Update an employee's Payroll tab

Payroll details for an employee are entered and edited on the Payroll tab in My Details.

Set Rights permissions, or Payroll Admin or Pay Elements permissions, are required to update the Payroll tab. View and Create permissions must also be selected.

Administrators of Payroll have default security permissions to view, create, modify, and delete records within Payroll.

Create any required Payments, Deductions, and Pay Types before updating an employee's Payroll tab.

Payroll tab fields

Each field on the Payroll tab is described in the table.

Field Description
Payroll Number Enter the employee's payroll number.
Pay Type

Select an option from the list.

This field syncs with Staffology Payroll when the integration is set up.
NI Number Enter the employee's National Insurance (NI) number.
NI Code

Select an option from the list.

Each NI code is explained in the National Insurance rates and categories guidance External website.
Veteran's First Civilian Employment

Enter the date in dd/mm/yyyy format. The date must be the same as or before the employee's Cont. Service Date.

Eligibility for Employer National Insurance contributions relief is explained in claim National Insurance contributions relief for veterans as an employer External website.
Working in Freeport

To record that an employee works in a Freeport, select Working in Freeport.

Eligibility for Employer National Insurance contributions relief is explained in check if you can claim National Insurance relief in UK Freeport or Investment Zone special tax sites External website.
Working in Investment Zone

To record that an employee works in an Investment Zone, select Working in Investment Zone. Selecting this option confirms that the employee meets the eligibility criteria for Investment Zone National Insurance relief.

Eligibility is explained in check if you can claim National Insurance relief in UK Freeport or Investment Zone special tax sites External website.
Basic Salary

The employee's basic salary. The figure displays at the top of the Payroll tab.

To add a salary:

  1. Go to the Payments tab, select Create New, then select Element.

  2. Select Salary from the list.

  3. Enter the Start Date. For a new employee, this is the first day of employment. After a pay rise, this is the date that the new salary starts.

  4. Enter the annual salary amount.
FTE Salary

This calculated field populates from Basic Salary and FTE.

FTE rounds up to 2 decimal places. The value can be overridden if the figure does not match the required calculation.

Only administrators can view the FTE Salary field.
Tax Code Enter the employee's Tax Code.
Week 1/Month 1

This option is relevant only when the payroll integration is set up.

  • The option syncs with the Week 1/Month 1 and Tax Code option in Staffology Payroll.

  • The information syncs from Payroll into HR.
Paper Payslip To record that an employee receives a paper payslip, select Paper Payslip.
Rate Enter the employee's basic rate of pay. Add a rate only for an employee who is paid by rate rather than by salary.
Off-Payroll Worker To record an off-payroll worker, select Off-Payroll Worker.
Exclude from Payroll Integration To prevent the employee's record from syncing with Staffology Payroll, select Exclude from Payroll Integration.