Difference between revisions of "Getting started - Payroll"
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==== Setting up Payment Defaults ==== | ==== Setting up Payment Defaults ==== | ||
| − | To make setting up your employees easier it is important to enter the correct Payment Details on the system so they get stamped on the employees you create. Clicking [[How do I | + | To make setting up your employees easier it is important to enter the correct Payment Details on the system so they get stamped on the employees you create. Clicking [[How do I set up employee payment defaults?|here]] will take you to a page with help on how to do this. |
==== Getting up General Payroll Settings ==== | ==== Getting up General Payroll Settings ==== | ||
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=== Setting up Departments === | === Setting up Departments === | ||
| − | Before setting up any employees in the next step you may want to set up separate departments in your company. This helps when running reports should you ever need to split the figures in this way. Clicking [[How do I | + | Before setting up any employees in the next step you may want to set up separate departments in your company. This helps when running reports should you ever need to split the figures in this way. Clicking [[How do I create a department in Platinum Payroll?|here]] will take you to a page to help with this. |
=== Setting up Employees === | === Setting up Employees === | ||
| − | Setting up employees in Platinum is a straightforward exercise and once done, many of the payroll details will be filled in automatically making running your payroll periods simple. Clicking [[How do I | + | Setting up employees in Platinum is a straightforward exercise and once done, many of the payroll details will be filled in automatically making running your payroll periods simple. Clicking [[How do I create an employee in the payroll?|here]] will help with creating your staff. |
=== Running Your First Payroll Period === | === Running Your First Payroll Period === | ||
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* [[How do I run a payroll period?]] | * [[How do I run a payroll period?]] | ||
* [[Setting the government gateway credentials]] | * [[Setting the government gateway credentials]] | ||
| − | * [[How do I | + | * [[How do I set up employee payment defaults?]] |
* [[How do I set my company HMRC details?]] | * [[How do I set my company HMRC details?]] | ||
| − | * [[How do I | + | * [[How do I create a department in Platinum Payroll?]] |
| − | * [[How do I | + | * [[How do I create an employee in the payroll?]] |
| − | * [[Overview of | + | * [[Overview of standard payroll reports]] |
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Revision as of 06:29, 9 November 2019
Contents
Summary
The following article explains how to get started with our Payroll module.
More Information
Initial Payroll setup
When Payroll is first installed there are a few details that need to be entered to ensure the system is working correctly.
Entering your Government Gateway Information
To allow the system to submit the Payroll information to HMRC under RTI, your Government Gateway information needs to be entered. Click here for an article on how to enter this.
Setting up Payment Defaults
To make setting up your employees easier it is important to enter the correct Payment Details on the system so they get stamped on the employees you create. Clicking here will take you to a page with help on how to do this.
Getting up General Payroll Settings
The final part of the background setup is to set up your Tax Office, PAYE and Corporation Tax or Self Assessment reference details in the system. Clicking here will help you with this.
Setting up Departments
Before setting up any employees in the next step you may want to set up separate departments in your company. This helps when running reports should you ever need to split the figures in this way. Clicking here will take you to a page to help with this.
Setting up Employees
Setting up employees in Platinum is a straightforward exercise and once done, many of the payroll details will be filled in automatically making running your payroll periods simple. Clicking here will help with creating your staff.
Running Your First Payroll Period
Once all the setup is done you are ready to ready to run your payroll. This article explains how to do so.
See also
- How do I run a payroll period?
- Setting the government gateway credentials
- How do I set up employee payment defaults?
- How do I set my company HMRC details?
- How do I create a department in Platinum Payroll?
- How do I create an employee in the payroll?
- Overview of standard payroll reports
