Employees
Adding a P45
Last Updated: May 3, 2026If you have set up an employee and assigned them to a payrun but selected no to having a P45 and want to add it once received please follow the directions below Select the employee >> go to tax and loans >> select edit tax code, loans >> select yes >> change the tax code...
Employee Portal
Last Updated: May 3, 2026To invite an employee, you will need to ensure the employee has an email address in their personal details. Click on the employee, next to their name there is a invitation link Once you click the link an invite will be sent to the employee and they will see the following They will then need...
Adding an Employee
Last Updated: May 3, 2026Select the company from you companies list >> click on the employee icon on the left hand side >> add new employee >> enter all personal details (everything with a * is mandatory and will need to be added before saving) The below screen will then appear: Any header that is orange needs to be...
Adding and Deleting Holidays
Last Updated: May 3, 2026To add a new holiday: Click on employee >> click on the calendar >> on the required date click the plus >> select add holiday Enter dates to and from and half or full days >> save This will then appear on the calendar To delete >> left click on the word holiday in the...
Adding and Deleting Maternity Leave
Last Updated: May 3, 2026To add SMP: Click on the employee >> click on the calendar >> on the required date click the plus >> select add maternity leave Enter maternity dates >> if they are not eligible a warning will appaear and you will be unable to save If everything is correct this will then appear on the calendar:...
Adding and Deleting Paternity Leave
Last Updated: May 3, 2026To add SPP: Click on the employee >> click on the calendar >> on the required date click the plus or the add leave box >> select add paternity leave You can let the system calculate the AWE from the data base or enter it manually >> expected date of birth >> actual date of...
Adding and Deleting Sickness
Last Updated: May 3, 2026To add SSP: Click on employee >> on the add leave button or the plus sign in the calendar on the required date >> select add sick leave Enter type of sick leave >> dates >>if entitled to SSP >> if sickness is a linked period of sick to previous time off >> save This...
Adding/Deleting Adoption Leave
Last Updated: May 3, 2026Select the employee from the employee’s list >>go to the calendar >> on the required date select the + button >> add adoption leave Enter the matching date, placement date, start date and the weeks required >> save This will then appear on the calendar: To remove or edit click on either the remove or...
Adding/Deleting Bereavement Leave
Last Updated: May 3, 2026Select the employee from the employee’s list >>go to the calendar >> on the required date select the + button >> add bereavement leave: Enter the child’s death date, leave start date and duration >> save This will then appear on the calendar To remove or edit click on either the remove or edit word...
Student Loans/Postgraduate Loans
Last Updated: May 3, 2026To add a new student or postgraduate loan: Click on employee >> tax and loans >> change/stop loans >> select yes on the loan you require or both, if only one you will need to select no to the other >> select the plan required (student loans only) >> select the date you would like...