WFM UK: Setting up Secondary Pay Basis in Payroll

Overview

When employee records are created they will be attached to the main house pay PAYE. To attach employees to another pay basis, which is on a separate PAYE, the user must create a second Pay & Tax Details record. 

This article will detail how to set up the second Pay & Tax Details record.

Setting up Second Pay & Tax Details record

• Go to the employee record in the Payroll Module - select Payroll Module > Employees > Employee List > search for and select the employee
• Go to Employee Payroll Info > Pay & Tax Details List

Fig.1 - Bringing up employee Pay & Tax Details

The employee will already have a primary Pay & Tax Details record. 

Fig.2 - Employee's primary Pay & Tax Details

• Select Create New Pay & Tax Details

Complete the following:

• Company: Change from main PAYE to the PAYE that is wanted
• Pay Basis: Change to the Pay basis that is wanted
• Week 1 Month 1: Tick the box
• NI Category: Standard category for age range/circumstances.
• Tax Code: BR
• Delivery Method: ESS (or as per Primary Pay & Tax Details)
• P45 Delivery Method: ESS (or as per Primary Pay & Tax Details)
• Select Save

Fig.3 - Setting up a secondary pay basis

When looking at the Pay & Tax Details list, the employee will now have a primary Pay & Tax Details record for the house pay basis, and a secondary Pay & Tax Details record for the other pay basis. 

Fig.4 - Employee's secondary pay basis complete

The employee will now appear on both the main house pay payroll and the other payroll.

Things to consider:

• The employee will need to be set up with BR Week 1/Month 1 tax code for the new pay basis
• If there is an error message when trying to save the new Pay & Tax Details screen regarding ‘Attached with Form’, select Save again to override
• If there is an error message when trying to save the new Pay & Tax Details screen regarding NI Categories, amend the NI category as advised and Save again