the Payroll dashboard, click on three vertical dots to the right of the employee’s name you wish to do this for within the employee list and the select Edit. 2. Then go to Expenses and Benefits and populate any information in the relevant ...
Enabling a P11D
Go to the Payroll dashboard, click on Edit Company, go to the Company Details section under Payroll Details and select Yes for P11D. Once this has been selected, click Save.
Filing pension contributions
1. Go to the Payroll dashboard, go to Filing Management on the left hand menu and then select the Pension option from the drop down menu. Select the contributions by ticking the box to the left, add any notes if necessary and then click the Submit to ...
Submitting an RTI
Go to the Payroll dashboard, go to Filing Management on the left hand menu and then select all the submissions that currently have a ‘Pending’ status by ticking the box to the left. If the submission is late then select a reason within the Select ...
Filing CIS suffered to HMRC
Linking CIS deductions to Payroll: 1. Go to the Payroll dashboard, click on the Edit Company button ad then go to the Company Details section under Payroll Details and then select Yes for the Registered for CIS field. 2. Select either Link (link ...
Manually running a payroll
Go to the Payroll dashboard, click on the Run Payroll button and then select how the payslips will be sent out via the Send Payslips drop down menu. You can make any adjustments to an employee’s pay by clicking on the pencil icon to the right and ...
Adding Additions and Deductions for an employee
1. Go to the Payroll dashboard, locate the employee within the employee list, click on the three vertical dots to the right and select Additions/Deductions. 2. Select either the Addition or the Deduction option, populate the fields with the relevant ...
Processing pay for employees
1. Go to the Payroll dashboard, locate the employee on the employee list, click on the three vertical dots to the right and select Process Pay. 2. You can Edit the basic salary for a specific employee, apply this to future payrolls if necessary, ...
Payroll reports
Go to the Payroll dashboard, click on Reports and within the Payroll Reports page there will be Employee related reports and Company related reports to select from. You will also be able to select and view any previous reports generated by changing ...
Leave management
Setting up leave management: Go to the Payroll dashboard, click on Edit Company and then go to the Common Contractual Terms section under General Terms. Populate the relevant fields and click Save. Editing leave terms for an employee: Go to the ...
RTI Submission ID
When you set up a new employee in Payroll, you should enter their Real Time Information (RTI) ID. This is used to capture the unique employee reference for your company, which is included in your submissions to HMRC. If you’re transferring from ...
Opening Balances
Opening Balances at company level: Go to the Payroll dashboard, click on the Edit Company button and then go to the Opening Balances section. Enter any opening balance amount in the relevant field and click Save. Opening Balances at employee level: ...
Setting a password to protect PDFs
1. Go to the Payroll dashboard, click on the Edit Company button, go to the Payroll Settings section under Payroll Details. Select from the Password Protection drop down options, click Save and this will be applicable when accessing a payslip, ...
Enabling Automatic Payroll
The Automatic Payroll function allows you to schedule and automatically run the payroll for your clients without you having to manually do so. For director only payrolls where the directors are paid below the national insurance threshold you can ...
Creating a payroll login for employer access
1. Go to the Agent dashboard, click on the + icon at he top of the page, select New User and then select Business. 2. Enter the email of the Employer, ensure that the User Status has been marked as Active, tick the checkbox next to Payroll and ...
Creating portal access for an employee
1. Go to the Payroll dashboard, locate which employee you wish to do this for, click on the three vertical dots to the right and then select Edit. Go to the Personal Details section under Employee Details and enter a valid email address within the ...
Adding a new employee
1. Go to the Payroll dashboard, click on the New Employee button, populate the relevant fields in the Personal Details, Mandatory Payroll Information and Pay Details section under Employee Details and then click Save. 2. Populate the relevant fields ...
Adding employees to a pension scheme
1. To add employees to the pension scheme, click on the three vertical dots to the right of the employee name, select Edit and then go to the Auto Enrolment section. Populate all mandatory fields within this page, click Save and this will then ...
Linking an existing pension scheme
This is the process of linking an already existing scheme that the client in question and any of their employees are already enrolled on which will then allow the software to calculate the correct pension contributions for each employee that is ...
Manually adding a pension scheme
This is the process of manually adding the existing pension scheme the client in question is already set up with on to Nomisma which will then allow the software to calculate the correct pension contributions for each employee that is enrolled. ...
Activating the pension for a client
1. Go to the Payroll dashboard, click on the Edit Company button and then go to the Payroll Meeting section under Payroll Details. Locate the Company Pension field where you will need to select Yes. 2. You will be taken to a Pension Details page ...
Allowances and Schemes
Setting up Allowances and Schemes: 1. Go to the Payroll dashboard, click on the Edit Company button and then go to the Allowances and Schemes section under Payroll Details. 2. Select which Allowance or Scheme by selecting the Yes option to the ...
Adding a company’s main and additional contacts
1. Go to the Payroll dashboard, click on the Edit Company button and then go to the Contact Details section under Information. Populate the details for whom you wish to make the main contact in the relevant fields and then click the Add Contact ...
Contractual terms
You are able to set up the contractual terms at a company level which will be the common contractual terms that this employer provides and also set up any individual contractual terms that an employee may have agreed with their an employer. Setting ...
Setting up Payroll frequencies
You are able to set up payroll frequencies first at a company level (this is the company standard an employer offers it’s employees) and can then be further broken down to an individual employee level (for employees who are on different payroll ...
Tax Payment summary
The Tax Payment section will allow you manually enter any relevant information that is to be submitted to HMRC in relation to the clients payroll. Features within the Tax Payment section: HMRC Payments Made (manually enter the amount that has ...
Payment Management
Payment management is a feature where you can record the payments you make to HMRC and can be viewed in a P32 report that is updated in real-time in accordance to the payments made to HMRC. To enable Payment Management: Go to the Payroll dashboard, ...
How to select payslip templates
Click on the Edit Company button on the Payroll dashboard, go to the Payroll Settings section under Payroll Details and then locate the Payslip Template field. Then select from the two options available: the blue payslip template or the ...
How to link a company’s Payroll to the Bookkeeping module
If you have activated the Payroll module via the clients Bookkeeping module, then the link between the two modules will have already been established. 1. Go to the Payroll dashboard, click on Edit Company and go to the Payroll Details section. There ...