UK Payroll makes all things payroll easy and efficient, whether you're a payroll pro or a complete newbie.
Payroll, pensions, taxes, and benefits often involve complicated requirements and associated paperwork. Instead of getting lost under a pile of forms, UK Payroll keeps your payroll processing smooth.
- Save time on manual payroll and HMRC paperwork.
- Manage important documents, such as P45s and P60s, in one platform.
- Integrate with your HRIS to easily keep track of employee details.
- Keep track of key tax and HMRC deadlines.
Before you begin
- Ensure you can receive emails from UK Payroll.
Navigating UK Payroll
Once you log into UK Payroll, we suggest you familiarize yourself with several key UK Payroll pages and features.
- Overview page - This is the first page you see when you log in. The overview page shows you when your next payroll is scheduled, your account balance, and any outstanding alerts and notifications.
- Payrolls - All of your submitted and draft payrolls are listed here.
- Employees - All of your current and terminated employees are listed here.
- Payments - All upcoming, successful, and failed payments are listed here.
- Reports - Where you can access and download payroll journals.
- HMRC Documents - Where you can access and download payroll documents, including the Employer Payment Summary, P11D/P11D(b)s, P32s, and P60s.
- Settings - Where you can create company-wide standards, integrate with Bob and third-party providers, and update your payroll settings.
Integrate with Bob
Ensure Bob is syncing employee data you need. This will save you the time and effort of manually updating multiple platforms.
- Connect UK Payroll in Bob
- Configure your Bob integration in UK Payroll
- Create an import template for Bob
Bulk upload what you can
For information that doesn't sync from Bob, bulk uploading payroll data and pay items is a great time-saver. Remember, you can upload multiple pay items or amounts on one sheet, so get all the variable data on one sheet and upload it in one go!
- Bulk upload work patterns
- Bulk update salaries
- Bulk add pay items
- Bulk update pensions
- Bulk update tax codes
- Bulk update student loans
Create a template for variable data
Collating variable data from various sources within your business can be tedious and difficult. Instead of chasing people for data, create a master template for your variable data, and ask your sources to fill out copies. Then, upload each spreadsheet into the system, or collate the information into one spreadsheet and upload.
Streamline your double checking
Instead of checking every line of data manually, UK Payroll has several features that allow you to check your work more efficiently.
- Check by exception, or filter by attributes like percentage change, to quickly understand key differences between payroll cycles.
- Download and review the variance report, which shows changes by pay items and employees. To learn more, see Access and download payroll documents.
Put time into building your payroll process
The more time you spend building your payroll and adjusting your processes as needed, the more time you will save in the future. Be open to changes and improvements in your payroll process, and try to build in efficiencies where you can.
For example, set up pay items at a company level, so you can easily add them into employee payslips. To learn more, see Enter Actual Payments and Variable Pay in Bob, Add one-off pay items, and Add recurring pay items. Or, add enhanced company policies, such as enhanced parental pay, into the system. To learn how, see Set up parental pay and leave.