Getting Started With The Payroll Site
Before you start your first payroll
Before you start your first payroll, you should
- If you are not registed with HMRC as an employer, call 0845 6070143 to register.
- Open an account with the payroll site.
- Log in to the system.
- Gather details of your employees and their pay, tax and NICs for the tax year to date (i.e. since 6th April).
After logging in to the system you should see a screen like this:
Step 1 - Employer Details (Optional)
This step allows you to enter the name and address of the employer, as it will appear on the payslip. You can also tell the system if you pay your tax to HM Revenue & Customs quarterly. If these things are not important to you at this time, you can skip this step and do it later.
Click on the [Employer] option
Click the 
button.
You can now click and type your details into the form. When you click on a field, the Help box will automatically give you guidance on filling in that field.
When you have finished entering details, don't forget to click 
Step 2 - Employee Details
You must add employees to the system before you can calculate their pay and tax. You may wish to add all of your employees or just try the system with one at first. If you make a mistake, you can delete the employee and start again.
Click on the [Add Employee] option
Initially, the employee details should be mostly blank. You can click and type your details into the form. When you click on a field, the Help box will automatically change to give you guidance on filling in that field. The fields outlined in red are compulsory and must be entered. The other fields should be checked and altered if necessary
When you have finished entering details, don't forget to click 
To add more than one employee, simply repeat this step.
Step 3 - Employees Paid using another payroll system (Optional)
If your employees have already been paid this tax year (from 6th April) via another payroll provider, you will need to enter details of their wages, tax and NICs. If they have not been paid via another payroll service, you can skip this step.
Click on the [Pay Employees] option and then on 
Enter the details of the first time the employees were paid in
this tax year (from 6th April). Set the Salary to the total pay
in that period. Set Period End and Pay Date to the end of that pay
period. |
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|
Click  |
 |
| Check the Income Tax, Employer's NIC and Employee's NIC. These may differ from the payslip figures calculated using your previous payroll software for reasons that are explained in our Frequently Asked Questions List. |
If the figures need to be altered, click the 
button, change the figures and then click |
Once you are happy that the figures are correct, click  |
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Repeat these steps for the next pay period, until the pay is up to date. |
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You are now ready to proceed to the next step. |
Step 4 - Your first payroll run
Click on the [Pay Employees] option and then on .
If you want to exclude some employees from the payrun, uncheck the checkbox in the 'Pay?' column.
Set the Pay Date, Salary and other columns as necessary.
Click on
Check that the information appears to be correct.
To view a payslip, click in the 'View Payslip' column.
The payslip can be printed by clicking 
.
Click 
to return
to the Deductions Summary page.
When you have printed the payslips and are satisfied that they are correct,
click on
on the Deductions Summary page.
Once you have confirmed the payments, you can still reprint payslips
or even delete the payments. To do this, click on the employee's name
in the OPTIONS list and then on the Working Sheet tab. This page contains
links to all past payslips and an option to 
.
Finally
You have completed your first online pay run with the Payroll Site. There are other features within the Payroll Site which you are free to explore. There is a Comments section online within the Preferences option and we would appreciate any feedback you may wish to give us about any aspect of The Payroll Site.