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Managing employee pension and PAYE opening balances

Updated

When transitioning from another payroll provider to our payroll platform you may have employees that have existing Year to Date (YTD) Pension and PAYE amounts. The Opening Balances Pension and PAYE feature allows you to select an employee file and enter their accrued YTD Pension and PAYE amounts. You can also use this feature to clear the opening balances if you entered the wrong YTD figures into their employee file.

Interactive demo

Interactive demo of the feature

Getting started

Add opening Pension and PAYE balances
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the employee who needs Pension and PAYE amounts added.
  4. Click the Opening Balances button.
  5. Click the Pension and PAYE tab.
  6. Enter the required Pension and PAYE figures.
  7. Click the Save button.
    Pension__UK__1.jpg

Removing data

Clear opening Pension and PAYE balances
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the employee who needs Pension and PAYE amounts cleared.
  4. Click the Opening Balances button.
  5. Click the Pension and PAYE tab.
  6. Click the Clear button.
  7. Click the Save button.
    Pension__UK__2.jpg

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