Employees: KB Payroll - IRIS KashFlow

2. Messages downloaded – Matching Process

craig.worton@iris.co.uk — Fri, 10 Feb 2023 09:33:07 +0000

When Kashflow Payroll downloads messages from HMRC, the system will attempt to match the download with employees on your system. The matching process is completed by Kashflow looking at a number of fields, Name, NI Number, Works Number. If the system can find a unique employee based on the details downloaded from HMRC, the record […]

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1. Downloading messages from HMRC for the 1st time

craig.worton@iris.co.uk — Fri, 10 Feb 2023 08:50:49 +0000

To download messages from HMRC (P6,P9,SL1,SL2 etc) – from the Payroll Menu, select HMRC Notices. This will then open the HMRC notices page. From here, select Check for DPS Notices When downloading messages for the 1st time, you will be prompted to enter a date in which you wish to download the messages […]

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4. Effective date of messages

craig.worton@iris.co.uk — Thu, 09 Feb 2023 16:08:03 +0000

When downloading from HMRC, you will notice when that messages downloaded from HMRC have an Effective Date. This is the date the message should be actioned from. As you can see on the example below, the Effective Date is highlighted, and the date showing is 11-02-2023. This means the Tax Code should not be changed […]

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3. Applying messages

craig.worton@iris.co.uk — Wed, 08 Feb 2023 15:31:42 +0000

Once a message has been matched to an employee, the final part of the process is to action the change by applying the message. To do this, the first step is to view the message The system will then show up the message downloaded from HMRC. The example below shows that this is a tax […]

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Legislation Update March 2020 – Release Notes

Dylan Martinez — Sun, 22 Mar 2020 19:26:05 +0000

Welcome to your software update for Tax Year 2020/2021. This update of the software includes some new features and enhancements, together with any necessary legislative changes. These notes provide information on all the improvements to the software. For details of changes to Rates and Allowances, click here. P60 changes and delivery via ESS, details below […]

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Employee Level Holiday Scheme Configuration

Dylan Martinez — Thu, 21 Nov 2019 18:32:03 +0000

Purpose/Background The employee Holiday Configuration is found under the Holiday Configuration tab in the Employees | Calendar & Leave menu is laid out in a similar manner to the Company Level Holiday Scheme Configuration. Where a Company Level Holiday scheme exists and the employee has been created after the scheme was saved, the values from […]

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Holiday Pay Reports

Dylan Martinez — Thu, 21 Nov 2019 18:31:09 +0000

The holiday reports can be found in the Absence tab under Reports | Employee menu option. Absence Report This report allows you to view employees with holidays within a specified date range. It displays the diary days (the number of days entered in the calendar) along with the Actual days (the number of days taken […]

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How to set Directorship & Directors NI Calculation

susan.rigby@iris.co.uk — Wed, 22 Aug 2018 08:58:09 +0000

Directors If the employee is or has been, a director since 6th April then KashFlow Payroll needs to know the date that the directorship started (and ended if in the current Tax Year) and the NIC Calculation Method (National Insurance Contributions). A director can choose to have their NICs calculated in one of two ways: […]

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How to email payslip

Andrea Gilmour — Fri, 20 Feb 2015 12:39:27 +0000

This article will guide you through on how to trigger an automatic e-mail for payslips to be sent to your employees. First you will need to navigate to your Employees details to enter to enable the feature as well as enter a email address for the Payslip to be sent to. To start you will […]

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Changing employee details

George Gillespie — Thu, 19 Feb 2015 09:53:29 +0000

This article will explain how to change an employees entry details should there be a need for amendment after an initial entry being created. When an employee entry has been added under the employee section details initially entered can be changed when/if required. To change an employee detail, this can be done via Employee >Details > Choose appropriate […]

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Create an earning order

Andrea Gilmour — Wed, 11 Feb 2015 15:32:27 +0000

This article will describe how to add an earning order in to your KashFlow Payroll account. How to add an earning order: You can do this via Employees >Select an Employee >Earnings orders >Add new. You will then be required to choose the type of order you’re entering as well as a Start Date / […]

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How to delete an Employee

George Gillespie — Fri, 06 Feb 2015 13:01:35 +0000

At times you may need to delete a employee. For example they could have been entered twice. As long as no RTI has been transmitted to HMRC since you added the second record of the employee, you can delete it. If the RTI has been transmitted you would need to make the additional employee a […]

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How to View Old Pay Periods

George Gillespie — Fri, 06 Feb 2015 12:32:31 +0000

At times you may find that you need to view older pay periods. Start off by navigating to the Payroll tab from the left side menu > Payslips & Periods. Once here go to Finalised Periods and click on a period you’re looking for. This will give you a list of all employees and their payslips included on this […]

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How to make an employee a leaver

George Gillespie — Mon, 11 Aug 2014 16:11:28 +0000

This article will talk you through the steps to take when you make a employee a leaver. A example for this would be if the employee has left the company. First you’ll need to select your Employee. This is done by using the Employee drop down at the top of every page. Once you click […]

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Adding Employees – Opening Balances Step 8

George Gillespie — Fri, 27 Jun 2014 16:26:21 +0000

Adding Employee Opening Balances The Employee Opening Balances tell KashFlow Payroll what the Year To Date figures were before you started using KashFlow Payroll, so you only need Opening Balances once for the Year that you start using KashFlow Payroll and only if the employee was paid by you earlier in the year. It is […]

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Adding Employees – Payment Options Step 7

George Gillespie — Fri, 27 Jun 2014 16:21:55 +0000

Payment options In order to process Payslips, deliver them and actually pay an employee, KashFlow Payroll needs a range of details. Pay Cycle KashFlow Payroll supports employees paid on a regular repeating weekly or monthly Pay Cycle. If you cannot see the option you want, make sure that you have specified a weekly or monthly […]

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Adding Employees – Employment Settings Step 5

George Gillespie — Fri, 27 Jun 2014 16:12:15 +0000

Employment settings This employee setup tab reflects some details of the employee contract and the nature of their employment, such as Job Title or Directorship start and end dates. Job Title You will need to enter the employees Job Title or on the right type your own. Department New Departments are setup under the Company […]

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Adding Employees – Government Settings Step 6

George Gillespie — Fri, 27 Jun 2014 16:12:12 +0000

Government settings Each Employee in KashFlow Payroll will have been some references and numbers to help them identify them to HMRC and in the RTI submissions. Furthermore, each Employee will be assigned some codes by HMRC to enable Tax and National Insurance Contributions (NICs) to be calculated correctly. Tax Code You are responsible for entering […]

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Adding Employees – Personal Information Step 3

George Gillespie — Fri, 27 Jun 2014 15:46:27 +0000

In order to help HMRC identify an employee, especially a new starter, their full name and correct date of birth is required. Known As It is best to use the First Name and Last Name boxes to hold the full and correct employee name, as found on the birth certificate or passport, for example ‘Antony […]

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Adding Employees – Contact Details Step 4

George Gillespie — Fri, 27 Jun 2014 15:46:10 +0000

This employee setup tab gives KashFlow Payroll some address and contact details about your Employee, including telephone numbers. Employee Address Please note that HMRC require at least two lines of an employee’s address. Therefore, you must enter at least one additional address line in the “Additional Address Lines” text area. ← Back to Step 3 […]

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Adding Employees – Basic Information Step 2

George Gillespie — Fri, 27 Jun 2014 15:44:03 +0000

After setting up your first Company you will be guided through the process of entering your first Employee. The first step of the setup process asks for basic information like the Employee Name and Join Date. KashFlow Payroll needs to know if the employee is an actual new starter (also called a joiner) or if […]

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Adding Employees – Required Setup Information Step 1

George Gillespie — Fri, 27 Jun 2014 15:32:27 +0000

Before you can use KashFlow Payroll to create payslips, you must have at least one employee in your company for whom you have completed all the required setup fields. If you already have payroll software that you are moving from, you should be able to collect this information from your existing software’s employee information screen. […]

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