Getting Started With The Payroll Site |
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| This is your guide to setting up your account with The Payroll Site and calculating your first payroll. Pictures shown are screenshots from IE 6, with resolution 1024x768. The screen will appear slightly different on other systems.. | |||||||||||
Before you start your first payrollBefore you start your first payroll, you should
After logging in to the system you should see a screen like this:
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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 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 DetailsYou 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
Step 4 - Your first payroll runClick 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 When you have printed the payslips and are satisfied that they are correct,
click on 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 FinallyYou 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. |
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