Umbrella Settings

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.

Charge Per Timesheet

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.

Apprenticeship Levy Deduction

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%

Holiday Rate

A portion of the pay on an employees payslip is declared as holiday pay. Set the percentage here. A typical value is 12.07%.

Codes

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.

DPSB Code

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

Holiday Code

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

Expenses 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

CIS Fee Code

You can ignore this or leave it set to 'None' unless you are doing CIS Umbrella payroll.


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