The UTILITIES menu is displayed when you select the Utility options option from the PAYROLL Miscellaneous options menu.
NI adjustment: The NI adjustment utility may be used to correct National Insurance payments made earlier provided the employee is not a director for NI purposes and the tax periods relate to the current tax year. Manually amend the current NI code afterwards if required.
Change employee company/type: This option allows you to change a payroll company and payroll type for a range of employees. The option can only be run whilst both the source and destination payroll types are unconfirmed and you have access to both payroll types.
Renumber employees: This option allows you to renumber a range of employees. The employee number on the employee record, all payroll data files used and within the Human Resources system will be updated.
Net to gross calculation: This option allows you to determine what gross pay should be paid for the employee to receive a particular amount of net pay taking into account only PAYE and NIC deductions.
Zero off BACS transfer amounts: This option allows you to reset to zero the fields recording how much money has been copied to the BACS module for the current payroll period.
Update salary: This option allows you to report on and optionally update the annual salary, basic period pay and costing rate/hour fields on the Static 1 TAB of the payroll record.
Update tax details: This option allows you to update the tax fields on the Static 1 TAB of the payroll record for an employee selected by their NI number.
Update tax codes (P7X): This option allows you to apply the annual general up lift of tax codes throughout all of the payroll types on the system subject to security access.
Update SSP mail manager: This option allows you to update the manager fields on the Static 2 TAB of the payroll record throughout all of the payroll types on the system subject to security access.
Clear accumulators: This option allows you to reset to zero the four global accumulators on the Totals TAB of each payroll record used by the addition/deduction records. This will work throughout all of the payroll types on the system subject to security access.
Verify P11 details: This option allows you to verify that the financial totals on the payroll records match the sum of the P11 history records generated during the course of the current PAYE year. This will work throughout all of the payroll types on the system subject to security access.
Import data from HR: This option allows you to update the Annual salary, Basic period pay, Pre-sacrifice salary, Standard hours per period and Standard hours per week fields on the Static 1 TAB of the payroll record from the Human Resources module and produce an audit report. This will work throughout all of the payroll types on the system subject to security access.
Import P9 data: This option allows you to bulk import tax code changes via a csv data file called download.csv that has earlier been obtained from the HMRC- Government Gateway.
Import SL1 data: This option allows you to bulk import student loan start notices via a csv data file called message.csv that has earlier been obtained from the HMRC- Government Gateway.
Import user defined data: Allow a user to import data from csv excel sheets.
