Umbrella Settings

If you want to use functionality for Umbrella companies, you need to enable it.

Select the employer name in the main menu, go to Settings > Umbrella Settings and select the box to enable the feature.

Settings

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 calculate how much to deduct from the employee to cover the charges you make to them.
You can override this amount when manually entering payment details or importing them via a CSV file

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. Typically, this is set at 0.4446%.

Holiday Rate

A portion of the pay on an employee’s 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, 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, subject to Tax, NI and Pensions.
The easiest option is to use the default value which is the pre-existing system AHPAY code.

Expenses Code

This is the code used for repaying employee expenses.
This should be created as an Addition code, not subject to Tax, NI or Pensions

CIS Fee Code

You can ignore this or leave it set to None, unless you have a CIS Umbrella payroll.


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