1. Tiered Matching
For the timesheet upload, we have introduced a new Tiered Matching logic to the unique identifier field. This allows you to match data using one or more of the options mentioned below:
· Unique Agency Identifier
· NI Number
· Full Name
· Firstname
· Surname
You have an ‘OR’ and ‘AND’ option.
OR will consider both fields in the option selected to map the worker. If one option is missing from the imported file, it will look for the second option to use instead.
AND will look at both fields to map the worker. If one or more of the fields is missing from the imported document, the system will not map the worker.
We have updated the below article for further information on Timesheet Settings:
2. Override Day Rates
You now have the ability to override day rates at company level and customer level. In both the timesheet upload and manual timesheet screen, the frequency will automatically change to days if a rate of £120 or more has been applied.
To override the day rate at company level you can go to Company Set up > Payroll Settings.
To override at customer level, you can go to Financial Accounting > Customers, select the customer to edit and amend in payroll settings.
In the manual timesheet screen, if an assignment rate is chosen, the frequency will reflect what has been saved on the assignment.
3. When uploading a timesheet in Timesheet Upload, the system will look at a maximum of 5000 lines. Blank rows will also be ignored during the upload. This is to minimise the risk of uploading imports with many empty lines that causes the system to error.
4. The advance bank file name has been amended to include the name of the given advance when downloading.
5. The Payments By Employee report will now include a column to show Net Pay Deductions.
6. Previously, if a user rolled back a worker’s payroll, but the same worker had an invoice in verify stage, if the verified payroll was not processed then the pending advance payment may not get fully recovered.
We are now displaying a warning messaging when rolling back a payroll to advise if the worker has another invoice on a payroll. If you roll back this payslip you must re-process the payroll in verify stage in order for the payroll to be calculated correctly.
7. In the Run by Umbrella Payroll screen, we will be displaying ‘created by’ as a column and filter. This will allow you to quickly identify who created the payroll run at a quick glance.
Pension Updates:
1. We have now added Jarvis as a Pension Provider. Jarvis will display as an option to select for your pension provider in Auto Enrolment Settings. We have also produced a PAPDIS file to upload contributions to Jarvis.
2. The SMART and Jarvis pension report will now display 0 for pensionable earnings instead of a negative when a pension refund is processed.
3. The SMART and Jarvis pension Exit Date has been amended to avoid errors with the leave date when uploading. When the leave date for the worker is less than the ‘PayPeriodStartDate’ the ‘Exit Date’ will now be displayed as the ‘PayPeriodStartDate’.
4. Re-enrolled workers for NEST will now show in the NEST members pension report, the same way that people are displayed in the file when they are first auto-enrolled.