Update an employee's Payroll tab

As an administrator of Payroll, the default security permissions allow you to view, create, modify and delete records within Payroll.

You can enter and edit employees' payroll information using the Payroll tab in My Details.

Consider creating any Payments, Deductions and Pay Types before updating an employee's Payroll tab. You must have either Set Rights or Payroll Admin/Pay Elements permissions to carry this out. You must also have View and Create permissions selected to update the Payroll tab.

Use this table to complete the fields shown on screen:

Field Description
Payroll Number Enter the employee's payroll number.
Pay Type
Choose an option from the list.

 

This field syncs with Staffology Payroll, providing you have the integration set up. See Get started with the Staffology Payroll integration
 
NI Number Enter the employee's National Insurance number.
NI Code
Select an option from the list.

 

For more information on NI codes, refer to National Insurance and categories (opens in a new window) External website.
Veteran's First Civilian Employment
For employees who are members of a Contracted-out Salary Related (COSR) pension scheme.

 

Use this field for veterans who qualify for a reduction in Employer National Insurance for their first year of civilian employment.

 

The date must be the same as or before the employee’s Cont. Service Date.

 

Enter the date in a dd/mm/yyyy format.
Working in Freeport
For employees who are members of a Contracted-out Salary Related (COSR) pension scheme.
 
Use this field to give employees in their first three years of freeport employment a reduction in Employer National Insurance.

 
Working in Investment Zone
This checkbox is for the Investment Zone NI Relief programme (IZENR) , which came into effect in April 2024.

 

Select this checkbox if:
  • Your business operates within a designated Investment Zone.
  • The employee is a new hire who qualifies for the reduction in National Insurance contributions under this programme.
By selecting this checkbox, you confirm that the employee meets the eligibility criteria for the Investment Zone NI Relief.
Basic Salary
The employee’s basic salary.

 

To enter this:
  1. Go to the Payments tab below > Create New > Element and choose Salary from the dropdown.
  2. Add the employee's Start Date. (This is either the date of their first day of employment or if they have had a pay rise, the date of their existing salary and the annual amount) .

     

    This figure displays at the top of the Payroll tab.
FTE Salary

This calculated field populates from the Basic Salary and FTE fields.

 

FTE rounds up to 2 decimal places, but you can override this if the figure does not match your calculations.

 

Employees cannot see the FTE Salary field.

Tax Code Enter the employee's Tax Code.
Week 1/Month 1

This is only relevant if you have the payroll integration.

  • This checkbox syncs with the Week 1/Month 1 and Tax Code checkbox in Staffology Payroll.

  • The information syncs from Payroll into HR.

Paper Payslip Select this checkbox if the employee receives a paper payslip.
Rate The employee's basic rate of pay. Only add this if the employee is not paid a salary.
Off-Payroll Worker Select for off-payroll workers.
Exclude from Payroll Integration Select to prevent the employee's record from syncing with Staffology Payroll.