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Chart of Setup

Use

The Chart of Setup section is where you can customise the various payroll related elements based on your company policy. It includes your Pay Period setup, Annual Holiday Scheme setup, Payment setup, Absence Payment, Deduction setup and e-filing credential setup etc. You can go through each option described here and enter the appropriate information.

Path

Employer / Setup > Chart of Setup

Bureau Main Page > Admin Payrun > Bureau Own Payroll > Employer / Setup > Chart of Setup

Multi-Sites Payroll Starter > Head Office Details > Employer / Setup > Head Office Customisation > Chart of Setup

Fields Available

PASSWORD & USER A/C

In this section you can view or edit your system administrator's / additional user / Employee user's personal details, e-mail address, password, pattern word and security question required to log in to our service.
You can also view or edit your existing additional user's personal and sign in details, resend sign in details to users, and enable/ disable their access to our service. You can also add new additional users.
You can manage your employees' user account by enabling or disabling the employees access to our Internet account. You can create new Internet account for your employees and also resend the sign in details if they forget.

E-FILING

PAYE Change: Here you can view or modify your Employer's PAYE Reference number, Accounts Office Number, HMRC office name and contact details.
E-Filing Setup: Here you can setup the HMRC E-filing details in order to e-file your/client's in-year forms and end of year returns directly to the HMRC. Our service also enables you to view your/client's HMRC Data Provisioning Services (DPS) to receive Tax Code updates, notices and other HMRC E-Mails. In order to use any of these e-services you must be registered with the HMRC as an employer or Agent and must enter here the HMRC User ID, Password and Gateway Agent Identifier that the HMRC issued to you when you registered.

HOLIDAY SCHEME

Annual Holiday: You can use this option to customise holiday schemes. We have provided some pre-defined holiday schemes. You can edit these or set up your own if they do not meet your company requirements

PENSION

Auto Enrolment Pension Setup: Here you can enter comprehensive information relating to the pension scheme providers your company may be using. This includes Staging date, address and contact details, and bank details. Any of the pension providers you enter here will be added to a list of scheme providers which can be selected from where you enter details of pension schemes for individual employees.
Auto Enrolment Deferment Policy Setup: Here you can enter Defer dates of employee's.
Non-AE Pension(Usual Pension)Setup: Here you can set up different types of pension schemes. You can add Stakeholder and appropriate pension schemes which can then be assigned to individual employees. The Pension deduction is recurring and the same amount will be deducted in every payrun unless you make any changes to the deduction amount in this section

REPORT CUSTOMISATION

Upload Company Logo: Here you can upload your company's logo to appear on the payslips and other reports.
Payslip Customisation: This Service provides you with various alternative payslip designs, Preview the alternatives here then select the one you wish to use for your employees from the drop down list. Our service offers seven different payslip designs namely plain A4, plain A5, hand fold security payslip, volume security payslip, Sage Self-sealed payslip (SE10OS), IRIS Self-sealed payslip (FY29Q) and Star Self-sealed payslip (SR99). Here you can preview the alternatives and select the one you wish to use. The A4 and A5 payslips will print onto plain paper.

PAYRUN CUSTOMISATION

Change Pay Period: Use this option to set the to and from dates for your weekly, monthly, two-weekly, four-weekly, Quarterly, Annually and Bi-annually pay processing periods
Payslip Design Setup: Our service offers seven different payslip designs namely plain A4, plain A5, hand fold security payslip, volume security payslip, Sage Self-sealed payslip (SE10OS), IRIS Self-sealed payslip (FY29Q) and Star Self-sealed payslip (SR99). Here you can preview the alternatives and select the one you wish to use. The A4 and A5 payslips will print onto plain paper.
Employees listing per page: Here you can specify the number of employee records you wish to be displayed on each screen.
Small Employer's Relief Setup: Here you can indicate whether you qualify for small Employers / Contractors Relief or not. Our package will then automatically recover 103% of your SMP/SPP/SAP on the Employer Payment Record - EPR. If not indicated, 92% will be recovered
Employment Allowance Indicator: This indicator to allow for the monthly / quarterly reclaim of the Employment Allowance (which offsets an annual maximum £4,000.00 against Secondary NICs). Effective from April 2016, all businesses and charities will be eligible for an Employment Allowance in the sum of £4,000.00, which will be offset against their secondary NICs liability. The intention is that this will primarily help the small employer.
VAP Setup: This option allows you to set the VAP. The Variation Allowed Percentage (VAP) is an intelligent warning system that will alert you if the employee's net pay just calculated differs from the previously updated net pay figure by more than the specified percentage. This will help identify data entry errors that might lead to over or under-payments to employees.
Basic Pay Recurring Setup: The default setting for basic pay is recurring i.e. the hours and rate will be saved after every payrun for the next payrun. If you set up basic pay not to recur you will have to key in the hours each time you process the payrun of the employee because the hours column will automatically default to zero.
Employee Works No. Prefix: While entering each employee's details, you are asked to enter a unique reference number. Here you can specify a prefix code which will be automatically added to your employee's reference number. This will save you time when you are entering the details of a batch of employees who all need to be given the same prefix.
Apprenticeship Levy Setup: Use this option to enter the apprenticeship levy allowance amount.
Department Setup: Use this option to enter the different departments in your company. We have pre-entered some, which can be edited. You can also create new ones.
Cost Center Setup: Use this option to enter the different cost centers in your company. We have pre-entered some, which can be edited. You can also create new ones.
Working Pattern Setup: You can use this option to set up the various working patterns for your employees. We have provided some pre-defined working patterns, which cannot be edited. You can enter your own working patterns if these do not meet your requirements.

PAYMENT & DEDUCTION

Payment Setup: You can use this option to customise payment items. We have provided some pre-defined payment items which cannot be edited. If these do not meet your requirements you can further create your own, specifying whether each payment item is subject to PAYE tax, NI and pension contributions.
Notional / Benefits In Kind Payment Setup: You can use this option to customise Benefits In Kind payment items. We have provided some pre-defined items which cannot be edited. If these do not meet your requirements you can further create your own, specifying whether each Benefits In Kind payment item is subject to PAYE tax, Employee NI, Employer NI, and pension contributions.
Salary Sacrifice Setup: You can use this option to customise Salary Sacrifice items. We have provided some pre-defined salary sacrifice items which cannot be edited. If these do not meet your requirements you can further create your own also.
Small Loan Repayment Setup: You can use this option to setup Small Loan Repayment items. As per your requirements you can further create your own also.
Deduction Setup: You can use this option to customise deduction items. We have provided some pre-defined deduction items which cannot be edited. If these do not meet your requirements you can further create your own, specifying whether each deduction item should be deducted from gross pay or net pay for PAYE tax, NI and pension contribution purposes.
Absence Payment: You can use this option to customise the absence payment items. We have provided some pre-defined absence payment items which can not be edited. If these do not meet your requirements you can further create your own, specifying whether each is subject to PAYE tax, NI and pension contributions
Absence Deduction: You can use this option to customise the absence deduction items. We have provided you with some pre-defined absence deduction items which cannot be edited. If these do not meet your requirements you can further create your own, specifying whether each should be deducted from gross pay or net pay for PAYE tax, NI and pension contribution purposes. Examples include: unpaid public holiday,unpaid punctuality penalty,unpaid suspension etc.
BACS Provider Option: Here you can select the appropriate BACS output format for your bank so that BACS payments can be made to your employees. Our service provides you with ALBANY standard, Barclays BIB, CSV and HSBCnet options.
BACS Payment Description: Here you can enter the reference for BACS payments made to your employees i.e. the identifying description which will appear on their bank statements next to BACS payments received from you. For example, 'salary', 'wages', etc.

OTHERS

Group Assigning: Here you can assign employees to Department and Cost Center under Employees. Under Pension you can assign pension scheme to employees in Group or in Batch and can assign Salary Sacrifice for AE Pension Settings.
ePayslip & eNotice Automation: This section allows you to make use of email, Apps and Automatic Data Downloads to improve the speed of the payroll.
DPS Notice Auto-Update Setup: This section allows you to activate automatic DPS notice update service.

NOMINAL & ACCOUNTING

Nominal / Accounting Link Setup: This feature allows you to enter Nominal codes for payment and deduction items thus facilitating their export in a CSV format from the payroll to an accounts package/application.

CAR (BENEFIT IN KIND)

Add / Edit Car: This feature allows you to payroll the Car Benefit and include the Car benefit details within the FPS. You can notify the changes to HMRC by e-filing a FPS for the respective pay period rather than e-filing P11D. In order to payroll the Car Benefit, you need to First add the car in the Chart of Setup section and then assign it to the respective employee.

Associated Tasks

Demo: If you wish to switch to any tasks other than those mentioned here, you can select the required option from the tasking zone i.e. the green horizontal bar on top. To view a demo of the same, click on this button.