Employee HMRC pay run inclusion adjustments | Payroll Web Platform

Overview

Within your organisation, you may have employees who have recurring HMRC adjustments that need processing over multiple pay runs. Manually adding these MHRC adjustments into every pay run is time-consuming, so the payroll platform allows you to automate this process, saving you time when managing your employees.

The Pay Run Inclusions HMRC Adjustments feature allows you to set up an automated HMRC adjustment where you can choose the contribution type, the date the inclusion starts, when it expires, and the amount. You can also use this feature to edit any information entered previously and delete a record that is no longer required.

Availability

Payroll Plan:   Standard   Premium

Getting started

Adding an HMRC adjustment
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the employee who needs an HMRC adjustment added.
  4. Click the Pay Run Inclusions button.
  5. Click the Add button.
    HMRC__UK__1.jpg
  6. Complete the following fields:
    • Contribution type:
      • Employer pension contribution.
      • Employee pension contribution.
      • Employer NI contribution.
      • Employee NI contribution.
      • Student loan.
      • Post grad loan.
    • Amount (per pay run):
      • Fixed.
      • Percentage of gross.
      • Percentage of pensionable earnings.
      • Percentage of taxable earnings.
      • Percentage of NIable earnings.
    • Notes.
    • When should this pay run inclusion start:
      • Today.
      • On the following date.
    • When should this pay run inclusion expire:
      • Never.
      • On the following date.
      • After the following amount has been reached.
  7. Click the Save button.
    HMRC__UK__2.jpg

Maintain

Editing an HMRC adjustment
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the employee who needs an HMRC adjustment edited.
  4. Click the Pay Run Inclusions button.
  5. Click on the HMRC adjustment that needs editing.
    HMRC__UK__3.jpg
  6. Make the required changes and click the Save button.
    HMRC__UK__4.jpg
Deleting an HMRC adjustment
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the employee who needs an HMRC adjustment deleted.
  4. Click the Pay Run Inclusions button.
  5. Click the Delete button.
    HMRC__UK__5.jpg
  6. Click the OK button.
    HMRC__UK__6.jpg
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.