If you want to use functionality for Umbrella companies, you’ll need to enable it.
Click the employer name in the main menu, go to Settings -> Umbrella Settings and tick the box to enable the feature.
When you create an umbrella payment, we ask how many timesheets you are processing for the employee.
We multiply that number by this value to work out how much to deduct from the employee to cover the charges you make to them.
You can override this amount when manually entering the details for the payment or when importing payments via a CSV file
As well as charging a fee, you may want to deduct a percentage from the employee to help cover the Apprenticeship Levy charge. This would typically be set at 0.4446%
A portion of the pay on an employees payslip is declared as holiday pay. Set the percentage here. A typical value is 12.07%.
For each of these codes you should set them up as new paycodes in the manner described, and then select them from the drop-down list on this page.
This is the code used for Discretionary Profit Sharing Bonus.
This should be created as an ‘Addition’ code that is subject to Tax, NI and Pensions
This is the code used for the holiday pay.
This should be created as an ‘Addition’ code that is subject to Tax, NI and Pensions.
The easiest option is to use the default value which is the pre-existing system AHPAY code.
This is the code used for repaying employee expenses.
This should be created as an ‘Addition’ code that is not subject to Tax, NI or Pensions
You can ignore this or leave it set to ‘None’ unless you are doing CIS Umbrella payroll.