How do I reset my holidays at the end of the holiday year?
Go to the Company menu/Holiday Set-up and click on the 'Reset
Holiday' button.
You will then be warned "This will Reset the holiday remaining for
ALL employees. Are you sure you want to reset holidays?" Say yes if
you are sure.
You will then be asked "Do you want to add any remaining holiday
to the annual entitlement?" Say yes if you want your employees to
carry over any holidays they have not taken to the next year.
Otherwise say no.
You will be asked "Do you want to zero amounts accrued for
employees on accrual basis?" Say no if you want your employees to
carry over any accrued amounts for holidays to the new year.
Otherwise say yes.
Your holidays have now been cleared down. Click on the button
Holiday Reset Complete.
How do I pay a net bonus?
Go to Company / Alter Payments/Deductions and use the wizard to
configure a
net to gross single payment. You can call this payment anything you
like, such as 'Christmas Bonus'. If you are comfortable not
using the wizard configure a new payment with a category of 'Net to
gross single payment'.
In the payroll screen for the employee(s) you wish to pay the
bonus to, click on the next available free line under the Pay/Ded
section. Choose the new net-to-gross single payment from the
drop down list.
Enter the amount of net bonus you want to pay the employee in
the 'Amount' field.
Preview the payroll and you will see the grossed up value of the
bonus under the payments section.
A student has joined my payroll over the Christmas period. What
should I do about Tax/NI?
Provided they have filled out a P38S, students should be set to
a tax code of NI and A rate NI. If they haven't completed a
P38S they have to fill in a P46 and be coded accordingly. We
recommend you double check any new tax codes or NI rates with your
tax office.
How do I pay more than 1 weeks wages before Christmas?
To pay more than one week for an
individual employee:
- Ensure the Holiday setup is configured correctly both under the
Company menu and the Salary Tab in the employee's record
- At payroll run time click on the Holiday button under the
Absence section of the payroll screen
- Advance the payroll by the required number of weeks and click
OK
To pay more than one week for the
whole payroll:
- Alter the pay period on the Do Payroll run screen to the period
you are paying up to (e.g. If you are paying week 37, and want to
pay 38 as well change the 37 to 38)
- Run the payroll as normal
Both these methods will run the payroll over the required number
of periods and will calculate tax and NI accordingly.
How do I rectify running my company on the wrong tax / NI
rates?
First of all, you will need to make sure you are running on the
most up-to-date version of the software and that the correct tax
year is selected in company details.
Once this has been amended anyone on a cumulative tax code will
have their tax automatically rectified during the next payroll
run.
If there has been a change in the NI rate, or if you have anyone
on a week 1/month 1 tax code, please contact Support or call 0844 815 5671.
How do I reset my holidays at the end of the holiday year?
- Go to the Company menu/Holiday Set-up and click on the 'Reset
Holiday' button
- You will then be warned "This will Reset the holiday remaining
for all employees
- Are you sure you want to reset holidays?" Say yes if you are
sure
- You will then be asked "Do you want to add any remaining
holiday to the annual entitlement?" Say yes if you want your
employees to carry over any holidays they have not taken to the
next year. Otherwise say no
- You will be asked "Do you want to zero amounts accrued for
employees on accrual basis?" Say no if you want your employees to
carry over any accrued amounts for holidays to the new year.
Otherwise say yes
- Your holidays have now been cleared down. Click on the button
Holiday Reset Complete
Can I print off the tax and NI rates for my company as
requested by HMRC auditors?
Yes. Go to Reports and Print tax and NI rates.
Can I make a Company Copy?
Yes you can. The copy option is found in EARNIE
Admin.
Select File followed by Copmanies then Copy. You choose which
company you wish to copy and enter a New Company Name. You then
have 3 copy options:
1. Company Details Only
2. Exact Copy
3. For Receivership
Company Details Only
This creates a copy of the chosen company details only. No
employee details are copied to the new company. See your manual for
more details.
Exact Copy
This copies everything held for the company including employee
details and leaver information. It can be used at year end to make
a mirror image of your company before closing it down.
For Receivership
This option creates a new company and copies across all of the
employees as though they were new starters to the company. The
existing Taxable Gross YTD and Tax Paid YTD are set as the
employees P45 figures in the new company. When choosing this option
you are asked for further information, such as setting a new Date
Started in the employees details and whether you want to copy
leavers. See your manual for more details on these options before
you embark on a receivership copy.