Payroll

How can I send shifts from Awaiting payment back to Awaiting signoff

To reverse and reassign shifts back to Awaiting signoff from Awaiting payment:

• Go to Payroll > Awaiting payment
  
• To reassign shifts back to Awaiting signoff individually
  • Click on the button under the Evaluate and Signoff column
    
  • Select the black dot under Payroll signoff
    
  • Press Submit
    
• To reassign shifts back to Awaiting signoff in bulk
  • Select the checkboxes next to the shifts to reassign
    
  • Go to With Selected > Evaluate
    
  • Here you can change Payroll signoff for all shifts to the black dot to reassign back to Awaiting signoff
    
  • Press OK

Why cant I export shifts for payroll?

If the shift in Awaiting Payment is highlighted as red it will mean that data is missing from the staff profile that is required in order for this shift to be paid.

Mouse over the red badges in the left column to see what is missing.

How do I allocate staff a new Payroll number?

If a staff member has been issued a P45 and requires a new Payroll ID to continue working for you, please follow these steps:

• Ensure that the staff who needs a new Payroll ID has been archived by going to their profile and clicking on the Archive button in the top right
  
• The following dialogue will appear to continue with the archiving process.
  
  • If this person is booked onto shifts, you must unbook them first. You can do so by ticking the checkbox.
  • You can give a reason for this archive, select the sentiment and add notes
  • Press OK
• To initiate the allocation of a new Payroll ID
  • Go to the Staff archive
    
  • Use the search fields to find the staff
  • In the list, go to Options > Re-instate
    
  • Click OK on the dialogue
    
  • Click on Yes, generate new payroll numbers.
    
• The staff member will now be assigned a new payroll number, and when the next payroll is processed, they will be included in the New Starter file.

Staff are not able to view their self-billing invoices

If you have run payroll and staff are not able to see their self-billing invoices in their Staffarea > My Jobs > Paid jobs as shown here:

The reason for this would be that the staff have been booked onto the shifts with an employment type of Employed as opposed to Self-employed.

To check the status of a staff member's employment type:

• Go to their Staff profile
• Go to the Main Details > Overview tab
•  Here you will see their employment status under the Payroll number in the first column
  • Employed
    
  • Self-employed
    

You will need to change the staff employment type and re-run the payroll batch:

• To change the staff employment type to self-employed:
  • Go to their Staff profile > Main details > Bank & Tax
  • Scroll down the page and select the checkbox for Self-employed and select their Type of Self-employed
    
  • Press Save to update
• If you have already run payroll for the staff missing their self-billing invoices, you will need to:
  • Cancel that payroll batch in Payroll > Payroll batches > Actions > Cancel this batch
  • Then re-run the payroll for those staff in Payroll > Awaiting payment

Please note that if you only employ self-employed staff, you can lock your registration process to only allow the choice for self-employed:

• Go to Settings > Staff registration > Manage the registration form > Edit
• Go to About you > Manage
• Scroll down to the dropdown What types of employment can work for you and select accordingly