Check pay codes and attachment orders

Company directors upgraded part way through the year: The director will receive the full allowance again unless a setting is changed in Staffology Payroll. This must be done before the first payroll. Find out more.

My ePay Window: To avoid creating a duplicate My ePay Window account and before you publish. The support team will have to configure your account to accept a connection from Staffology Payroll. Contact the migrations team to start the process at least 7 working days before you publish using My ePay Window.

Pension Year to dates: These will need to be added to the employee pension in the employee record. Employee record > Pension > Click edit pension > Pension YTDs > Edit Opening Balances.

Average holiday If an Employee's work has no fixed or regular hours, their holiday pay will be based on the average pay they received over the previous 52 weeks (or a average based on the available number of weeks if less than the full 52. calculation: The upgrade tool brings across the cumulative values, this is not enough to calculate the average holiday rate. In order for the system to do this you will need to add in pay history.

After the check, a spring clean is recommended

How to check

The Keytime Payroll Pay Elements include payments, deductions, hourly rates, and ‘system elements’: e.g., pension contributions.

Pay Elements created as Type – Adjustment Amount or Payment Amount, and where £ is the Unit Identifier, transfer as Payments and Deductions.

Pay Elements created as Type – Adjustment Rate or Payment Rate and where Hours is the Unit Identifier, will be transferred as Hourly Rates; Overtime Factors transfer where a Base Element and Base Factor % are present.

  • In Staffology Payroll, click on the Employer Name in the top right-hand corner and select Settings | Pay Codes to view the Pay Codes, including Attachment Orders.

How to make changes

  • Employees who have a standard amount set up for a Pay Element in the Employee Information | Pay Elements screen, the Pay Element will transfer to Staffology Payroll. Click on the Employees menu and select an employee in the list to open the employee details. Click on Pay Options | Additions & Deductions to view the Pay Elements created for an employee; the employee’s base hourly rate is on the Regular Pay screen if present.

Not upgraded

Only basic Attachment Order details transfer from Keytime Payroll, and some information must be input manually, where applicable, including but not limited to:

  • Total Amount to Pay

  • Starting Arrears

  • Deduction Amount

  • Previously Paid

  • Admin Fee

  • Protected Earnings

Not all fields apply to every Attachment Order.

We strongly recommend that you parallel run Staffology Payroll with Keytime Payroll for at least one payroll period after the upgrade. If this is not possible, check the first period’s figures thoroughly.

Next: Check pensions.