Pay Codes & Importing from CSV

Posted on Thursday, 17th Mar '22

Anna Stephens by Anna Stephens


Hi,

As we end the 2021/2022 tax year and begin the next one, here is some information on additional features recently added to the software.

Pay Codes

To Pay

Under Settings > Pay Codes, when creating or editing a deduction, our recent release introduces a new To Pay field that enables you to set who to pay whenever you take the deduction. 

Please note: this field will only be visible if you have Payees configured (also accessed from the Settings menu).  The To Pay field by default sets to None, but you can select one of your previously created Payees.

Reports

When previewing/printing Reports > Payruns > Required Payments, this now includes any deductions with Pay to set.

Payrun Automation

We have added two new options to the Settings > Payrun Automation > Auto Submit Payments section. 

These are the options available to select for Include Payments To:

  • Employees
  • HMRC
  • Pension Providers
  • AEOs
  • Other Deductions

Importing Employees from CSV

We have added the facility to update existing employees by importing from a CSV; previously, you could only import new employee records.

To import data to both new and existing employee records, from Employees > Import > Employees > CSV file, select Allow updates to existing employee records.

Please Note: Staffology will ignore columns on a spreadsheet if the fields are not updateable via import. See help

All Users Statutory Payments

Statutory Maternity Pay (SMP)

The SMP calculation now uses the correct thresholds when calculating the first day of the qualifying week.  An issue was previously only occurring when the qualifying week spanned two tax years.

Kit Days – Audit

The Audit now includes any KIT days taken in Leave.

Share Your Ideas

If you have any ideas for enhancements, please let us know directly via the Staffology Ideas Portal

Please visit, create new ideas, and vote on ideas others have raised. We will give you feedback and tell you how our roadmap incorporates them. 

Anna Stephens, March 17th, 2022

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