Password Protection, Base Daily Rate, NI Validation Reports & Employee Analysis Report

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Can you believe we are already in month 3 of the tax year 2022/2023 – how quickly does time fly? Below we detail some new features recently added to the software.

Password Protection

Under Employee > Basic Details, we have added NI Number to the password options when sending payslips by email and using Password protected.

Base Daily Rate

After setting up the relevant Pay Code, a new Base Daily Rate displays on the Employees > Pay Options > Regular Pay tab.

For Pay Codes that are multiples of this rate, such as sickness, you can then use this in the pay run.

The daily rate calculates based on the working pattern of the employee.

To configure a Pay Code for Base Daily Rate for a sickness deduction, for example:

1. From the Employer, go to Settings and then Pay Codes.
2. Select + Add Pay Code.
3. Complete the Code and Title fields.
4. From the Type dropdown, choose Deduction.
5. From the Calculation dropdown, choose Multiple of Daily Rate.
6. In the Multiplier field, choose the required multiplier – in this example, we will enter 1.
7. Select Create Code.

To use the Base Daily Rate in the Pay run:

1. Go to Payroll and select the relevant employee.
2. Select Edit Additions/Deductions and select + New Deduction/Addition.
3. In this example, we will deduct two days of sickness from the employee.
4. On the Create Line screen, from the Code dropdown, choose the deduction Pay Code created and then enter the number of days you want to deduct. In our example, it is -2.
5. Select Create.
6. The screenshot below shows two days deducted at the daily rate.

NI Validation Report

Now available in the software are two NI Letters Validation reports, one accessed from Reports> Employees and one from Reports > Payruns.

Employees

Accessed from Reports then Employees, the report checks that NI letters for all employees are valid on the date printed. 

The report includes Code, Name, NI Number, Gender, DoB, NI Letter and Error Description.

Payruns

Selected from Reports then Payruns, the NI Letter Validation Report is based on Schedule type and pay period. 

You can run it for all pay schedules and pay periods, as well as historically, and for the following pay period (only if previous pay runs are closed).  

Again, the report includes Code, Name, NI Number, Gender, DOB, NI Letter, Error Description, and Suggested Letter.

Employee Analysis Report

When adding a department to an employee during an open payroll, the Summary > Employee Analysis report now populates with the department it previously omitted.

Anna Stephens, June 8th, 2022

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