How do I set up my organisation's business details? via the Payroll classic platform

Available for the following Payroll classic plans: Standard, Premium

As a business, you will constantly undergo changes that could be just be a simple phone number change right through to updating your business name and legal entity. You can use the Business Details feature to update your organisational information stored within the payroll platform. The platform will reflect these changes you made in the business details section throughout the entire payroll platform.

Maintain

The below premise will walk you through how to edit your organisation's business details.

Edit business details
  1. Log into your Employment Hero Payroll classic platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Details button.
  5. Complete the following fields:
    • Business name.

      Important

      The Business Name is a required field that the platform uses as your display name and allows Employment Hero to identify your organisation.

    • Legal name.

      Important

      This is the name that appears on your employees’ payslips.

    • CRN.
    • Postcode/Town.
    • Address line 1.
    • Address line 2.
    • Contact name.

      Helpful Tip

      This is the name that will appear in the notifications sent from the platform.

    • Contact email address.

      Helpful Tip

      This is the email address that will appear in the notifications sent from the platform.

    • Contact phone number.
    • Contact fax number.
    • Standard hours per day.

      Important

      The value assigned here defines the default standard work day. It will mean when leave for a day gets applied for, this is how many hours it will default to. If you have any business rules requiring overtime to be calculated on a daily basis, this number will drive when overtime is triggered. Employers with a week defined as 38 hours might have 7.6 hours set here.

      What you enter here can be changed on an employee level for anyone it does not apply to via their Pay Run Defaults screen. What you set here will be the default value for new employees, so we would suggest you apply your most common setting here.

    • Work week.
    • Leave Calculation method
    • Allow SMS notifications.
    • Click the Save button.
      Details__UK__1.jpg
Change the business's primary contact
Unlike the HR platform, the payroll platform does not have an owner. Instead, the highest-ranking role is a full-access admin user. You can learn how to change admin access in this article. There is also a Contact name that can be changed in the Business Details section, although this does not change access rights. To learn how to change the Contact name, see the Edit business details section above. 

Further Information

C=365/366 full-time and part-time calculations.
Calculation Type Scenario Expected Calc

356/366

FT

Full year

Leave year 1st Jan - 31st Dec

Leave entitlement: 20 days (Excl BH)

Standard Weekly work hours: 37.5

FTE: 37.5

Start Date 1st Jan 2023

((365/365)*20)/(37.5/37.5)=20 days

356/366

PT

Full year

Leave year 1st Jan - 31st Dec

Leave entitlement: 20 days (Excl BH)

Standard Weekly work hours: 20

FTE: 37.5

Start Date 1st Jan 2023

((365/365)*20)/(20/37.5)=10.66 days
The 260/261 full-time and part-time calculations..
Calculation Type Scenario Expected Calc

260/261

FT

Full Year

Leave year1st Jann -31st Decc

Leave entitlement: 20 Days (Excl BH)

Standard Weekly work hours: 37.5

FTE: 37.5

Start Date 1st Jan 2023

((260/260)*20)/(37.5/37.5)=20 days

260/261

PT

Full Year

Leave year1st Jann -31st Decc

Leave entitlement: 20dayss (Excl BH)

Standard Weekly work hours: 20

FTE: 37.5

Start Date 1st Jan 2023

((260/260)*20)/(20/37.5)=10.66 days

 

Explore related content

  • Payroll Platform: Pension Settings This feature is where you set up your workplace pensions details, such as your staging date and re-enrolment dates and whether to sync with an existing pension provider or add your pension scheme and contribution plans manually to the platform.
  • Payroll Platform: Setup BACs and HRMC Payment Files This allows you to set up your organisation's BACs and HRMC payment file details, such as the account name and number, and the financial institution code.
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