In this webinar we will be covering the setup of the Payroll module. This is Stage 3 of our onboarding as it involves setting up and managing your payroll within the Payroll module.

Within Payroll we will work to set up your clients and their employees, either by manual or bulk import. We will discuss the ability to enrol employees in pension schemes and assign annual leave and entitlement for each employee. By completing this you can process payroll and send out payslips by email. A connection to HMRC will allow your firm to keep up to date with tax codes. FPS, EPS and YEA-FPS submissions are available in this module as well as the ability to produce P11D forms. Both are available to be submitted directly to HMRC via Capium, or saved solely in the Capium software. Journals can be exported out to third party software if you’re not using our integrated Bookkeeping module. Automation of bulk payroll is also available.

Tips:

Ensure to set up client information correctly in general settings

Employee YTD information

Direct submissions with smart pension or NEST

Employees that appeared hourly should be documented in Timekeeping

You have to approve employee status before running payroll

Can click the calculator (gross pay column) to make any quick changes

Use our bookkeeping module for optimal usage of this module

P32, P45, P60 can be found in Reports (along with other reports)

Set reminders in the automation feature

If you want to edit any email or document templates.