Company Settings py_global_parameters (pyparam)

This option allows you to choose how you want your Payroll Management module to work, including:
  • the form set that is to be used for the pay company
  • the number of decimal places for values, rates, hours, units and overtime factors
  • the General Ledger masking code and a General Ledger bank account code
  • your company details
  • the thresholds and benefit figures set by the Chancellor of the Exchequer
  • the categories used for pay items and the statutory pay items
  • the settings used to determine if employees are eligible for enrolment in a Workplace Pension scheme.
Click on one of the following for more information:

To define decimal places and General Ledger codes:

1 Position the cursor on Decimal places and G/L codes, then select CR-Accept.  
     
2

In the field Default form set for company, type the name of the form set to be used for the pay company.

Alternatively, leave this field blank to use the standard form set supplied with the system.

 
     
3 Type in the Number of decimal places for (up to a maximum of 5) to be used for the following:
  • values
  • rates
  • hours
  • units
  • factors (overtime factors)
 
4 Tick the following checkboxes to integrate the selected module in any of the payrolls, otherwise, leave blank:

General Ledger
Job Costing
Cash Management

When setting up the individual payrolls there are options to post to the modules that you have selected via the Integration with other modules menu.
 
     
5

Leave the field Negative Deduction sign as + for a plus sign to be printed as a prefix to the Employees National Insurance Rebate amount on the HMRC payslip.

Alternatively, to specify how the Employees National Insurance Rebate is printed on the HMRC payslip, type in one of the following:

  • for a minus sign to be printed as a prefix to the Employees NI Rebate amount.
  • blank if you want the default plus sign to be printed as a prefix to the Employees NI Rebate amount.
 
6 Select CR-Accept.
     
7 Type in the G/L masking structure to analyse the costs of certain groups to the company using the following characters:
  • y for payroll
  • d for department
  • e for employee
  • p for pay point.
If your system is set up to use the General Ledger, the format of the codes used in Payroll Management must be the same format as the General Ledger code structure, e.g. xxx-xxx-xxx, or you will be unable to post Payroll Management information. If the General Ledger is not in use, you can use any code format of up to 16 characters.
 
     
8 Select CR-Accept.  
     
9 Type in the G/L bank account code. The format entered depends on the General Ledger code structure. The code entered must be an existing General Ledger code to allow use of General Ledger masking.  
     
10 Select CR-Accept.


To enter employer details:

1 Position the cursor on Employer details, then select CR-Accept.  
     
2 Complete the following fields:
  • Type in the Company name, Company address and Post code.
    The:
    • Company name must NOT contain the euro symbol '€' or the pound sterling character '£'.
    • Post code must not exceed 8 characters.
  • Type in the Company's Tax district and Tax reference.
  • Tick the Submit returns by magnetic media? checkbox if you submit your End of Year returns via magnetic media (3.5" flexible disk). If you submit your End of Year returns online or manually, leave blank.
  • Tick the Submit XML returns? checkbox if you submit your Employer Annual Return (P35 and P14s) online. If you submit your Employer Annual Return (P35 and P14s) manually or via magnetic media, leave blank.
  • Type in the field Nominal car benefit %, the current value of the lower threshold (the CO2 emissions figure which sets the 15 per cent rate), e.g. type 15.00 to represent 15%.
  • Type in the field Nominal fuel scale charge the current value of the fuel benefit charge multiplier (currently £18,800).
  • Type in the annual Student loan threshold and Student loan rate % (percentage) to apply, if applicable.
  • Check with HM Revenue & Customs, the National Insurance:
    • recovery rate percentage for Statutory Sick Pay (SSP) and amend the figure in the field SSP recovery %, if required.
    • recovery rate and compensation percentages for Statutory Maternity Pay (SMP), Ordinary and Additional Statutory Paternity Pay (SPP) and Statutory Adoption Pay (SAP) and amend the figures in the fields SMP/SPP/SAP recovery % and SMP/SPP/SAP compensation % respectively, if required.
 
 

You must rerun the HMRC Payslip for each of your payrolls, weekly and/or monthly, if you change the value in the fields SSP recovery % or SMP/SPP/SAP compensation %.

 
     
3 Select CR-Accept.
     
4

Type in your ECON number (Employer's Contracted Out Number) if you ticked the Submit returns by magnetic media? or Submit XML returns? checkboxes. This must be in the format E3nnnnnnL, where n is a number and L is a letter, e.g. E3123456A.

 
     
  Your ECON is allocated to you (the employer) by HM Revenue & Customs National Insurance Services to the Pensions Industry if you have employees that have opted to contract out of the State Earnings Related Pension Scheme (SERPS), i.e. their NI Contribution type is applicable to a Contracted-out Mixed Benefit (COMB) scheme or Contracted-out Salary Related (COSR) scheme.  
     
5 Select CR-Accept.
     
6

If you ticked the Submit XML returns? checkbox, enter default values for the Sender, Contact and Agent details fields. These are required for submitting your Employer Annual Return (P35 and P14s) online.

 
     
7 Select CR-Accept.


To enter pay categories:

1 Position the cursor on Categories, then select CR-Accept.  
     
2 Some Categories will already exist, e.g. Nett Pay and Taxable Pay. These are the statutory categories used to calculate the employee's pay, including tax and National Insurance contributions. Categories are made up of pay items. Pay items can be one of the following types:
  • Income
  • Deduction
  • Reference
  • Employer Cost
 
3 Add Categories as required, then flag each category with one of the following characters:
  • a for all pay items of the type to be included in the category automatically.
  • x for all pay items of the type to be excluded from the category automatically.
  • y if all pay items of this type are likely to be included in this category. However, when setting up pay items and assigning them to categories this can be altered.
  • n if all pay items of this type are likely to be excluded in this category. However, when setting up pay items and assigning them to categories this can be altered.
  • Blank forces entry of y or n.
 
4 Select CR-Accept.


To define statutory pay items:

1 Position the cursor on Statutory pay items, then select CR-Accept.  
     
2

The current list of Statutory pay item codes is displayed. All the statutory items that are needed are already set up and shown. However, you might need to add some pay item codes such as the codes for Statutory Sick Pay/Statutory Maternity Pay. These codes are not shown automatically because not everyone uses SSP or SMP.

To add a pay item code(s), select F2-Browse. Highlight the required code then select ADD. Continue highlighting each code required and selecting ADD for each. When you have selected all the required pay item codes, select ENTER-Ok.

Place the cursor in the position next to the appropriate pay item description and select CR-Accept. The pay item code is inserted. Continue inserting the remaining codes as required by placing the cursor in the position next to the appropriate pay item description and selecting CR-Accept.

The pay item is detailed prior to accepting CR-Accept.

 
     
3

When you have added all the required pay item codes, select F8-Toggle to display the pay item codes for Ordinary Statutory Paternity Pay (OSPP), Additional Statutory Paternity Pay (ASPP) and Statutory Adoption Pay (SAP).

Select and add the spp, aspp and sap pay item codes as described in Step 2.

 
     
4 When you have added all the statutory pay item codes, select CR-Accept.  
     
5

You are returned to the Page selection form. Select ESC-Exit, then select:

  • CR-Save amendments to save all the amendments, or
  • ESC-Exit without saving to exit without saving any of the amendments.

You are returned to the menu.

 

To enter Workplace Pension details:

1 Position the cursor on Workplace Pension, then select CR-Accept.  
     
2 Complete the following fields:
  • Staging Date - the date you must start to enrol eligible employees into a workplace pension. See Workplace Pension Reforms Implementation Period for more information.
  • Opt Out Period (months) - the number of months an employee has to opt out of automatic enrolment and get a refund of the workplace pension contributions they have made.
  • Re-enrolment Period (years) - the number of years before an employee who has opted out should be automatically enrolled again.
  • Postponement Period (months) - the number of months delay before automatically enrolling a new employee into a workplace pension. The current maximum postponement period you are legally allowed is 3 months.
  • Minimum Employer Contribution % - the minimum percentage contribution you must make to your employees' pension. Cannot be more than the Minimum Combined Contribution.
  • Minimum Combined Contribution % - the minimum total percentage contribution you and your employees must make to their workplace pension. The minimum employee contribution is the difference between the Minimum Combined Contribution and the Minimum Employer Contribution.
  • Minimum Earnings Threshold - the minimum annual earnings your employees must earn to be eligible for automatic enrolment in a workplace pension. Must be less than the Maximum Pension Limit.
  • Minimum Pension Limit - the minimum annual amount an employee, that is not eligible for automatic enrolment, must earn to be able to opt in to the workplace pension. Must be less than the Maximum Pension Limit.
  • Maximum Pension Limit - the maximum amount of annual earnings on which the Minimum Combined Contribution percentage has to be paid. Must be more than the Minimum Pension Limit.
  • Minimum Pension Age - the youngest an employee can be to be automatically enrolled in a workplace pension. Must be lower than the State Pension age.
  • State Pension Age - the oldest an employee can be to be automatically enrolled in a workplace pension.
  • Minimum Age - the youngest an employee can be to opt in to a workplace pension. Must be lower than the Maximum Age.
  • Maximum Age - the oldest an employee can be to opt in to a workplace pension.
 
3 Select CR-Accept.

 

Application: (py) global_parameters Form: categories, decimals_&_nominal, decimals_&_nominal.nominal_bank, decimals_&_nominal.nominal_mask, employer_details, employer_details2, magnetic_media, main, statutory, statutory2, workplace_pension