• Employee Termination in FreePayroll

  To terminate an employee, follow these detailed steps: Navigate to the People Section: Click on the People section in the main menu. Select the Employee: Find the employee you wish to terminate. Click on the three dots ( ...) next to the employee's name. Select Edit to open the employee record. Initiate Termination: Next to the employee's name in their record, click on the three dots ( ⋮). Choose Terminate Employment from theSome readers

• Ensuring Employee's Document Security in FreePayroll

  FreePayroll prioritizes the protection of sensitive information in compliance with GDPR regulations. To safeguard this data, we implement strict password protocols for accessing key documents: P45, Payslips and P60 Password Protocols National Insurance Number: If an employee has a national insurance number, this number serves as their password to access their document. Date of Birth: For employees who do not yet have a national insurance number, the password is set as theirSome readers

• Importing employees from a csv file

  Importing multiple employees using a CSV file is easy. From the home page, click on People on the left-hand side menu. Click on the Add Team Members button on the top right of your screen. Click on Get Started inside the Add multiple employees at the same time section. Select from the dropdown menu: Import employees from CSV and follow on-screen instructions to complete the import. Note: You can download the CSV template by clicking on Click here to downloFew readers

• I marked an employee as a leaver in error

  If you've marked an employee as a leaver but haven't yet processed a pay run, you can reinstate their record. Once reinstated, they will be included in your current payroll. To reinstate an employee: Navigate to the People Section: Click on the People section in the main menu. Select the Employee: Find the employee you wish to terminate. Click on the three dots (...) next to the employee's name. Select Edit to open the employee record. ReinstaFew readers

• Managing Payslip Distribution in FreePayroll

  Distributing payslips in FreePayroll is straightforward and automated. Once you confirm the payroll, FreePayroll automatically sends all payslips to the employees included in that payroll. Here are the steps to manage payslips if further actions are needed: Resending All Payslips Navigate to Payroll Section: Go to the 'Payroll' section and then click on the 'History' subsection. Options for Payroll: Click the three dots next to the desired payroll entry. Send or DownFew readers

• Mandatory Fields for Employees

  Managing Mandatory Fields for Employee Profiles in FreePayroll Accurate and complete employee data is crucial for successful payroll processing and compliance with HMRC regulations. FreePayroll requires specific mandatory fields to be filled out for each employee. This guide outlines these fields and the importance of their accuracy. HMRC Required Fields To ensure all submissions to HMRC are successful and to avoid penalties, the following fields must be accurately completed: FirsFew readers

• Setting an Employee as a Director

  Navigate to People Section: Go to the left-hand side menu and click on the 'People' section. Edit Employee Record: Find the employee you wish to designate as a director. Click on the three dots next to their name and select “edit” to open their employee record. Designate as Director: In the 'General' tab, scroll to the bottom and click on “Set as director.” A popup will appear where you can set the directorship start date. Choose Calculation Method: In the popup, sFew readers

• Applying a Student Loan to an Employee in FreePayroll

  Applying a student loan or a postgraduate loan to an employee in FreePayroll is a straightforward process. Follow these steps to ensure the changes are implemented correctly: Navigating to the Employee Record People Section: Navigate to the 'People' section of FreePayroll. Employee record: Click on the three dots next to the employee’s name and select 'Edit' to open the employee record. Accessing Student Loans Locate Student Loans Tab: In the employee recFew readers

• How to Add a New Employee

  To add a new starter: Navigating to the People Section: From the main page, click on the People section in the left-hand side menu. Initiating the Process: Click on the "+Add Team Member" button in the top right corner. Two options will appear. Click on "Add New" under the "Add One at a Time" box. Personal Details: In the first section, input the employee's contact details and address. Employment Details: The second section covers employment details: Enter thFew readers

• Handling Employee IDs Within FreePayroll

  Handling Payroll IDs Within FreePayroll Key Topics: Allocating IDs to New Staff Modifying Existing Payroll IDs Common Queries Answered FreePayroll recognises the critical role Payroll IDs play within the payroll process, acting as a unique identifier for each staff member throughout the tax year. These identifiers are essential for HMRC communications and are equally crucial for synchronising data across FreePayroll and Collegia Pension. Allocating IDs to New Staff Every neFew readers

• How to change employee's pay schedule

  Navigating to the Employee Record People Section: Navigate to the 'People' section of FreePayroll. Employee record: Click on the three dots next to the employee’s name and select 'Edit' to open the employee record. Changing Pay Schedule Locate Salary Tab: In the employee record, click on the 'Salary' tab. Find pay schedule section: Once you are in the 'Salary' section, you will see a box, with the employee's current pay schedule name. Click on thatFew readers

• Understanding Employee Statuses

  Understanding employee statuses is crucial for accurate payroll administration. Employee statuses help to track whether an employee is actively employed, needs more information to be set up, or has left the company, along with their pension details. From the main page, click on the "People" section on the left-hand side menu. You will see two statuses columns: Payroll Status and Pension Status. Payroll Status: Pending Information: This indicates that information is missFew readers