Check opening balances
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 at migrations-staffology@iris.co.uk to start the process. This should be 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.
Check the employer recovery amounts
How to check
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To view the Statutory Payment Recovered and Compensation; and CIS Deductions Suffered CIS subcontractors can claim back some of the tax they have paid on their earnings, known as 'CIS Deductions Suffered'. values where applicable. Click on the Employer Name in the top right-hand corner, select Edit Details, and choose Opening Balances from the More menu.
How to make changes
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Check and amend the opening balances required.
We strongly recommend that you parallel run Staffology Payroll with IRIS PAYE PAYE or Pay as you earn is an HM Revenue and Customs’ (HMRC) system to collect Income Tax and National Insurance from employment.-Master for at least one payroll period after the upgrade. If this is not possible, check the first period’s figures thoroughly.
Next: Input Statutory Sick Pay (SSP Statutory sick pay refers to the pay an employer must give you if you’re too ill to work. It’s paid to you by your employer for up to 28 weeks, based on certain eligibility criteria - the cost of SSP is no longer able to be recovered - SSP is no longer reported to HMRC on your EPS submissions) details.