Difference between revisions of "Getting started - Payroll"
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The following article explains how to get started with our {{PR}} module. | The following article explains how to get started with our {{PR}} module. | ||
| − | == Initial Payroll setup == | + | == More Information == |
| − | When | + | === Initial Payroll setup === |
| + | When {{PR}} is first installed there are a few details that need to be entered to ensure the system is working correctly. | ||
| − | === Entering your Government Gateway Information === | + | ==== Entering your Government Gateway Information ==== |
| − | To allow the system to submit the Payroll information to HMRC, your Government Gateway information needs to be entered. Click [[Setting the | + | To allow the system to submit the Payroll information to HMRC under RTI, your Government Gateway information needs to be entered. Click [[Setting the government gateway credentials|here]] for an article on how to enter this. |
| − | === Setting up Payment Defaults === | + | ==== Setting up Payment Defaults ==== |
| − | To make setting up your employees easier it is important to enter the correct Payment Details on the system so they get stamped on the employees you create. Clicking [[How do I | + | To make setting up your employees easier it is important to enter the correct Payment Details on the system so they get stamped on the employees you create. Clicking [[How do I set up employee payment defaults?|here]] will take you to a page with help on how to do this. |
| − | === | + | ==== Setting up a Pension Scheme ==== |
| − | + | You should already have subscribed to an Auto Enrolment scheme and may offer your own scheme. [[How do I set up a pension scheme in Platinum Payroll?|This]] article explains how to enter the correct information. Contact your pension provider for advice if you are unsure of the specifics for the scheme you are using. | |
| − | == | + | ==== Getting up General Payroll Settings ==== |
| − | + | The final part of the background setup is to set up your Tax Office, PAYE and Corporation Tax or Self Assessment reference details in the system. Clicking [[How do I set my company HMRC details?|here]] will help you with this. | |
| − | == Setting up | + | === Setting up Adjustments/Attachments to Pay === |
| − | + | You should enter any specific pay adjustments for your company e.g. Nights Out, Bonus, Sales Ledger Deductions. Also any attachments of earnings e.g. Student Loans. | |
| − | + | See [[How do I set up payroll adjustments?]] and [[How do I set up payroll attachments?]]. | |
| − | |||
| − | {{KB_Tags| | + | === Setting up Departments === |
| − | {{ | + | Before setting up any employees in the next step you may want to set up separate departments in your company. This helps when running reports should you ever need to split the figures in this way. Clicking [[How do I create a department in Platinum Payroll?|here]] will take you to a page to help with this. |
| + | |||
| + | === Setting up Employees === | ||
| + | Setting up employees in Platinum is a straightforward exercise and once done, many of the payroll details will be filled in automatically making running your payroll periods simple. Clicking [[How do I create an employee in the payroll?|here]] will help with creating your staff. | ||
| + | |||
| + | === Running Your First Payroll Period === | ||
| + | Once all the setup is done you are ready to ready to run your payroll. [[How do I run a payroll period?|This]] article explains how to do so. | ||
| + | |||
| + | == See also == | ||
| + | * [[How do I run a payroll period?]] | ||
| + | * [[Setting the government gateway credentials]] | ||
| + | * [[How do I set up employee payment defaults?]] | ||
| + | * [[How do I set my company HMRC details?]] | ||
| + | * [[How do I create a department in Platinum Payroll?]] | ||
| + | * [[How do I create an employee in the payroll?]] | ||
| + | * [[Overview of standard payroll reports]] | ||
| + | |||
| + | {{KB_Tags|get, start, getting, started, getting started, payroll, wages, salaries}} | ||
| + | {{GStart}}{{KB_PR}} | ||
Latest revision as of 06:29, 15 March 2022
Contents
Summary
The following article explains how to get started with our Payroll module.
More Information
Initial Payroll setup
When Payroll is first installed there are a few details that need to be entered to ensure the system is working correctly.
Entering your Government Gateway Information
To allow the system to submit the Payroll information to HMRC under RTI, your Government Gateway information needs to be entered. Click here for an article on how to enter this.
Setting up Payment Defaults
To make setting up your employees easier it is important to enter the correct Payment Details on the system so they get stamped on the employees you create. Clicking here will take you to a page with help on how to do this.
Setting up a Pension Scheme
You should already have subscribed to an Auto Enrolment scheme and may offer your own scheme. This article explains how to enter the correct information. Contact your pension provider for advice if you are unsure of the specifics for the scheme you are using.
Getting up General Payroll Settings
The final part of the background setup is to set up your Tax Office, PAYE and Corporation Tax or Self Assessment reference details in the system. Clicking here will help you with this.
Setting up Adjustments/Attachments to Pay
You should enter any specific pay adjustments for your company e.g. Nights Out, Bonus, Sales Ledger Deductions. Also any attachments of earnings e.g. Student Loans.
See How do I set up payroll adjustments? and How do I set up payroll attachments?.
Setting up Departments
Before setting up any employees in the next step you may want to set up separate departments in your company. This helps when running reports should you ever need to split the figures in this way. Clicking here will take you to a page to help with this.
Setting up Employees
Setting up employees in Platinum is a straightforward exercise and once done, many of the payroll details will be filled in automatically making running your payroll periods simple. Clicking here will help with creating your staff.
Running Your First Payroll Period
Once all the setup is done you are ready to ready to run your payroll. This article explains how to do so.
See also
- How do I run a payroll period?
- Setting the government gateway credentials
- How do I set up employee payment defaults?
- How do I set my company HMRC details?
- How do I create a department in Platinum Payroll?
- How do I create an employee in the payroll?
- Overview of standard payroll reports
