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Manage HMRC pay run inclusions for UK employees

Updated



Available on Payroll: Core Payroll tier

UK payroll admins can now manage HMRC pay run inclusions manually. This includes pension contributions, National Insurance adjustments, and student or postgraduate loan deductions, all directly from an employee's Pay & compensation profile in Employment Hero. 

Before you start, make sure your organisation has core payroll settings enabled.

This article explains how to:

Manage HMRC pay run inclusions for an employee

This section covers how to view, create, edit, and remove manual HMRC pay run inclusions from an employee's profile, including pension contributions, National Insurance adjustments, and loan deductions.

Steps to manage HMRC pay run inclusions
  1. Log in to Employment Hero.
  2. Go to People > Employee List and select the employee you want to update.
  3. In the employee's profile, navigate to Pay & compensation > Pay details.
  4. Expand the HMRC adjustments section.
  5. To view existing HMRC pay run inclusions, review the list displayed in this section.
  6. To create a new inclusion:
    1. Select the relevant contribution or deduction type (Employer/Employee pension, Employer/Employee National Insurance adjustment, Student loan, or Postgraduate loan).
    2. Enter the amount as a fixed value (£) or as a percentage of earnings (choose from gross, pensionable, taxable, or NI able earnings).
    3. For pension contributions, you can optionally select tax relief for employee contributions.
    4. For National Insurance adjustments, select the NI category (defaults to Category A).
    5. Set the start date (defaults to the current pay period, or select a specific date).
    6. Set the expiry (choose "Never", a specific date, or after a cumulative amount is reached).
    7. Save the inclusion. A success message will confirm your changes.
  7. To edit or remove an inclusion, select it from the list and choose the appropriate action. Confirm removal if prompted.

Further information

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What types of HMRC adjustments can I manage?
You can manage employer and employee pension contributions (with optional tax relief for employees), employer and employee National Insurance adjustments (with NI category selection), student loan deductions, and postgraduate loan deductions.
Can I set a specific start or expiry date for an inclusion?
Yes. You can set the inclusion to start from the current pay period or a specific date, and set it to expire never, on a specific date, or after a cumulative amount is reached.
Will changes appear in the employee's next pay run?
Any inclusions or adjustments saved will be applied in the next relevant pay run, according to the start and expiry settings you choose.

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