Payroll (Cloud) (Shape)

Getting Started

• Acronyms and Keywords - Payroll
• Steps to Complete a Successful Pay Run

My Account

• Teams
• My Account Details

The Employee Portal

• The Employee Portal
• Manage The Employee Portal

Company Setup

• Employer Details
• Tax References
• Tax Settings
• Government Gateway
• Payment File Settings
• Employment Allowance

See all 7 articles

Migrating Payroll Software

• Opening Figures - Migrating
• Uploading the Employee File
• Migrating Employees from another Payroll System

Import Files

• Payment Import File
• Employee Import File Notes

Pay Run Settings

• Pay Run Frequency Configuration
• Multiple Pay Runs
• Week 53 Pay Run
• Annual pay frequency

Pensions

• Pension Letters
• Automatic Enrolment Guide
• Pensionable and Qualifying Earnings?
• Relief at source and Net pay arrangement Pension Schemes
• Automatic Enrolment
• Set up your Pension Scheme

See all 10 articles

Custom Fields

• Set up an analysis field
• See your Custom fields once set up

Employees

• Add an Employee - Overview
• How to change employee's tax code
• Editing Employee's Details
• National Insurance Category Letters

Starter

• Starter Wizard
• New Starter - With P45
• Use New Starter Checklist - No P45

Leavers

• End an Employment
• P45 Form

Directors

• Setting up a Director Payroll

Process Payroll

• Pay an employee
• Add an Employee to a Pension Scheme
• Remove an Employee Pension Scheme
• How to remove an employee from pay run
• How to reopen a pay run
• Edit a pay run in the previous tax year

See all 13 articles

Payments

• Statutory Payments
• Net to Gross Calculations- Grossing Up

Deductions

• Student and Postgraduate Loans Deductions
• Payroll Giving

HMRC Notices

• PAYE Notices - Overview
• Apply PAYE Notices
• Ignore a PAYE notice

Reports and Forms

• Pay Run Summary and Reports
• P11 Employee Report
• Year to Date Reports
• P32 Employer Payment Report

Payroll Journals

• Payroll Journals Overview
• Configure Xero Payroll Journals
• Configure Sage Payroll Journals
• Configure Blank Payroll Journals

RTI Submissions

• RTI Submissions
• EPS: Employer Payment Summary
• Send a correction - Create an additional FPS
• No Payment EPS
• Period of Inactivity EPS for future tax months
• Scheme Ceased EPS

See all 7 articles

HMRC Payments

• Paying HMRC - Further Guidance
• Your PAYE Liability

HMRC RTI Errors

• Authentication Failure. The supplied user credentials failed validation for the requested service (1046)
• The submission of this document has failed due to departmental specific business logic in the Body tag. The entry must be a valid UTR. Please check. (7816)
• The submission of this document has failed due to departmental specific business logic in the Body tag. This submission cannot be accepted as it does not fall within the eligible filing period (7806)

Year End

• Year End Questions
• Year End Guide
• How to force year end when pay runs still expected
• P60 Form

CIS

• Recording CIS Deductions

Stop Being An Employer

• Steps to Stop being an Employer