What to do when an Employee leaves Use this step-by-step guide to help when an employee leaves. Enter the leaving date Enter the date that the employee is leaving. Click ‘Employees – Employee Details’, click on the ‘Work’ tab and enter the leaving date in the ‘date left’ field. Take extra care to ensure that…
Backing up your Data This video shows you how to back up your Payroll Manager data file. This video was recorded WITHOUT sound and in High Definition. Click the button in the Youtube player to select the best quality.
Changing an employee’s Tax Code Occasionally HMRC may issue an instruction for you to change the tax code in use for one of your employees. This guide shows you how to do this. Click ‘Pay – Pay Details’ or click the button to go to the Pay Details screen. Select the relevant employee. Click…
Handy Payroll Manager Tips Adding Notes to a Payslip On some occasions you may wish to add notes to an employee’s payslip (e.g. to inform them of a pay rise, Christmas holiday dates etc..). Notes can be added to any ‘Moneysoft’ layout of payslip by following the steps below: From the Main Menu click on…
Hourly Pay How to enter hourly pay in payroll manager This video was recorded WITHOUT sound and in High Definition. Click the button in the Youtube player to select the best quality.
Minimum Wage and National Living Wage The minimum wage a worker should get depends on their age. More details about age limits and rates can be found at The National Minimum Wage and Living Wage: Employers and the minimum wage – GOV.UK (www.gov.uk) From April 2024, workers aged 21 and over will be entitled to…
Importing employee data into Payroll Manager This guide shows you how to import static employee information, such as Name, Address, Date of Birth etc. into Payroll Manager. If you are starting to use Payroll Manager mid way through a tax year and have year to date figures for each employee then you can also import…
Importing data into the “Pay Details” screen This video shows you how to import pay information into the “Pay Details” screen. This video was recorded WITHOUT sound and in High Definition. Click the button in the Youtube player to select the best quality.
Closing a PAYE scheme This guide is designed to help you send the correct details to HMRC via RTI to inform them that you wish to close a PAYE scheme. You should first read the HMRC guidance www.hmrc.gov.uk/payerti/business-close-or-change.htm which gives full details of the information you are required to send. Before proceeding you should double-check that…
Flexible Drawdown of Pension Rights This guide shows how to enter the details of ‘Flexibly accessing pension rights’ payments into Payroll Manager in order to report them correctly to HMRC. Moneysoft is not able to advise on whether such payments are taxable / non-taxable, and you should consult HMRC if you require further guidance. HMRC…
